Association of Romanian Engineers in Canada

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Wealth Management - 2014-05-28



Program Name

Wealth Managementl Money Making Advice, Engineered to Last

Program Description

Gain the insights that you need about today's market and learn about the opportunities financial professionals are identifying. Get to know the issues and the techniques that will allow investors to make money in any market.

WHEN: Wednesday, May 28, 2014, 6.30 PM

WHERE: 1170 Sheppard Ave. W, Unit 15. Toronto, ON M3K 2B5 (TORONTO, - see map)

PRESENTER: Monica Weissmann, CFP, CIM, MEE became a financial advisor because she couldn't find a good one. Her life experience allows her to quickly empathize with people. For 14 years she has successfully advised her clients helping them reach their financial goals, retire comfortably and leave significant legacy behind.

M. Weissmann is able to offer wide range of financial instruments to her clients. She observes and analyses financial markets daily, which allows her to offer critically important wealth management solutions. Many of her clients live in Greater Toronto Area, are successful business owners, couples, executives and professionals, retired or retiring.

Wealth management comprises investments and financial planning advice using securities or insurance based instruments. Monica Weissmann provides holistic approach which analyzes and suggest solutions suitable for each personal situation.

Over the years Monica obtained the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) desigations. She is also Master of Electrical Engineering (MEE).

As a member of the FPSC and Advocis, she is bound to respect the code of ethics and practices standards.

COST: 5 CAD for non-members.
FREE for AREC members (please wear the AREC pin)
FREE for invited members of other Professional Immigrant Networks

Since we have a limited number of seats, please confirm your presence by Monday, May 26, the latest, by sending an email to seminar@arec.ca and writing in the subject line the number of participants.


 

 

 

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