You'll Leave the Workshop Knowing:
1. How the wealthy invest: We’ll show you how North America’s wealthiest invest – what types of investments they use, their average allocation and more importantly, how we can help you replicate their strategy in your own portfolio.
2. How to diversify your portfolio by adding alternative investments. Alternative investments are private investments that don’t trade on a stock exchange and can include private equity, hedge funds, real estate, commodities and more. These investments tend to be riskier, but they deliver portfolio diversification and have the potential to produce outsized returns. We will provide you with a strategy to get exposure to these asset classes in a way that mitigates downside risk.
3. Key differences between many types of investments available: We’ll review what the average Canadian Balanced Mutual Fund looks like and compare it with some of Canada’s leading private portfolio manager allocations.
4. The importance of financial planning: You’ll learn why having a personalized financial plan is crucial in achieving your short and long-term financial goals.
REGISTER FOR OUR FREE WORKSHOP ON MAY 17 HERE:
About Quarry Wealth Management
Quarry Wealth Management is a 30-year old independent financial advisory firm based in Calgary. Russ Hafer, CFP®, CIM®, FCSI® (President) and Sean Wilson (Vice President) are the Owners and Financial Advisors of Quarry Wealth.
Russ brings 30 years of experience to the team at Quarry Wealth. Sean has 13 years of experience having spent three years at KPMG in auditing followed by two years as an equity associate analyst with UBS Securities before joining Quarry Wealth Management in 2009.
Russ Hafer and Sean Wilson are registered Dealing Representatives with Raintree Financial Solutions – an award winning Private Capital Market Dealer.
Bring a friend and join us, Quarry Wealth Management, for dinner on May 17th at an educational workshop to learn how you can take control of your financial future with investing strategies historically only available to the high-net-worth. This valuable learning opportunity is limited to only 15 seats to ensure everyone has the opportunity to speak directly with Sean and Russ and ask questions so if you register, please try to make it!
Tickets are completely FREE. Bring a friend and enjoy dinner on us.
Date, Time, Location
May 17, 2018 from 5:30PM – 7:30PM at Hotel Arts in the Studio Room – 119 12 Ave SW, Calgary, AB T2R 0G8
Who Should Attend?
The content will apply to anyone between the ages of 35 – 60 with a minimum household income of $200,000.