Past Events‎ > ‎

RBC Effective Wealth Management Seminar

The Good… The Bad… And the Ugly, Effective Wealth Management

 

Date: Feb 08, 2011

Time: 6:00 PM

Location: Iroquois Park Sports Garden, Whitby

Cost: Free

 

Come out and sit in on a seminar put on by George Rosati, P.Eng, MBA with RBC Dominion Securities.  The objective of the seminar is to educate and inform. The overall theme and content is focused on planning, capital preservation, and tax-efficiency. The agenda is as follows:

 

1. What every financial plan MUST contain.

2. Will & Estate planning…don’t avoid the conversation.

3. Three ways to increase your investment income without increasing your risk.

4. Why do fees matter? 

 

About the speaker:

 

George Rosati, P. Eng., MBA

George runs a wealth advisory practice within RBC Dominion Securities. His primary focus is the personal wealth management needs of professionals and business owners. He provides ongoing trusted wealth management advice consisting of Pension & Retirement Planning, Investment Management, Will & Estate Planning, Tax planning, and Risk Management including Life, Disability and Critical Illness insurance. He is a noted financial educator working primarily with professional associations and their members.



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