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CPAC-RBC系列公益讲座:个人理财之量身定制:太激进还是太保守? (已过期)
2020 年 09 月 04 日
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发布者: eventjob
头 衔: 暂无
起始时间 2020年09月19日
结束时间 2020年09月20日
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网址 https://cpac-canada.ca/cpac-rbc-webinar-919/?lang=zh-hans
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CPAC-RBC系列公益讲座:个人理财之量身定制:太激进还是太保守?

 

加拿大皇家银行(RBC )副总裁、顶级投资大师Richard So为您的投资理财指点迷津!无论您是刚刚开始储蓄的投资小白,还是有充足资金与经验的投资大亨,相信都能从本场讲座中获益。

 

日期及时间:2020年9月19日,星期六早上10点

讲座语言:英文讲座,Q&A环节有国粤语解答

点击这里报名:https://cpac-canada.ca/cpac-rbc-webinar-919/

 

每位投资者都有其独有的投资目标。本场网络讲座将为您提供独到全面的投资策略以满足不同投资者、不同投资目标需要。无论您是刚刚开始储蓄,还是有充足的资金进行投资,都可以从本场讲座中获得权威又实用的资讯,学习不同的投资理财工具及如何选择适合自己的投资理财方案。

 

此次讲座将涵盖:

 

我是一个成长型投资者:寻求长期的资本收益

 

我是一个保守的投资者:受益与风险控制并重

 

我是一个有税收意识的投资者:在寻求投资回报的同时纳税最低化

 

讲员信息:

 

Richard So, CPA, CMA, CIM, CFP, CFA

Vice President & Portfolio Manager & Wealth Advisor

 

Richard leads a strong investment and financial planning team that provides wealth management services to affluent business owners, professionals and retirees. He has been recognized as a member of the RBC DS Executive Council, a distinction that is awarded to the firm’s top advisors. Richard’s process looks to match the goals of the portfolio with the client’s unique needs and tax situation. His financial planning process helps families alleviate the common worries related to business succession and estate planning.  Richard is an HBA graduate of the Ivey School of Business at the University of Western Ontario and is a CFA Charterholder. He also holds the accounting and financial planning designations of CPA, CMA, CIM and CFP. Richard sits as a member of the SickKids Foundation Chinese Cabinet and in his spare time enjoys reading about history and theology. In the current COVID environment Richard enjoys camping every weekend with his wife and two sons.

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