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Centennial 2010
  • Location:
 

HOW TO BUILD AN INVESTMENT PORTFOLIO

New
Level:
Competency: Wealth Management
Seminar Code: 01749
Format: Live Broadcast Full Day
CPD Hours: 7.5
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"


Register before May 15, 2018 and pay the early fee!
Date: Tuesday, May 29, 2018
Time: 6:30 AM-3:00 PM
Location:

,
Meeting Room:
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$550.00 - Regular Member
$550.00 - Regular Non-Member
Seminar Description: So many mutual funds, stocks, GICs, bonds and ETFs. What is the best selection for an RRSP? A child’s RESP? A TFSA? Should an investment adviser, portfolio manager or investment counsellor be hired to help you manage money or just a do-it-yourself approach? How is an investment portfolio constructed? How are the assets held evaluated? Are expected returns being achieved?

Kurt Rosentreter, one of Canada’s pre-eminent experts on wealth management and a national best-selling wealth management author, will lead you through a fast-paced session with informative and direct commentary on today’s investment landscape in Canada. This seminar is one of Kurt’s most popular and well-attended courses, and is not to be missed if you have an eye on investments.

The participant must be logged in during the live broadcast and participate when prompted. Failure to
participate and respond to the prompts will result in no credit earned for the seminar as attendance will be monitored and recorded. Recordings of a live broadcast will not be available after it has concluded
Seminar Outline:
  • A six-step process to build and maintain a logical, cost effective, risk managed and tax smart investment portfolio
  • All about investment fees – commissions, loads, asset-based fees – which are best and which to avoid
  • Pros and cons of mutual funds, GICs, stocks, bonds, wrap programs, ETFs, segregated funds, linked notes and all the products you see in the marketplace today
  • Specialized investment strategies for kids, seniors, corporations, trusts and not-for-profits
  • Designing ideal reporting with rate-of-return and benchmarks to allow you to properly judge results
  • Explanations of how the financial services industry works in Canada, different types of registrations for advisors, insurance, how your money is protected, the structure of adviser practices and more
Pre-requisite:
Who Will Benefit: Anyone looking for better results in portfolios, or a second opinion on what the current adviser is doing, including CFOs, board members or fiduciaries who oversee money. This course is not suited to advanced investors.
Seminar Leader(s): ROSENTRETER, Kurt
Special Notes: Login credentials will be emailed 2 – 5 business days before a live broadcast starts. Cancellation of registrations and transfers received less than ten (10) business days, and more than five (5) business days before the Live Broadcast, will be subject to a $50 + GST fee which must be paid prior to the transaction being completed. Refunds will not be granted if the request is received five (5) business days or less before the Live Broadcast begins.
Additional Offerings:
CityDateTimeSeminar Leader 
Mar 26, 2019 06:30 am-03:00 pm ROSENTRETER, Kurt
View Details
Can't make it to this session? See the other offerings of this seminar.

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