Events
June 4th Kom vanderMaden Advisory Group Client Conference Call
Jun 04, 2024 09:00 AM Eastern Daylight Time - Jun 04, 2024 09:30 AM Eastern Daylight Time
WILL THEY MAKE IT?
A family, a business owner, or a retiree each has wealth management goals. Life intervenes along the way. Can they still reach their goal - and how?
For our last educational Client Conference Call before the summer, we invite you to a unique case-study discussion on Financial Planning solutions to life’s issues. Much like the popular weekend newspaper series, we will present real-life situations that need analysis and a game plan for the client to achieve what they want.
Our expert Guest Presenter: CIBC Private Wealth’s very own Mark Defalco, Financial Planning Specialist.
Don’t miss this one! And you are welcome you to extend this invitation to anyone you feel might benefit from this month’s educational conversation.
RSVP RSVP to June 4th Kom vanderMaden Advisory Group Client Conference CallMay 22nd Kom vanderMaden Advisory Group Client Conference Call
May 22, 2024 09:00 AM Eastern Daylight Time - May 22, 2024 09:30 AM Eastern Daylight Time
Canadian Dollars, American Businesses
It’s a common conundrum for Canadian investors: wanting to buy shares in a company like Apple or Costco, but not wanting to convert Canadian dollars at a highly disadvantageous exchange rate. What if we told you that many of your favourite U.S. stocks trade on a Canadian stock exchange, in Canadian dollars?!
Introducing Canadian Depositary Receipts (CDR’s).
Join us for a discussion with CIBC’s very own Stephen Galey, Executive Director of Wealth Solutions Group. Stephen and his team are innovators in bringing some of the most sought after U.S. companies to the Canadian investment landscape. What is a CDR and how does it work? Which companies are available? What does the future hold for CDR’s? We’ll cover all the basics to give you a glimpse at this wonderful investment opportunity.
We look forward to your participation and welcome you to extend this invitation to anyone you feel might benefit from this month’s educational discussion.
RSVP RSVP to May 22nd Kom vanderMaden Advisory Group Client Conference CallApril 10th Kom vanderMaden Advisory Group Client Conference Call
Apr 10, 2024 09:00 AM Eastern Daylight Time - Apr 10, 2024 09:30 AM Eastern Daylight Time
A role for AI?
By now we have all heard how "AI" or Artifical Intelligence is taking another leap forward to assist people in carrying out a variety of tasks. Could this be helpful in financial planning and investing?
It's hard to separate the hype from the reality. But one of our investment managers has been using AI for over a decade to make portfolio choices.
Join us for a discussion with Fiona Wilson, Senior Portfolio Manager at Guardian Capital LP on how technology has played one part in analyzing dividend-paying stock opportunities from developed countries around the world.
We look forward to your participation and welcome you to extend this invitation to anyone you feel might benefit from this month’s educational discussion.
RSVP RSVP to April 10th Kom vanderMaden Advisory Group Client Conference CallMarch 5th Kom vanderMaden Advisory Group Client Conference Call
Mar 05, 2024 09:00 AM Eastern Standard Time - Mar 05, 2024 09:30 AM Eastern Standard Time
GIVING
DISCOVER WAYS TO AMPLIFY YOUR PHILANTHROPIC IMPACT
Philanthropy plays a crucial role in addressing social issues, supporting causes, and fostering change. Your charitable efforts inadvertently inspire others to give, creating a ripple effect of generosity and compassion.
Maximizing the impact of your charitable donations is therefore crucial because it ensures that resources are used efficiently, resulting in tangible positive outcomes for communities and individuals. To discuss ways to magnify your philanthropic strategy we’re delighted to host a conversation with Kate Lazier, LLB, CFP Director Philanthropy & Legacy Planning with CIBC Private Wealth. During this conversation with Kate we will uncover:
- The benefits of donating investments instead of cash.
- How to properly integrate philanthropy into your estate plan.
- A way to make giving a part of your ongoing financial legacy.
We look forward to your participation and welcome you to extend this invitation to anyone you feel might benefit from this month’s educational discussion.
RSVP RSVP to March 5th Kom vanderMaden Advisory Group Client Conference CallJanuary 24th Kom vanderMaden Advisory Group Client Conference Call
Jan 24, 2024 09:00 AM Eastern Standard Time - Jan 24, 2024 09:30 AM Eastern Standard Time
Take Cover
COVERED-CALL INVESTMENT STRATEGIES CAN RESULT IN BRILLIANT OUTCOMES, BUT PROPER PRECAUTIONS SHOULD BE TAKEN TO AVOID GETTING BURNED
Welcome to 2024!
We’re excited to continue into the new year our Client Conference Call series with a topic that seems to be all the rage with income-oriented investors, Covered-Call ETF’s. This security type boasts radiant dividend yields, some as high as 14%! But just as high levels of UV can damage your skin, high levels of yield can actually damage your portfolio.
To explain and guide us through the tips and trap this investment strategy, Michael Clare, Senior Vice President & Senior Portfolio Manager at Brompton Funds is our special guest for January. Our conversation with Michael will reveal:
- The mechanics of Covered-Call strategies.
- The most effective uses of this yield enhancing tactic.
- Some of the pitfalls that investors should be aware of.
We look forward to your participation and welcome you to extend this invitation to anyone you feel might benefit from this month’s educational discussion.
To reserve your spot at this virtual event, please RSVP by clicking below.
RSVP RSVP to January 24th Kom vanderMaden Advisory Group Client Conference CallNov 28th Client Conference Call with Benjamin Tal
Nov 28, 2023 10:00 AM Eastern Standard Time - Nov 28, 2023 10:30 AM Eastern Standard Time
THE ROAD AHEAD
AN INTERVIEW WITH SPECIAL GUEST SPEAKER
BENJAMIN TAL, MANAGING DIRECTOR, CIBC ECONOMICS
As part of our dedicated client webinar series we’re thrilled to invite you to an exclusive interview with Benjamin Tal, Managing Director CIBC Economics.
When we last interviewed Benjamin in October 2022 we focused on topics such as inflation, employment shortages, supply-chain disruptions, and interest rate hikes. Although some of those topics are still top of mind today, the landscape has evolved considerably since last Fall. Join us from the comfort of your home or office for our conversation with Mr. Tal, who will put the current state of the North American economy into perspective and provide a glimpse of what might lie ahead on the horizon.
RSVP RSVP to Nov 28th Client Conference Call with Benjamin Tal