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Free on-campus lunch investment seminar for UTSC staff

Free on-campus lunch investment seminar for UTSC staff

Tuesday, March 23, 2010

12:00 - 1:00pm

Council Chambers, AA160

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SPECIAL INVITATION:

Free on-campus lunch investment seminar for UTSC Staff


Do you feel lost when it comes to RRSP's and TSFA's?


Event Details

LUNCH & LEARN SEMINAR

Date:

Tuesday March 23, 2010

Time:

12:00 pm – 1:00 pm

Location:

University of Toronto at Scarborough

Room - Council Chambers, AA160

With the tax season upon us, many investors are wondering where to direct their savings. While the Registered Retirement Savings Plan (RRSP) has been the retirement planning solution for many investors, the arrival of the Tax-Free Savings Account (TFSA) has many wondering whether to contribute to a RRSP or a TFSA.

Please join guest speaker Gerardo Cappelli from the Clearsight Investment Program on Tuesday March 23 (12-1pm) as he takes a closer look at each investment option and help you understand which one is right for you.

Register Online

Register online or call 416-313-3068.

Lunch will be provided. There is no cost to attend this event.


gerardocappelliGerardo Cappelli, B.Comm, CFP, CIM

Senior Investment Advisor & Financial Planner, Wellington West Capital Inc.

Gerardo began his career in the investment industry in 1992, when he joined RBC Dominion Securities. He and his team joined Wellington West Capital Inc. in November 2007. A proponent of education, Gerardo has achieved the designation Canadian Investment Manager and the Certified Financial Planner both the highest education available to an investment advisor in Canada in the fields of investment management and financial planning.


http://www.clearsight.ca/campaigns/uoft_0310/uoftlogo.jpg

Clearsight Investment Program (Wellington West Capital Inc.)

is an Official UofT Affinity Partner.




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