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SUMMARY:TORONTO | Keynote session with AAGEF
DTSTART:20250326T210000
DTEND:20250326T235900
UID:2036
DTSTAMP:20260429T114825
LOCATION:CSI Annex Lounge  720 Bathurst St Toronto, ON
DESCRIPTION:AAGEF invites you to join Derrick Abraham & Ron Haik for a keynote session: The architecture of wealth - navigating economic uncertainty and strategies for tax mitigation\n\nDate: Wednesday 26 March 2025\nTime: from 6pm\nVenue: CSI Annex Lounge 720 Bathurst St, 720 Bathurst St, Toronto ON M5S 2R4\n\n\nWealth isn’t just about growth, it’s about safeguarding your assets. Join us for an insightful seminar where Derrick Abraham and Ron Haik, Wealth Advisors from Nicola Wealth, break down the current economic landscape and its impact on businesses and individuals. This session will cover:\n\n\n	Why major pension plans, including one that all Canadians are already invested in, look beyond stocks and bonds.\n	How geopolitical uncertainty can affect your investment portfolio.\n	The potential impact of inflation, tariffs, and interest rate changes on your financial goals.\n	Advanced tax planning strategies beyond RRSPs and TFSAs to help optimize your wealth.\n\n\nUnderstanding inflation, interest rates, and tax legislation is essential to safeguarding and growing your wealth. Gain practical insights and actionable strategies to navigate today’s challenges with confidence.\n\n\nRegistration\n\n\nAgenda:\n6 pm : Networking\n7 pm : Keynote Speaker + Q&A\n8-9 pm : Networking\n\n\nSpeakers\n\nDerrick Abraham (Schulich) is a Wealth Advisor | Portfolio Manager at Nicola Wealth in Toronto, where he serves high-net-worth clients by offering invaluable financial guidance, managing risks, and fostering meaningful relationships.\n\nRon Haik (Schulich) is a Wealth Advisor | Client Relationship Manager with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high-net-worth segment.\n\nWe encourage you to send in any questions that matter to you in advance for a fruitful dialogue – addressing topics and concerns that matter to you. If you wish to submit any questions in advance – you may send this directly to Ron & Derrick at: rhaik@nicolawealth.com / dabraham@nicolawealth.com\n \n\n\n \n\nAAGEF Ontario, with over 2,000 executives, is a networking association of French Elite Graduate Schools alumni, living and working in Ontario. We also welcome Ontario-based alumni of Canadian and global Elite Universities. \n\nFollow us on LinkedIn. \nWe also have a whatsapp group - feel free to join https://chat.whatsapp.com/IWYZDMqqfG1L5uBiz8Z1Sq\n\n\n\n \n\n \n\n \n\n\n\n\n 
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DESCRIPTION:TORONTO | Keynote session with AAGEF
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