Empowering Investors through Education
- Factual, unbiased information
- Topical issues related to the current investment climate
- Flexible formats tailored to your requirements
It is our mission to empower Canadian investors with the education they require to take control of their financial lives and achieve their investment objectives.
Retirement Planning
This series of seminars examines the financial and emotional issues surrounding the transition to retirement.
Personal Finance
This series of seminars shows how to deal with the financial issues that most individuals experience at some point during their lives. We talk about the financial aspects of events such as education, home ownership, marriage, raising a family, buying a house, saving for retirement. These seminars give participants the proper framework for making sound financial decisions.
Becoming a Better Investor
‘Becoming a Better Investor’ highlights the importance of a disciplined investment process. It outlines the principles of sound investment strategy, and teaches participants how to monitor their own investment portfolio to get the best value for the fees they are paying. Our ‘25 most common investment mistakes and how to avoid them’ seminar is also in this category.
Investment Products
This seminar explains the pros and cons of various investment products such as mutual funds, exchange traded funds, hedge funds, structured products, WRAP accounts, and regular stocks and bonds.
Life Insurance
The pros and cons of the different types of life insurance products such as term life, group life, whole life and universal life insurance are covered in detail.
Understanding Your Pension Plan
This seminar explains both defined benefit and defined contribution pension plans, the options available, and the pros and cons of different choices that investors may be forced to make.
Income Tax Planning and Preparation
Weigh House works with outside experts in income tax and estate planning to conduct seminars on relevant issues such as strategies for income splitting, stock option management and tax deferral.
Estate Planning
In this seminar series, participants learn strategies for preserving wealth and avoiding pitfalls related to estate planning. Options to provide for family members and future generations are explored. Strategies for minimizing taxes and for transferring assets without complications or delays are explained.
Retirement: Adventure ... or Misadventure?
Weigh House Investor Services, in a joint venture with Markus Consulting, provides a unique retirement workshop on the philosophical, psychological and emotional preparations required for life-after-work. Intended for people within two to five years of retirement, the workshop has been conducted on over 200 occasions at government organizations and corporations across the country.
For more information, please visit markusconsulting.ca.
Weigh House seminars do not promote specific investment or insurance products.
