2018 – Fall General Member’s Meeting, October 15 –
Understanding your finances in retirement
Copies of presentations are provided for personal use only and are not to be modified. Click below for the presentations that were made by:
Alain Corriveau, Ottawa Branch Member
– Ottawa Branch Financial Literacy Program for Members
Debra Foubert, Director, Compliance and Registrant Regulation Branch, Ontario Securities Commission
– Best practices – choosing and working with a financial investment advisor
Michael Fine, MBA, Ottawa Branch Member
– Three strategies to improve after tax investment returns
Heather Richardson, Executive Trusts Officer, Estates & Trusts, TD Wealth
– Estate planning
Curtis Gilfillan, Advisor, Investment and Retirement, Caisse Populaire Desjardins
– Making the most of your retirement
2018 – Annual General Meeting (AGM) Spring, May 1, 2018
Minutes of the 2017 AGM
Integrated Report
Ottawa Charter Branch AGM
2017 Financial Statements
Budget and Forecast 2017 and 2018
Election of New Directors
Corporate AGM
2017 Financial Statements – 1596954 Ontario Inc.
Videos
Video of Introduction from Branch President – Part 1
Video of Presentation from National President – Part 2
Video of Official Business of Ottawa Branch AGM – Part 3
Video of Official Business of Corporate AGM (1596954 Ontario Inc.) – Part 4
Video of Key Note Speaker – Pam Howell, Bruyère Research Institute – taking charge of your health and safely reducing medications
Key Note Speaker slides