The following will be on the agenda: - A round table discussion at which Members will be asked "What is your opinion about borrowing to invest and do you have any experiences you can share ?" Borrowing includes using a margin account, line of credit, residential mortgage, etc.... We will aim to complete the roundtable by 7:30 to leave enough time for the main topic. Members who do not wish to participate can pass.
- The evening's main presentation titled "Your Future by Design " features the Royal Bank of Canada's 8 disciplines of Financial Planning.- Optimizing Net Worth and Cash Flow, Borrowing and Debt Management, Tax Planning, Retirement Planning, Transitioning into Retirement, Estate Planning, Investment Planning and Risk Management. Based on feedback obtained on past sessions, Maurice Powers, a Financial Planner at RBC Wealth Management, encourages couples to attend.
You may wish to access the Ottawa Share Club information at one of our Members web page: www.investortips.ca/ottawashareclub If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or at 613-741-2828. Looking forward to see you Wednesday December 5, 7.00 pm at Ottawa Citizen Building. Andre Albert Ottawa Share Club
Communications Coordinator
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