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Scotia Wealth Management

Events designed for entrepreneurs

December 14, 2018

Join us for an entrepreneurs only event designed to give you access to  tools and thinking that can help you and your family live the life you want.

Invest one hour to learn some of the key strategies that top entrepreneurs have used to achieve their life goals sooner and with less risk.

This is a complimentary workshop presentation for business owners hosted by founder Richard Dri. The only criteria to attend:

  • You’re a business owner, an incorporated professional or a commission salesperson.
  • You have a minimum personal income of $250,000 a year.

Here’s what you can expect

1. A value packed hour

We’ll share a unique method of deliberately discovering “your thinking” and ways to prioritize your life goals. For investment objectives, we will outline our proprietary investment models that may reduce risk and improve returns.

2. A mind shift

We will give you an opportunity to score your current investment mindset and determine where you would like to be in the future.

3. A like-minded community

Since we only work with entrepreneurs, all our strategies and tools are specifically tailored to this group.

4. A panel of experts

Our team of specialists will explain strategies designed to minimize taxes, protect the estate, and create a living legacy.

If you’re interested in reserving your place, please send us an email at richard.dri@scotiawealth.com.

Upcoming dates:

Event time: 9:30am
Location: 95 St. Clair Avenue West, Suite 1400, Toronto, ON

  • Thursday January 31, 2019
  • Thursday February 28, 2019
  • Thursday March 28, 2019
  • Thursday April 25, 2019
  • Thursday May 30, 2019
  • Thursday June 27, 2019
  • Thursday September 26, 2019
  • Thursday  October 31, 2019
  • Thursday November 28, 2019

Legal

This publication has been prepared by Scotia Capital Inc. and is intended as a general source of information only and should not be considered as personal and/or specific financial, tax, pension, legal or investment advice. We are not tax or legal advisors and we recommend that individuals consult with their qualified advisors before taking any action based upon the information contained in this publication. Opinions and projections contained in this publication are our own as of the date hereof and are subject to change without notice. While care and attention has been taken to ensure the accuracy and reliability of the material in this publication, neither Scotia Capital Inc. nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of such material and disclaim any liability resulting from any direct or consequential loss arising from any use of this publication or the information contained herein. This publication and all the information, opinions and conclusions contained herein are protected by copyright. This publication may not be reproduced in whole or in part without the prior express consent of Scotia Capital Inc.