Seminars and Media

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Client seminars & events:

“What Canadians need to know about US Tax law”, November 9, 2011
Opportunity International annual luncheon, Oct 21, 2011
9th annual Tax planning for the wealthy family. Federated Press, Calgary, March 20 & 21, 2011
“One person can make a world of difference” Socially Responsible Investing update, February 15, 2011

Rearranging retirement, Advisors Edge, October 2011
A safe place for your clients’ vital documents, Investment Executive, October 2011
Dealing with the big draw down, Advisor.ca, September 8, 2011
CTV Calgary- Global market meltdown - CTV News, August 8, 2011
Debt debate prompting more Canadians to review their investment portfolios, Global TV, July 26, 2011
Baby boomers tweaking views on retirement, Calgary Herald, July 24, 2011
Savings trends point to lack of planning, Wall Street Journal Online, March 10, 2011
Health may determine date, Wall Street Journal Online, February 7, 2011

What to do with a tax refund, Breakfast Television, May 20, 2010 link: http://www.youtube.com/user/futrvalu#p/a/u/0/2eHjUEwc45A