We look forward to seeing you at one of our upcoming events. Attendance at Chapter events are open to all members, candidates and students enrolled in the CPA Professional Education Program or Pre-requisite Program, as well as legacy AAT and ACIA members. Guests are also welcome at some events.
- This event has passed.
Chapter PD: Wealth Management Fundamentals
February 2 @ 9:00 am - 12:30 pm
This seminar will show professional advisers the tools that can be used to help themselves and their clients to develop a personal financial plan, work with other professional advisers giving financial advice, and integrate clients’ personal financial planning into their corporate and family affairs.
This seminar is intended for professionals who advise clients on corporate and personal financial matters, alone and in-conjunction with other professional service providers, or for those who want to understand how to develop a financial plan for themselves.
Topics covered will include:
- Financial Planning 101 – Building the Plan
- Wealth Management Basics
- Planning for Your Investments
- Developing Your Asset Mix
- Understanding Fees & Your Advisory Options
|Date:||Saturday February 2, 2019|
|Time:||8:00 AM – 9:00 AM Registration & Breakfast | 9:00 AM – 12:30 PM Session|
|Location:||Executive Airport Plaza Hotel, 7311 Westminster Hwy, Richmond BC|
|Cost:||$85 + GST regular|$80 + GST early bird (early bird discount – until January 20, 2019)|
|CPD | Level:||3 hours | General|
*Complimentary Parking provided by the hotel (We will be sending out a parking pass prior to the event)
Travor O’reilly, CFA
RBC PH&N Investment Counsel
As an Investment Counsellor with RBC PH&N Investment Counsel, Trevor manages discretionary investment portfolios for high net worth individuals, families, business, and not-for-profit organizations. He has been in the investment industry since 2007, most recently at PH&N Investment Management as an Institutional Portfolio Manager working with pension plans, university endowments and not-for-profit organizations, focusing on equity and balanced investment portfolios. Trevor holds a Bachelor of Commerce in Entrepreneurship from Royal Roads University, the Chartered Financial Analyst designation, the Responsible Investment Specialist designation and is a member of the CFA Institute and CFA Society Vancouver.
Sam Meraw, CFA
RBC PH&N Investment counsel
As an Investment Counsellor, Sam works exclusively with high net worth families, business, trusts and foundations, where he creates customized investment and wealth management solutions. Having joined RBC PH&N Investment Counsel in 2010, Sam has worked in the investment industry for over 10 years, prior to joining PH&N, Sam worked with an international wealth management firm in Vancouver. Sam graduated from the University of British Columbia with a Bachelor of Business Administration degree. He holds the Chartered Financial Analyst designation and is a member of CFA Society Vancouver.