Women & Wealth – Building Confidence and Capturing Opportunities

March 28, 2024

You’re warmly invited to join us for a special seminar dedicated to empowering women in the realm of wealth creation. This event is designed to instill confidence in your investment decisions and retirement planning within a safe and inclusive environment.

Event Highlights:

Exploring the Gender Wealth Gap: Gain insights into the disparities between men and women in saving and investing.
Long-Term Planning: Learn strategies for building a secure financial future and creating lasting wealth.
Investing in Education: Equip yourself with knowledge about the fundamentals of investing to make informed choices.

Location:
The Commons at ATCO Park, Founders Room D (2nd Floor)
5302 Forand Street SW, Calgary
Park and enter via the Blue Flame Restaurant, our event is on the 2nd floor in Founders Room D

Date & Time:

Monday, April 8th, 2024 @ 3:15pm – 4:45pm
Presentation will commence around 3:30pm

Special Guest Presenter:

Michelle Munro – Director, Tax and Retirement Research at Fidelity Investments
https://onelifegala.com/people/michelle-munro/

Please RSVP by March 26th to Bannatyne Wealth Advisory Group
bannatynewealth@wellington-altus.ca

Please, feel free to extend this invitation to any women in your life who may wish to join!
We welcome anyone who may benefit from attending this event or would enjoy the presentation.

Let us know if you are bringing a guest, we look forward to welcoming you all!

Refreshments and a supportive community await you. Let’s break barriers and build a future of financial empowerment together

Susannah Law

B.Comm, CFP®

Investment Advisor

403.230.6380

susannah.law@wellington-altus.ca

Becky Forth

Associate

403.233.7700

becky.forth@wellington-altus.ca

Hosted By Bannatyne Wealth Advisory Group
**This educational event is paid for in part by Fidelity Investments**

Recent Posts

Canada Disability Benefit

Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities. The benefit aims to reduce poverty and provide greater financial security for those who may face additional living costs related to their disability.

July Market Insights: The Six Months Where Everything Changed

The Great Depression of the 1930s was more than an economic collapse; it was an ideological crucible. As capitalism faltered, socialism surged, promising salvation through state control.

The Upside of Downturns: Strategic Tax-Loss Harvesting

Volatile markets often prompt investors to review their portfolios and asset allocations. While market volatility is rarely enjoyable, it can open the door to valuable opportunities – especially for tax-savvy investors. One such opportunity is the “triggering” or “harvesting” of capital losses.

June Market Insights: The New Nexus of Power

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fuelled a populist backlash that upended politics from Ohio to Washington. The opioid crisis, the decay of small towns, and the anger of those left behind are not mysterious—they are the predictable fallout of an economic order designed by and for elites, insulated from the consequences of their own policies.

Wellington-Altus recognized as Canada’s top-rated investment dealer for sixth consecutive year

Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer in the 2025 Brokerage Report Card for the sixth consecutive year.

The information contained herein has been provided for information purposes only.  The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.    