Duane Francis | Seminars
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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:

Planning for Your Business in a Covid World

Date: Thursday, January 28th, 2021
Time: 6:30 – 7:30 p.m.
Location: Zoom Meeting

 

This Zoom Seminar will explain how to prepare, plan and protect your business for the future in an ever changing world. For your business, compliance with health and safety requirements is important to ensure that you and your employees are taken care of today and down the road. Our presenters, Zoriana Priadka and JP Zubec from the employment law group at Kelly Santini LLP will share their insights the challenges and legal issues facing employers during the pandemic and answer any of your questions related to ensuring your business is onside with the ever-changing requirements.

 

We will also have our very own Shawn Ryan, Estate and Succession Planning Specialist with Capital Wealth Partners to discuss Personal Pension Plans (PPP’s) as Ontario joins other provinces that have relaxed their regulations on these type of plans. As business owners recover from the challenges of 2020, the benefits provided by PPP’s allow for owners to shelter more money towards securing a dignified retirement and providing peace of mind for your family.

 

This Zoom seminar will take place on Thursday, January 28th, 2021, at 6:30 pm!

 

Please send your RSVP by Monday, January 25th, to Natalie Nunn by calling 613-728-0101 ext. 221 or by email to nnunn@mandevillepc.com or by signing up online below.  Once you have signed up, a Zoom meeting invite will be emailed to you.

 

We hope you will join us!

Your host,

Duane

Mandeville Private Client Inc. is a member of the Investment Industry Regulatory Organization of Canada and a member of the Canadian Investor Protection Fund.

Register Online

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