CLICK HERE TO WATCH

QUARTERLY CONFERENCE CALL
Date: Thursday, May 6th, 2021
Time: 6:00 p.m.- 6:45 p.m.

Please join us for the first of our new quarterly webinar series. This will be a resource available exclusively to you, our amazing clients! Dennis and Jonathan will be the hosts and main presenters, and they will be providing economic and stock market updates, as well as tidbits of financial planning advice each webinar. As the programs grows, we will begin brining on topic experts as well to discuss items prevalent to your financial situation. We hope you can join us and find the value in it we are aiming to deliver!

Agenda:

- Intentions for Webinar

- Team update
o Gerry
o Cathi-Jo
o Joanne
o Switched Floors in Purdy’s Wharf
o Team email - Graves Group Mailbox

- Update on the economy and implications for stock market

- Profile core holding – Killam Properties

- Planning wrinkles
o Beneficiary Reminder
o CIBC SMART Plus account
o Family RESPs
o RDSPs
o CEBA deadline extended

- Questions & Answers
o Please Submit Your Questions in Advance. You can email them to me at jonathan.graves@cibc.com

- Closing Remarks & Thank you