Seminar: Canadian Investments Introduction and Midyear Market Outlook
The presentation will cover essential aspects of Canadian investment options, including tax-advantaged accounts and the taxation of investment income. We will provide a comprehensive overview of financial products, ranging from traditional investments such as mutual funds, ETFs, and GICs to new alternative investment opportunities for individual investors, including private REITs, structured notes, private equity, and private credit.
Additionally, we will present a midyear market outlook, analyzing economic trends, market performance, and investment strategies to optimize returns and mitigate risks amidst the evolving financial environment. This seminar aims to provide financial investment knowledge and insights necessary to effectively guide personal investments.
We will also provide participants with networking opportunities with wealth professionals and individuals from different backgrounds.
Featured Speaker
Head of Products and Strategy, AimStar Capital Group Inc.
Tony has a cross-functional role, including investment products and strategy management, content creation, and supporting private wealth and investment management teams. Tony has over 10 years of experience in the financial investment industry, previously served as an investment advisor at Desjardins and as a corporate branch manager and compliance officer at a Mutual fund dealer. He graduated as the top gold medalist from Western University with an Honours Bachelor’s degree in Actuarial Science as well as a Master’s degree in Statistics. Tony also holds the Chartered Investment Manager (CIM) designation.
Event Information
Date: Saturday, July 27, 2024
Time: 1:30 pm – 3:00 pm ET (registration starts at 1:15 pm)
1:30 pm – 3:00 pm presentation & QA;
3:00 pm – 3:30 pm networking
Session Format: In person
Location: Toronto Public Library – North York Central (5120 Yonge St., North York, ON, M2N 5N9) Room 101
Dress code: Business Casual
Language: English
CPD credit: 1.50 hours
Cost: Free (Sponsored by Aimstar Capital Group Inc.)
Maximum space: 50 people
Registration Deadline: July 26, 2024 at 5:00 pm ET
Active participation is mandatory for receiving the CPD certificate.
Sponsor
AimStar Capital Group Inc. is a Canadian full-service Investment Dealer, regulated by Canadian Investment Regulatory Organization (CIRO) and a member of Canadian Investor Protection Fund (CIPF). As an independent firm, AimStar is built on a foundation of innovation, integrity, and client-centricity. They are committed to provide unbiased advice and dedicated to the client’s needs, help them achieve their financial goals.
AimStar is recognized as a Wealth Professionals 5-star Wealth Management Firm for 2024, this award recognized in which AimStar has offered exceptional client experience, proven investment track record, continuous innovation, and stringent regulatory compliance.
