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Members Get Some Valuable Information at Financial Wealth Management Seminar



 
 

On February 10, 2016 members from the CHHMA and Canadian Office Products Association (COPA) took advantage of a free morning of financial/wealth management presentations at the International Centre Conference Facility in Mississauga - the latest joint-seminar put on by both associations.

The event was sponsored by TD Wealth and organized by Geoff Kidder, Portfolio Manager & Investment Advisor at TD Wealth and also investment advisor to the CHHMA. 

Seven experts were on hand from TD Wealth, TD Commercial Banking, Connor, Clark & Lunn (CC&L) Funds Inc., Fidelity Investments and Scotiabank Global Banking and covered topics ranging from:

- corporate banking: new products & services, financing available to businesses

- tax smart investing: ways to defer and pay less tax, corporate class fund investing

- market neutral strategies and investing

- approaches to earn higher returns in today’s low interest rate world

- wealth planning for businesses & professionals: determining value of your company, tips on selling your business, financing options, succession planning

Feedback from attendees was very positive and everyone left with some new information that they can now put into practice with their own personal finances and/or businesses providing financial peace-of-mind.

We thank Geoff for putting the event together and all the speakers who were excellent and we may look at conducting a similar seminar in the future.

  
  
  
  
  
  

Canadian Hardware & Housewares Manufacturers Association | 1335 Morningside Ave., Suite 101, Scarborough, ON M1B 5M4
Telephone: (416) 282-0022   Email: pwinter@chhma.ca