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.
Chapter PD: Wealth Management Tools and Practices
May 26 @ 8:00 am - 12:00 pm$75
Unprecedented numbers of Canadians are looking to retire in the near or medium term. These people will undergo a transition from reliance on employment or operating assets to reliance on financial assets. This seminar will help show professional advisors the tools that can be used to help themselves or their clients develop a personal financial plan, work with other professional advisors giving financial advice, and help integrate clients’ personal financial planning into their corporate and family affairs.
WHO SHOULD ATTEND
Professionals who advise clients on corporate and personal financial matters, alone or in conjunction with other professional service providers, or those that want to understand how develop a financial plan for themselves.
• understanding the role and benefit of financial advisors (professional accountants, lawyers, investment managers, etc.) and selecting the relationships
• personal cash flow modeling (how much is enough?, impact of inputs on outcomes)
• strategic asset allocation
• understanding performance characteristics of asset classes
• understanding the risk and return trade-off
• combating the 3 evils of financial planning: inflation, taxes, and fees
• planning for family wealth succession (one generation to the next)
|Date:||Saturday, May 26, 2018|
|Where:||Poco Inn and Suites, 1545 Lougheed Highway, Port Coquitlam, BC| (Free Parking)|
|Time:||8:00 to 8:45 am | Seminar: 8:45 am to 12:00 pm|
|Cost:||$75 + GST (includes breakfast)|
|To Register:||Click Here|
TREVOR O’REILLY, CFA, RBC PH&N Investment Counsel, manages discretionary investment portfolios for high net worth individuals, families, businesses, 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.
CLINTON MAXWELL, CFA, RBC PH&N Investment Counsel, brings over 20 years of financial services experience to his role as Investment Counsellor, in which he provides customized, discretionary portfolio management for high-net-worth private clients, business owners, their families, trusts and estates. He works closely with tax, estate and financial planning specialists, accountants and insurance professionals to coordinate strategies to help meet clients’ overall financial objectives. Before joining RBC PH&N Investment Counsel, Clinton spent over nine years as a portfolio manager for a boutique investment firm where he specialized in working with medical professionals. A CFA Charterholder, he holds a bachelor’s degree specializing in economics from Western University in London, Ontario. Committed to providing clients with streamlined, professional advice, he has also earned the advanced designation of Canadian Investment Manager.
SPACE IS LIMITED – so register early!
* As part of our coverage of this event, participants may be photographed with or without attribution. If you object being photographed, please let one of the organizers know.
**Note that you must self-report and enter any Chapter CPD hours.