Skip to content

Lunch & Learn "Private Market - Wealth Building Strategies"

Lunch & Learn "Private Market - Wealth Building Strategies"

May 3, 2016 (11:30 AM - 1:30 PM) (PDT)

Description



Presented by: Klint Rodgers of Pinnacle Wealth Brokers

What the presentation will cover: 
What is the importance of following the Smart Money Managers of Harvard, Yale and CPP for instance, by diversifying a portion of one's portfolio into the Private Market? What is the Exempt or Private market? Why does the Private market exist? Understand the difference between the Public vs Private market, how your capital can be protected within Private markets, and why more than twice the capital in Canada over the last few years has been raised in Private Markets. 

Who is the session for: 
Anyone who wants to increase their wealth and lifestyle upon retirement; which would include those with existing RRSP's, TFSA's, Stocks, Bonds or Mutual Funds for instance.

What will member take away/learn:
Why it is important to deal with a Registered Dealership and Registered Advisor when considering the Private market. You will understand where the banks invest and how the Private market can offer much higher rates of return with far less volatility to the Public Markets.


There is limited space for this Lunch and Learn so register early to avoid disappointment!
Pricing
Members: Free!
Non-Members: $20

Beverages and treats will be provided.
Feel free bring your own lunch!
May 3, 2016 (11:30 AM - 1:30 PM) (PDT)
Tuesday, May 3rd, 2016
11:30am - 1:30pm
Categories
Tri-Cities Chamber
Registered Guests
8
Powered By GrowthZone
Scroll To Top