Investors Group Presents

Tax-Efficient Investment Planning 如何善用減稅免稅產生額外現金流的投資策略來達到資產免稅增長

Guest Speaker:

Daniel Collison, B.A., CFP, TEP

Regional Director, Investors Group Financial Services, Inc

Lecturer on Personal Financial Management

MBA Program, Schulich School of Business, York University

Author of “The Financial Advisor’s Guide to Excellence”

Specific topics of discussion will focus on:

Asset Allocation to Meet Your Needs Today

Understanding “The Investment Planning Process”

Understanding “The Tax Minimization Process”

Better Strategies for a Tax-Efficient Portfolio

Investment Strategies that Work for YOU!

Thursday, April 21^st, 2016

7:30 p.m. to 9:00 p.m.

Bayview Country Club

25 Fairway Heights Drive

Thornhill, Ontario

Guests are welcome but seating is limited.

Please RSVP by calling Yvonne at

(cell) 647-868-7802

or email Yvonne.Qu@investorsgroup.com

before April 14^th, 2016.

Let us show you how The Plan by Investors Group^TM