What we’re about
The Vancouver Financial Mastery Meetup will provide an opportunity for success-driven, idea-hungry, passion-oriented people to get together for sharing, understanding and mastering financial ideas. The purpose of this group is to understand the strategies of wealth creation and growth.
We will explore the answer to this and other questions, such as the following:
- What is wealth?
- What do people do to create and grow wealth?
- How do investments work?
- How should I invest?
- Is insurance important?
- How should I feel about taxes?
- How do income taxes work?
- Is there a spiritual side to money?
- Is financial planning beneficial?
- Should I invest into Real Estate? or Gold? or Oil? or ______________?
- Many more
We will bring experts and guest speakers to share their wisdom and experience as well. Other topics of discussion may include physical and spiritual wealth, real estate, stocks, alternative investing strategies, and many more. This group was created for individuals who would like to better understand physical and spiritual wealth in a safe environment.
All levels are welcome.
Attending this meetup could be the best financial decision you have ever made in your life! Looking forward to seeing you there.
Alexei Schwartzman, CFP
Certified Financial Planner
Mutual funds products are offered through Investia Financial Services Inc.
Upcoming events (4+)
See all- Investing 101: Building Your Investment PortfolioNeeds location
Whether you're just starting your financial journey or looking to sharpen your investment knowledge, this introductory webinar is designed for you. Investing 101 will guide you through the fundamental principles of investing, risk management, and portfolio diversification. Learn how to identify investment opportunities that align with your goals, and build a portfolio designed for long-term growth.
What You’ll Learn:- Investment types and how they work together (stocks, bonds, mutual funds, and ETFs)
- Spread your investments to reduce risk
- Set realistic goals and timelines for returns
- Risk tolerance and how to assess yours
- The basics of building a diversified portfolio
- Asset allocation for different life stages
Ideal for: Anyone who's curious about investing but doesn’t know where to start and is looking to take control of their financial future.
There will be opportunities to get your questions answered.
Registration: http://bit.ly/46oWBDI
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others. - Financial Planning Strategies for Small Business OwnersNeeds location
Being your own boss comes with freedom and financial complexity. Without a company pension or steady paycheck, financial planning as a self-employed individual or small business owner requires a different approach.
This session is designed to help you:
- Build a retirement plan without an employer pension
- Build a tax-efficient income strategy
- Strategically use RRSPs, TFSAs, FHSA and other accounts
- Smooth out income volatility and plan for the unexpected
Whether you're a freelancer, consultant, or small business owner, this session will help you take control of your financial future.
There will be opportunities to get your questions answered.Register here: http://bit.ly/4nul7JG
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others. - Advanced Investment StrategiesNeeds location
Ready to go beyond the basics?
This webinar is designed for experienced investors looking to take their portfolio to the next level. We'll explore advanced strategies, risk management techniques, and wealth-building tools that go far beyond traditional investing advice.
In this session, we’ll cover:
- Optimize your portfolio for growth, protection, and legacy
- Tax-efficient investing and exit strategies
- Risk management in volatile markets
- Strategic diversification beyond stocks and bonds
- Planning for liquidity, taxes, and long-term wealth transfer
Whether you're a seasoned DIY investor or working with an advisor, this webinar will give you new tools and perspectives to strengthen your investment approach.
Register here: http://bit.ly/44n8LKM
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others.
