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Estate planning council of calgary

General Meeting

  • Monday, February 02, 2015
  • 5:30 PM - 8:30 PM
  • Calgary Golf & Country Club

Registration


Registration is closed
Speaker: Leanne Mamchur, RBC PH&N Investment Counsel                     and Jim Allworth, Chief Investment Strategist- RBC                   Dominion Securities


Topic:

2014 A Year in Review and Preparing Clients for 2015; A brief overview of how the markets evolved in 2014 and what strategies and risk factors clients need to prepare for in 2015. 

Leanne and Jim will review some behavioural tendencies that influence portfolio construction and outline various considerations for discretionary managing private client wealth.

Presentation Jim Allworth Feb, 2015

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