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Details

The seminar will be covering the following topics:

  1. The importance of using tax strategies on your financial plan

  2. Investment philosophies and strategies:

a. Tax and risk minimization strategies

b. Strategic asset allocation

c. Efficient allocation of Investments

  1. Headwinds in the markets

  2. Fees and compensation structure in the industry

We are looking forward to seeing you there and we are confident that your time will be well invested.

If you are looking to bring a guest please let us know in advance since the seats are limited.

Manulife Securities will be sponsoring the event.

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