Skip to content

Details

Presented by David Michael Coe, Senior Financial Advisor with Edward Jones.

Mr. Coe will be going over the basics of building an equity portfolio and discussing the ins-and-outs of stocks and how to use them in a Financial Plan.

We'll be taking a look at three stocks and discussing them in more detail.

Andrew Peller ltd. (ADW-A-T)

Inter Parfums Inc. (IPAR)

Eli Lilly (LLY)

and the stock market in general.

There will be a wine gift basket offered at the end of the presentation randomly selected from the number of non-board member attendees.

Events in Victoria, BC
Executive Coaching
Investing
Investor's Business Daily
Investing for Retirement
Small Business

Members are also interested in