Webinars

Wagner Investment Management Team
Mid-Year Review 2024

The Road Ahead:
Year in Review and What’s Ahead for 2024

Introduction to Wellington-Altus - Understanding your Investment Statements

Jan 23, 2023

Hosts: Mike Troppmann and Rana Kadri

An Introduction to Responsible Investing

Nov 22, 2023

Hosts: Patti Dolan

Guest Speaker: Vishal Bané – Co-Portfolio Manager, AGF Investments Inc., Jamie Bonham – Director, Corporate Engagement, NEI Investments

Executor Workshop 2023

Nov 17, 2023

Hosts: Susyn Wagner, Patti Dolan, and Karen Routledge.

Guest Speaker: Jonathan Ng, P.Eng, LL.B., lawyer with Underwood Gilholme.

Making the Most of Your Government Retirement Benefits

Oct 18, 2023

Hosts: Susyn Wagner, Patti Dolan, and Karen Routledge.

Mid-Year Market Update with Dr. James Thorne

July 6th, 2023

Hosts: Susyn Wagner, Patti Dolan, and Karen Routledge

Guest speaker: Dr. James Thorne

Aging in Place

May 24th, 2023

Hosts: Patti Dolan and Karen Routledge

Guest speaker: Karen Whiteman

Building your Best Portfolio

April 27th, 2023

Hosts: Karen Routledge and Susyn Wagner

The Responsibilities of Being a Caregiver

March 27th, 2023

Hosts: Susyn Wagner, Patti Dolan, and Karen Routledge

Guest speaker: Johnna Lowther

Navigating Rough Waters: Year in Review and What's Ahead for 2023!

January 26th, 2023

Hosts: Susyn Wagner, Patti Dolan, and Karen Routledge.

Guest speaker: Dr. James Thorne

Charitable Giving

December 5th, 2022

Hosts: Karen Routledge, Patti Dolan, and Susyn Wagner

Guest speaker: Denise Castonguay from Canada Gives

Building your Best Retirement

October 12th, 2022

Hosts: Susyn Wagner and Karen Routledge

Celebrity Planning Gone Awry Webinar

June 8th, 2022

Hosts: Karen Routledge
Guest: Michelle Connolly

Investsment Basics

May 4th, 2022

Hosts: Susyn Wagner and Karen Routledge

Following You Money Trail: Building an Effective Cash Flow Plan

March 30th, 2022

Host: Karen Routledge, RRC, CFP®, Senior Investment Advisor

History Doesn't Repeat But it Often Rhymes: Year in Review and What's Ahead for 2022

January 25th, 2022

Hosts: Susyn Wagner and Patti Dolan
Guest: Dr. James Thorne

Kathy MacDonald

Kathy MacDonald – Cyber Awareness Specialist

June 24th, 2021

Kathy Macdonald, a published author and former police officer with 25 years of investigative and crime prevention experience, will address cyber security, cybercrime prevention, social media and privacy from the standpoint of awareness, prevention, and response.

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.

© 2024, Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION.

www.wellington-altus.ca