I am thrilled to announce that I have been invited to participate in the Spring “Investor’s Guide To Thriving” Series alongside BNN Bloomberg’s Larry Berman! I will be appearing in Toronto, Markham and Calgary presenting “Would You Rather Die Rich or Live Richly?”.

As the Head of Financial Life Strategies at ETF Capital Management and UPotential, I help clients translate the wealth that they have accumulated into the lifestyle and legacy that they have always wanted. Like Mr. Berman, I believe that education is empowerment. The better you understand the factors that could differentiate between an ample retirement and a retirement at risk, the more capable and confident you will be when making financial decisions. And those factors may surprise you…

So visit www.investorsguidetothriving.com to enrol in the Investor’s Guide To Thriving series! Registration is FREE and I hope to see you there!


You can view last season’s presentation, “The Two Comma Club”, by clicking here.