Past Events
What effect can an economic crisis have on your net worth?
Are you employing alternative growth measures through tax planning?
Join Senior Vice President & Senior Invesment Advisor, Daniel Popescu, CFP, FMA, FCSI, for a private gathering to discuss:
- Global economic summary
- 4 strategies that can help protect your portfolio
- Utilize trusts to enhance wealth
- Withdraw from your RRSP/RRIF 100% tax free™ (by offsetting deduction)
- Receive the same tax refund without contributing to money to RRSPs™
Please choose from one of the following three dates and locations:
Date: Wednesday, January 18, 2012
Place: Westwood Plateau Golf & Country Club (3251 Plateau Blvd, Coquitlam, BC)
Time: 7:00PM
RSVP: by January 16th
Click here for map and directions
Date: Wednesday, February 1, 2012
Location: Hollyburn Country Club (950 Cross Creek Road, West Vancouver, BC)
Time: 7:00PM
RSVP: by January 30th
Click here for map and directions
Date: Wednesday, February 22, 2012
Location: Marine Drive Golf Club (7425 Yew Street, Vancouver, BC)
Time: 7:00PM
RSVP: by February 20th
Click here for map and directions
Date: Thursday, October 27, 2011
Place: Westwood Plateau Golf & Country Club (3251 Plateau Blvd, Coquitlam, BC)
Time: 7:00PM
RSVP: by October 25
Click here for map and directions
Date: Tuesday, November 8, 2011
Location: Marine Drive Golf Club (7425 Yew Street, Vancouver, BC)
Time: 7:00PM
RSVP: by November 4
Click here for map and directions
Date: Tuesday, November 22, 2011
Location: Hollyburn Country Club (950 Cross Creek Road, West Vancouver, BC)
Time: 7:00PM
RSVP: by November 18
Click here for map and directions
O’Leary Live
Daniel Popescu presents a private gathering with speakers: Kevin O’Leary from CBC’s Dragon’s Den & ABC’s Shark Tank and
Daniel Popescu, CFP, FMA, FCSI, Senior Vice President & Investment Advisor.
Topics:
- Navigating the current economic climate
- Going global for better valuations
- Chasing high dividend payouts
- Fall 2011 market outlook
- Utilize trusts to enhance wealth
- Withdraw from your RRSP/RRIF 100% tax free™ (by offsetting deduction)
- Receive the same tax refund without contributing money to RRSPs™
Date: Wednesday, September 21, 2011
Place: Hollyburn Country Club – West Vancouver
Time: 7:00PM
Location
Hollyburn Country Club
950 Cross Creek Road
West Vancouver, BC V7S 2S5
Click here for map and directions
Limited capacity! RSVP by September 19 – we will be in touch to confirm your attendance for this event.
Mingle on the Water
Daniel & Mirjana Popescu invite you for an evening aboard the Sunset Bay Yacht. Enjoy the Vancouver skyline while hearing Daniel’s quarterly market update and some advanced wealth building strategies.
Topics:
- Withdraw from your RRSP/RRIF 100% tax free™ (by offsetting deduction)
- Withdraw from your corporation 100% tax free™
- Receive the same tax refund without contributing to RRSP’s™
- Utilize trusts to enhance wealth
- Markets stalling? – quarterly market update
Date: Tuesday May 31
Time: 7:00PM (boarding starts at 6:30PM)
Sponsored in part by BMO Investments Inc.
Location
Marine Drive Golf Club
7425 Yew Street
Vancouver, BC
V6P 6H1
Click here for map and directions
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™All trademarks are owned by Daniel Popescu. Any opinion expressed herein is based solely upon Daniel Popescu's current analysis and interpretation and is subject to change. The strategies referred to herein may not be suitable for all individuals; some of which may involve claiming off-setting deductions on an individual’s income tax return, the purchase of insurance and/or investment loans. Individuals should consult with their professional advisors, including tax advisors, prior to making an investment decision.