INVESTOR FINANCIAL PLANNING
STRATEGY & INSIGHTS
DAY 2 | December 11, 8:30 am to 4:30 pm
Presentations Start at 9:30 am

A TOTALLY FREE DAY FOR INVESTORS + INDIVIDUALS,
USINESS OWNERS + CHARITIES and NONPROFITS.
GET INSIGHTFUL & OBJECTIVE FINANCIAL ADVICE.

Attend for any or all presentations for free. Let us know you plan to come but don’t worry–no obligation.
This is a no-pressure, no-sales pitch forum where you benefit from the insights at no charge.

Before investing, you need to have your personal finances in order and understand core investing principles like goals, risk tolerance, fees, and diversification.
Get detailed and objective advice which includes basic tactics such as to pay off high-interest debt, build an emergency fund, maintain a cash reserve covering three to six months of living expenses in a savings account to prevent having to sell investments at a loss if an unexpected need for cash arises. 

But this conference takes you deeper and more clearly into the strategy and tactics available to everyone and everyone and which are proven to secure your assets, growth your net worth, build your future and provide for your family and inheritance recipients. Discover how to:

  • Define your goals and time horizon: Your investment strategy should align with your objectives (e.g., retirement, a down payment on a house) and when you will need the money. Long-term goals (10+ years) can tolerate more risk, while short-term goals require more conservative investments.
  • Determine your risk tolerance: Understand your willingness and ability to withstand market fluctuations and potential losses. Your comfort level with risk should guide your investment choices.
  • Understand fees and tax implications: Fees and commissions can significantly reduce your returns over time. Be aware of all costs associated with your investments and consider the tax implications of different investment accounts (e.g., registered vs. non-registered accounts).
  • Diversify your portfolio: Diversification means spreading your money across different asset classes (stocks, bonds, real estate), sectors, and geographical regions to reduce risk. This prevents a single underperforming investment from ruining your entire portfolio.
  • Invest in what you understand: Avoid investing in companies or products whose business model or risks you do not fully comprehend. Conduct basic due diligence and research a company’s financial health before investing.
  • Avoid emotional decisions and stick to your plan: Market volatility can lead to impulsive buying or selling. Develop an investment plan and stick to it, focusing on long-term discipline rather than short-term market timing.
  • Work with licensed professionals: Ensure any investment professional you work with is licensed with the appropriate regulatory body. You can verify their registration status through your state or provincial securities regulator.
  • Watch out for fraud: Be skeptical of “opportunities” that promise high returns with little to no risk, as they are likely too good to be true.
  • Know your rights: You have the right to be treated fairly, receive suitable advice, and get clear information about fees and performance. Don’t hesitate to ask questions.
  • And Much MORE!

AGENDA (Speakers From Wealth Management & Financial Planning Advisory Firms.

  • 8:30 am to 9:20 am | Registration & Networking Mixer, Free Continental Breakfast
  • 9:20 am to 9:30 am | Welcome by Host Cynthia Armour & Short Overview Presentation |  Liam O’Connor, Peterborough + Kawartha Chamber of Commerce
  • 9:30 am to 10:15 am | Andrew Pyle, MA, CIM, FMA, Senior Investment Advisor, Senior Portfolio Manager, CIBC Wood Gundy Wealth Advisory
  • 10:15 am to 11:00 am | Murray Miskin, Counsel & Managing Director, Miskin Law. Wills, Estates & Trusts
  • 11:00 am to 11:15 am | Short Break & Networking
  • 11:15 am to 12:00 pm | Adam McInroy BS.c., CFP®, CLU, Executive Financial Consultant, IG Wealth Management & McInroy & Associates
  • 12:00 pm to 1:15 pm | FREE LIGHT LUNCH & Networking Mixer | Announcements
  • 1:15 pm to 2:00pm | Susan Zambonin, CEO, Habitat for Humanity, Peterborough + Kawartha Region
  • 2:00 pm to 2:45 pm | George Ripoll, CFA, CAIA, MBA, CIM, PFP, MA (Econ)
    Portfolio Manager, Investment Advisor, BMO Nesbitt Burns
  • 2:45 pm to 3:15 pm | Panel Discussion w Questions | Closing Remarks
  • 3:15 to 4:00 pm | Networking Mixer with your fellow delegates

You may register up to 5 people with this form. Sign up now to attend this vital financial planning conference. Attendance is free and includes a delegate portfolio kit, refreshments, continental breakfast, light lunch buffet and more. You can attend for the entire day, or for key sessions you feel are most applicable. Attend with your family, advisor or colleagues. Each must register, thank you. IF YOU’RE NOT SURE YET OR WON’T BE ATTENDING WOULD YOU BE KIND ENOUGH TO LET US KNOW? (Quick survey will help our planning for seating, breakfast, lunch and refreshments. Thank you!

Brought to you by: Total Finance Magazine, Kawartha Philanthropy Giving Guide & Peterborough + Kawartha Chamber of Commerce.