Wealth Management seminars: How to become a successful investor in any market—even this one.

My long-time associate, Mark Yestrau, spends a good deal of time visiting our Wealth Management clients around the country. This works out very well in more ways than one.

We get many requests for face to face meetings. Now we can fulfill these requests by combining Mark’s visits with special seminars.

As my senior Associate Portfolio Manager at Successful Investor Wealth Management, Mark has developed a deep understanding of our Successful Investor approach to portfolio management. If you believe conservative stock investing is the best approach in every kind of market, you will enjoy hearing what Mark has to say on the subject.

Next week investors will have a chance to do that in Kitchener-Waterloo and in Burlington. Mark will be hosting seminars on Tuesday, June 28 and Wednesday, June 29.

How to Become a Successful Investor in Any Market is designed for investors like you, who seek out independent investment advice. Mark will show you how we put our systematic approach to work for our wealth-management clients, and how you can apply it to your own portfolio. He will focus on two points:

Mark focuses on two crucial points that are central to our strategy at Successful Investor Wealth Management:

  1. How our strategy can help you become a more successful investor this year
  2. How we make buy and sell decisions for our clients’ portfolios

If you are interested in either of these seminars, here are the details:

Seminar Details:

Tuesday, June 28, 6:30–7:30 pm
Delta Waterloo
110 Erb Street West, Waterloo
No admission charge.

Wednesday, June 29, 6:30–7:30 pm
Hilton Garden Inn Toronto/Burlington
985 Syscon Road, Burlington, Ontario
No admission charge

If you’d like to reserve a place at either of these events, call us at 1-888-292-0296. Or, send us an email at service@siwm.ca

If these seminars are too far away for you to attend, you can still meet Mark in person simply by calling him at 1-888-292-0296..

Mark will be travelling to visit more visits to clients in 2016, and when his schedule is set, we aim to include enough time for a seminar wherever he goes. Keep an eye out for more news.


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