Duane Francis | Seminars
1214
page-template,page-template-full_width,page-template-full_width-php,page,page-id-1214,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,hide_top_bar_on_mobile_header,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-5.6,vc_responsive
 

Seminars

Professional Seminars

Each month, clients are welcome to join us for a variety of compelling Seminars that can help you gain a better understanding of the multiple facets of the financial world as well as in other non-financial topics. We bring in established accredited professionals in a professional and impartial environment and allow you the ability to ask questions. Topics range from tax planning and retirement planning, to travel options and seasonal gardening. The topics and speakers are selected based on where your interests lie, and we are always open to suggestion
We offer different types of seminars

We routinely organize several seminars throughout the year with leading experts in the financial industry.

Tax Planning

Insurance Planning

Pension Planning

Other Seminars

Upcoming Seminar:

James Cole presentation seminar poster

James Cole Presentation

Date: Wednesday, November 13th,  2019
Location: Ottawa Conference and Event Centre
Time: 6:30 reception, presentation starts at 7 p.m.

 

At Mandeville, we have a differentiated approach in that we have the ability to provide you with access to solutions that are typically only available to the affluent and institutional investor. One of these solutions in particular has provided 261.2% cumulative returns since its inception!  The individual behind these staggering numbers is Portland Investment Counsel Inc.’s James Cole.

 

It is with great pleasure that I welcome James to Ottawa on the evening of Wednesday, November 13th, 2019 to share his insights on wealth creation with our valued guests.  James adheres to strict, yet repeatable, wealth creation principles and he will be presenting his methods and theories, while sharing his insight and experience.  He is also a very candid speaker.

Given today’s market volatility this is a very timely opportunity to listen to and ask questions with one of Canada’s top portfolio managers.

 

This special presentation will take place on Wednesday, November 13th at the Ottawa Conference and Event Centre. The reception begins at 6:30pm, followed by the seminar at 7:00pm. Guests are welcome, and refreshments will be served! Please send your RSVP to Natalie Nunn by Wednesday, November 6th at nnunn@mandevillepc.com or by phone at 613-728-0101 ext. 221 to reserve your seats.

 

I hope to see you there.

 

Your host,
Duane

SOCIAL EVENTS