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  Financial planning at the time of uncertainty

Because some friends missed the last seminar hosted by CCCA, I decide to conduct the same seminar again. Please note that the seminar will be conducted in English as there will be non-Chinese attendants.

The Canadian economy, especially Alberta’s economy is worrisome. Many have been laid off and many might be laid off in the near future. The stock markets are volatile and investors are indecisive. How do you deal with all this and how to prepare financially for unforeseen events in your life. This financial seminar will answer all these questions.

The seminar outlines:
1. What financial preparation do you need to do when you are still working?
2. When you have lost your job, you need to understand your company pension plan and the transfer options. You also need to understand your group benefit plan and the replacement options. Your mortgage repayment requirement and negotiation rooms.
3.The stock markets are volatile. You are worried about your investment. Are there safe investments available other than GIC?

Time: Nov. 26, 2015, 7 pm to 9 pm.

Place: Investors Group office, 37 Richard Way SW. T3E 7M8

Speaker’s bio:
Sherry Wong is a financial consultant with Investors Group. She has a B. Comm. in Finance and Banking and a Master’s degree in Agricultural Economics. She is also a CFP (Certified Financial Planner) and an insurance agent. Sherry has worked in the Canadian financial industry since 1992 and is specialized in financial planning for private business owners and individuals.

There will be a prize draw.

Phone: 403-253-4840 ext. 2339
E-mail: sherry.wong@investorsgroup.com



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资深注册理财师(CFP),金融学士,经济硕士。sherry.wong@investorsgroup.com
注策投资顾问和保险经记。自1992年在加拿大金融业工作。
在投资保险信贷及个人和私有公司财务规划方面积累了丰富的经验。


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