2016 Annual Chapter Event – Buffet Dinner and Presentation

June 23, 2016

Join us for our 2016 Annual Chapter Event – Buffet Dinner and Presentation

Speaker, Jon Eaton, B.Sc., CIM, Portfolio Manager at TD Wealth Private Investment Advice, will discuss the current Economic outlook for the major Global Economies and relate that to a current Capital markets update.  He will also discuss the coming trends in the Investment industry regulations and what they will mean to Canadian investors.

Networking Breakfast- Nanaimo
Date:Thursday, June 23, 2016
Where:Eaglequest Coyote Creek Golf and Country Club, 7778 152nd Street, Surrey, BC
Time:Registration & Networking with cash bar: 6:00pm – 6:30pm |
Buffer dinner: 6:30pm – 7:30pm | Presentation: 7:30pm – 8:15pm | Networking and prizes: 8:15pm – 9:00pm
Cost:$10.00 plus GST
CPD:none
Who:CPABC Members and Students + 1 guest
To Register:Click here

One guest over 19 years old per member/student/candidate is welcome!
*No minors are allowed to attend this event.

Space is limited, please sign up ASAP!

Speaker

Jon Eaton, B.Sc., CIM

Based in the Langley branch, Jon focuses on deeply understanding his clients’ Personal and Business Financial Visions.  He creates value for his clients by marrying time tested strategies to goals based tactics, helping his clients achieve those Financial Visions.  For over 20 years, Jon has guided families through advanced financial planning, Business succession, Estate planning, and implementing tax efficient strategies.  Jon is experienced in all market conditions and has a highly sophisticated knowledge of the advanced principles and practice of modern portfolio theory.  He consults regularly with key industry experts who provide him with pertinent market analytics.

In addition to his Bachelor of Science degree, Jon’s integrity and professional acumen are recognized by his achievement of the securities industry’s professional designations of Canadian Investment Manager and Portfolio Manager.  These exclusive designations are awarded by the Canadian Securities Institute and recognized by the Investment Industry Regulatory organization of Canada (IIROC).

Jon has been very involved in his community. He served on the Abbotsford Police Board for 6 years, and served as President of the BC Association of Police Boards for 2 years.  Jon is the Founding Chairman of the Abbotsford Hospice Foundation, and served on the capital campaign committee for Abbotsford Hospice Society and the Holmberg House.

Married with three children, Jon and his wife Susan make their home and tend a small family farm in Abbotsford, BC.

 

 

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