We have been working very diligently on the value that we bring to you. We want to make a much greater difference in your life and in the lives of your family, friends and associates.
We are rolling out our platform at an event we call “The WealthSmart Summit”.
Please join us on Tuesday, May 28th at The Richmond Gateway Theatre Studio B at any of the following times:
- 2:30 PM – 4:00 PM – A great time for our retired clients and those with more flexibility in their schedules.
- 5:00 PM – 6:30 PM – A special session for our entrepreneur friends, including business networking opportunities.
- 7:30 PM – 9:00 PM – Timed especially for those who can’t get away from their daytime work schedules.
- The WealthSmart Way – our new approach to resolving the wealth management rollercoaster and delivering a substantially improved financial planning experience.
- Rethink the Way You Invest – Critical factors in the pursuit of a better investment experience.
- Being a Hero – Financial Success is best lived when shared with others. We will show you how.
- Introducing our new team – We have been building systems that work to provide a more consistent financial planning experience. You will meet the team that will be with you for the long run.
- Pictures & gifts – Our photographer will take complimentary portraits. You will receive both a matted print as well as an electronic copy. In addition, we will have a number of useful giveaways to make absolutely sure that you get the best value out of this event.
This is an adult only event that you will want to invite family, friends and associates to. No financial products will be sold and we ask that you leave your cheque book at home.
We will have beverages and snacks available, but you won’t need the sugar or caffeine to keep you awake.
Please RSVP your attendance and preferred session by emailing Zinha Vetter or calling 604-241-4357. Attendance per session is limited, so we need to hear from you as soon as possible, but no later than May 20th. Once we hear from you, we will send you a map and parking information.
We look forward to seeing you at The WealthSmart Summit!