Bev Moir, Toronto Investment Advisor and Financial Planner » Seminars http://bevmoir.com Toronto Investment Advisor and Financial Planner Thu, 05 Jan 2012 18:36:11 +0000 en hourly 1 http://wordpress.org/?v= Insight into the Capital Markets, Protecting Your Lifestyle and Your Savings http://bevmoir.com/2010/06/23/insight-into-the-capital-markets-protecting-your-lifestyle-and-your-savings/ http://bevmoir.com/2010/06/23/insight-into-the-capital-markets-protecting-your-lifestyle-and-your-savings/#comments Wed, 23 Jun 2010 14:11:45 +0000 Bev Moir http://bevmoir.com/?p=468

On Tuesday June 15th, 2010 The Moir Team hosted a conference call. This call was designed to provide insight into capital markets and information about protecting your lifestyle and your assets.

Agenda
1) Introduction – Bev Moir
2) High Level Performance Report (Lifepoints Portfolios, Russell Investments) Lindsey Hall, Regional Director, Private Client Group, Russell Investments
3) Insight into the Capital Markets – Bev Moir
4) Protecting Your Lifestyle and Your Savings: Guest Speaker: Maddy Marchese, Advisor, Insurance Solutions ScotiaMcLeod
5) Conclusion – Bev Moir

You can benefit from the insights of the conference call by dialing in to listen to the INSTANT REPLAY. It is available untill July 15th, 2010

1) Instant replay: Dial-in number(s): 416-695-5800 / 800-408-3053, Pass code: 4443038 #, Prompts: Your Full Name

Menu Items
Press 2 to listen to full menu items
Press 1 for five seconds REWIND
Press 3 for five seconds FORWARD

2 ) You can access the presentation material by opening the Bev Moir Conference Call Presentation (pdf).

Thanks for your interest. If you have questions or concerns, please feel free to be in touch. If you have friends or colleagues who you think will benefit from this service, please feel free to pass along. Thank you.

Best regards,
Bev Moir, MHSA, FCSI, Investment Advisor and Financial Planner

]]> http://bevmoir.com/2010/06/23/insight-into-the-capital-markets-protecting-your-lifestyle-and-your-savings/feed/ 0 Upcoming Seminars & Media http://bevmoir.com/2008/05/05/upcoming-seminars-media/ http://bevmoir.com/2008/05/05/upcoming-seminars-media/#comments Tue, 06 May 2008 01:45:30 +0000 Bev Moir http://bevmoir.com/?p=126

  • CP24 Tuesday May 20th at 2:45 p.m. on “Spring Cleaning” your financial affairs
  • June 3rd “Elder Care: What You Should Know” with Audrey Miller, MSW, RSW, CCRL – details & invitation (pdf)

Savvy financial advice for using a tax refund:

  • pay down non-deductible debt
  • contribute to your RRSP or your child’s RESP
  • hold the money for investment in new TFSA (2009)
  • invest in yourself by improving your fitness or your mind!
]]> http://bevmoir.com/2008/05/05/upcoming-seminars-media/feed/ 0 Upcoming Seminars and Media Events http://bevmoir.com/2008/01/15/upcoming-seminars-and-media-events/ http://bevmoir.com/2008/01/15/upcoming-seminars-and-media-events/#comments Tue, 15 Jan 2008 14:06:48 +0000 Bev Moir http://bevmoir.com/?p=114

RetireWell –I’m hosting a seminar with John Moore on Jan 24th

February 12th – I will be participating with Fred Ketchen in a retirement-focused, one hour live web cast, hosted on CanWest Media’s Financial Post website in the evening.

February 16th – I will be presenting a Financial Fitness seminar for the Empowering Women Series sponsored by Scotiabank and the Famous People Players Theatre, includes breakfast and mini-show. Visit fpp.org for more details.

If you’re interested to learn more about these upcoming events or to participate, please contact us.

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