Events
Health & Wealth: Building Strong Foundations for your Family
Jun 05, 2025 01:30 PM Eastern Daylight Time - Jun 05, 2025 03:00 PM Eastern Daylight Time
Learn to nurture your family’s physical health while securing their financial wellbeing and avoid common mistakes.
Financial Planning: RESP Strategies, Creating Generational Wealth with Insurance and Trust Funds, Estate Planning and Tax Tips.
Holistic Health: Nutrition Essentials, Stress Management and Family Wellness Strategies
Dinner provided
RSVP RSVP to Health & Wealth: Building Strong Foundations for your FamilyCustomized Investing in Uncertain Times
Apr 03, 2025 09:00 AM Eastern Daylight Time - Apr 03, 2025 10:30 AM Eastern Daylight Time
Customized Investing in Uncertain Times
- Current market trends and economic outlook for 2025 and beyond
- Balancing growth potential with downside protection in today's markets
- Understanding when to leverage the power of alternative investments
Join us for an informative session on today's financial markets. We'll explore current economic trends, discuss innovative wealth management strategies, and explain how to balance growth opportunities with risk protection. This presentation is designed to help you better understand alternative investments and how to use them to navigate the complexities of today's financial landscape.
Location: Collingwood Library
Time: 9am - 10:30am
The event is hosted by:
- Fraser Willson, CFP, CIM | CIBC Wood Gundy | Senior Wealth Advisor
- Robyn Morgan | Director | Commercial Banking | North & East | CIBC
- Collingwood Chamber of Commerce
Our Features Speakers:
Ashley Copeland | Director, Wealth Solutions Group | CIBC Capital Markets
Ashley Copeland is a member of the Wealth Solutions Group at CIBC Capital Markets Inc. As part of the Wealth Solutions Group, Ashley is involved in the origination and distribution of structured products to municipal, retail and high net worth investors. Ashley holds an Honors of Business Administration from the Richard Ivey School of Business and a Bachelor of Engineering Science in Chemical Engineering from Western University.
Leïla Yacoubi | Executive Director, Wealth Solutions Group | CIBC Capital Markets
Leïla Yacoubi is an Executive Director at CIBC Capital Markets with 13 years of experience in Law and Finance. Prior to joining CIBC Capital Markets, Leïla practiced securities and banking law at leading law firms in Montreal and Toronto. In 2018, she joined the Structured Products group of CIBC Capital Markets, overseeing deal execution and product development, and managing legal and reputational risk for the business. Today, Leïla heads the team responsible for distributing customized solutions for Ultra High Net Worth clients including leverage strategies and hedging products. Leïla holds degrees in both civil and common law from Université de Montréal (LL.B./J.D.), and is fluent in English, French and Spanish.
RSVP RSVP to Customized Investing in Uncertain TimesStrategic Philanthropy
Oct 29, 2024 05:30 PM Eastern Daylight Time - Oct 30, 2024 06:30 PM Eastern Daylight Time
Tuesday, October 29, 2024 5:30pm - 6:30pm
Location: Huron Club Lounge
Come hear from our panel of experts on how to maximize your charitable gifts and avoid common mistakes.
The panel includes: Fraser Willson CFP, CIM® from CIBC Wood Gundy, Sandra Sullivan from Hospice Georgian Triangle Foundation and Karen Clarke, MFA-P from Canada Gives.
Light snacks and refreshments are included.
Please RSVP to fraser.willson@cibc.com
Contact: Fraser Willson
Phone: 647-588-4344
Email: fraser.willson@cibc.com
Website: https://www.WillsonInvestments.com
RSVP RSVP to Strategic Philanthropy
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