ICBA Benefit Services Presents Financial Fitness Executive Series
Company executives and senior managers should always be looking for ways to boost their corporate and personal investments. That’s why ICBA Benefit Services Ltd. is launching a new Financial Fitness Executive Series.
Session 1, slated for July 11, is on Cash Management for Personal and Corporate Accounts. This networking wine and cheese and short presentation will at the best conservative investment options in today’s low interest rate environment.
The investment team from Creed Wealth Management, one of Vancouver’s premier money managers, will share industry secrets to manage risk and maximize yield on large fixed income portfolios.
The evening’s presentation will feature an economic outlook for the Canadian market, followed by timely strategic investment ideas to best position your portfolio. Peter Fink, a Chartered Public Accountant and Investment Advisor with Creed Wealth Management will also discuss the importance of tax planning to ensure you maximize the yield that you retain.
Where and When
Date: July 11, 2013
Time: 5 pm to 7 pm (includes networking over wine and cheese)
Location: ICBA Boardroom, #211 – 3823 Henning Drive, Burnaby
There is no fee to attend the Financial Fitness Executive Series, however, an RSVP is required by July 5, 2013 and will be accepted on a “first come, first served” basis. Seating is limited. To register, please email sabine(at)icba(dot)ca.