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12 Nov
 
SMART Workshops for Business Owners (by RBC Dominion Securities The Perron Group)
Our workshops will equip you with the tools you need in order to make smart decisions that will affect your business today and tomorrow.

Your Host:
Luc Perron, cfa
Vice President & Wealth Advisor
The Perron Group of RBC Dominion Securities

Location and times for all workshops:
333 Preston St.,...
Our workshops will equip you with the tools you need in order to make smart decisions that will affect your business today and tomorrow.

Your Host:
Luc Perron, cfa
Vice President & Wealth Advisor
The Perron Group of RBC Dominion Securities

Location and times for all workshops:
333 Preston St., Suite 1100 | Ottawa, Ontario
8:00 a.m. – 9:30 a.m. Breakfast & Workshop
Parking will be validated.


Workshop I: Financial Planning Strategies /

Understanding the components of a financial plan
Planning for retirement for business owners
Business vs. personal financial planning
Market update – understanding today’s market

Guest Speakers:
Donna Tildildilden, cpa, ca, cfa
Financial Planning Specialist
RBC Wealth Management Services and

Shane Ogaki
District Vice President
Manulife Investments

Register today as seating is limited. RSVP to Kim Ariagno at 613-564-4815 or kim.ariagno@rbc.com.
For a description of this and other workshops available please email Kim for the full details.
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