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