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Past Events

Insight to Markets and the Economy     2012-01-24

Philip Petursson, a frequent guest on BNN and often quoted in the Canadian press, captivated the audience at this event.   He shared insight on today's investing environment, current economic outlook, discussions of the European debt crisis, global markets,  commodities, and what we might expect looking forward.   This event was so well received by guests that we intend to have Philip back again!   If you would like to be added to a guest list for his next event, e-mail Jennifer 'Y' at jyaremchuk@dundeewealth.com or call 604-575-6911.

Estate Settlement     2011-11-15 

This seminar shared how to turn an often complex, overwhelming challenge of settling an estate into a logical, systematic task.  Essential information was discussed, and attendees received a 44 page Executor’s Guide To Estate Settlement that contained steps and checklists.  If you were unable to attend, but would like to discuss Estate Settlement or have any questions, give our office a call.

Investment Strategies for Incorporated Investment Portfolios, Incorporated Professionals, and Individuals With Substantial Non-Registered Investments     2011-10-12 

The presentation covered tax rules for incorporated accounts, asset protection, intergenerational planning strategies, dividend sprinkling, family income planning, tax-efficient strategies for distributions to shareholders, and much more.  If you weren't able to attend, call today to book a private consultation with Christine.

 Coping With Care - Supporting An Ailing Parent     2011-10-12

Knowing how to handle a parent’s sudden disability or illness can dramatically improve the situation for everyone involved, and help maintain your family’s goals and lifestyle.  This special event helped our guests understand both the personal and financial impacts of illness and the steps they can take to minimize the consequences. Guest speakers inspired and educated, by sharing their insights and experience.

Spring Open House     2011-05-05  

Celebrated on Cinqo De Mayo, this festive spanish-themed open house was a chance to drop by, mingle over appetizers and drinks, and enjoy some good company.    A great time was had by all!

Financial Myths     2011-02-22
Many common financial myths and fallacies that can ruin your retirement dreams were reviewed.  Interesting facts and strategies were shared, and misconceptions cleared up. 

Stable and Predictable Retirement Income     2010-10-26
Three different strategies that provide a steady and dependable income stream were shared with investors.   If you were unable to attend, call or email us - we can get together and discuss these strategies at your convenience.

Younger Next Year     2010-09-22

We all have the choice to age in good health and live with vitality and grace!   70% of body decay can be avoided and 50% of the injuries and illnesses associated with aging can be elimated.  Renowned guest authors Chris Crowley & Henry S. Lodge, M.D. shared this powerful message for everyone concerned with living long and well.

The Young and the Restless - Breast Cancer Fundraiser     2010-08-07
On Saturday August 7, 2010 cast members from the number one rated daytime drama, The ‘Young and the Restless’ (Y&R) travelled to Vancouver to participate in the 12th Annual DundeeWealth Afternoon Tea with Kate Linder and Friends at The Vancouver Marriott Pinnacle Downtown Hotel.  Net proceeds from the Afternoon Tea benefitted the Canadian Breast Cancer Foundation, BC /Yukon Region. The LaLiberté Investment Team is proud to have again been a key sponsor of this very important fundraiser.  View photos from the event.

Guaranteed Income For Life, No Matter How Your Investments Perform     2010-05-11

This event focused on retirees and near-retirees, providing solutions for the concerns and challenges of retirement, such as guaranteed income for life, no matter how your investments perform.  It addressed concerns that many investors experience:  poor market returns in retirement, the possibility of outliving your capital, and the impacts of inflation.   If you have questions regarding this, or any other financial matter, call the Insightful Wealth Group, DundeeWealth at 604-575-6911 or 1-866-575-6911.

Website Launch Party     2010-03-25

Celebrations were in order as we launched this great new tool full of valuable information.   Click here  

IN Our Community

Nite of Hope's 5th Annual Gala - Breast Cancer Fundraiser      2010-04-08

The Insightful Wealth Group is proud to have sponsored the 2010 Nite of Hope’s 5th Annual Gala.  Nite of Hope enables support and encouragement to survivors of cancer as well as raising much needed funds for continued research.    Click here for more information

2011 Surrey Board of Trade, Women In Business Awards      2011-03-09

The Insightful Wealth Group was a sponsor for this very important event.

2010 Surrey Board of Trade, Women In Business Awards       2010-03-10

This event recognized the hardwork and achievements of Surrey businesswomen and their contributions to the community.    Read more   

IN the News

Business Fraser Valley    2010-05

The Insightful Wealth Group was profiled in 'Business Fraser Valley' - a source for local business news.  Click here to read the article.