Investment Seminar for CPAC Members 12月6 日投资专题讲座诚邀您参加

2014年12月6日下午CPAC 将在其会议大厅将举办投资理财专题讲座。届时，特邀嘉宾、皇家银行多美年证券副总裁潘启鸿先生，将给大家带来精彩实用的投资理财专题讨论。详细内容如下*：

市场前景

•最新全球经济展望以及经济现状对加拿大投资环境的影响

规划您的投资组合

•使用多种投资工具实现您的投资理财目标

•根据您不同的人生阶段安排投资组合，使您安享晚年

投资保值

•如何保持您的生活品质，资产及净资产保值、增值

•如何确保将您的遗产传递给您爱的人

*内容可能会应主讲人的要求临时调整。

座位有限，会员优先；非会员先到先得；也欢迎全家一起参加。前十名(家庭) 将获特别礼物。免费停车、免费抽奖、茶点招待。

线上注册：investmentseminar-cpacmembers.eventbrite.com

具体安排如下：

日期： 2014年12月6日（周六）

时间： 2:00pm - 4:00pm

地点：CPAC 会议大厅（4150 Finch Ave East, Toronto ON M1S 3T9）

详情请咨询：416-298-7885 ext 101 或office@cpac-canada.ca

Mark your calendars, as CPAC will be holding an informative Investment Seminar for CPAC Members on December 6th, 2014, with special guest speaker Stephen Poon, Vice President, RBC Dominion Securities Inc. to lead an engaging discussion about the following*:

Market Outlook

• Get the latest views on the global economy and how the current situation impacts the investment climate in Canada.

Building Your Investment Portfolio

• Using different investment tools to achieve your savings and investing goals.

• Creating a life portolio throughout the various stages of life, that will help you build and healthy nest egg for your retirement

Protecting Your Investment

• How to safeguard your family’s lifestyle, your assets and net worth

• How to ensure your legacy will be passed on to your loved ones.

* Topics will be updated, and speakers to be confirmed. Priority given to CPAC Members. Non-members are welcome on a first come first served basis. First ten attendees will receive a free gift (one per family). Families with kids are also welcome. Free parking, door prizes and free refreshments.

Please register at: investmentseminar-cpacmembers.eventbrite.com

About Stephen Poon:

Stephen Poon is a Vice President, Portfolio Manager and a Certified Financial Planner, and brings with him the sum total of his accomplishments and experience. He received his Master’s degree in Business Administration from the University of Toronto in 1982, after graduating with a Bachelor of Science degree from York University. He then started his investment career as a credit analyst at the Union Bank of Switzerland. Later, he joined Bankers Trust as an Associate, managing individual and corporate accounts. After working with a major Canadian securities brokerage firm as an investment specialist for three years, he joined ScotiaMcLeod in 1990 and achieved distinct membership on the President’s Council and Chairman’s Council for superior service and performance on behalf of his clients. In 1994, Stephen was chosen as an Ontario semi-finalist for the Investment Dealers Association (now IIROC) Distinction Award for Canada. This national award was created to recognize and award outstanding financial advisors who exemplify excellent service to clients and their communities. In all, Stephen has a strong background in securities analysis, portfolio management, financial planning and estate planning, and his team has over 30 years of combined investment and wealth management experience to offer innovative services and global investment solutions.