Past Events

Snowbirds
For those who already do, or plan to, spend time in the US during retirement.  Join us for details on immigration, tax and estate planning, border crossing tips, real estate ownership and more.  Various dates throughout 2009 and 2010.
City of Langley - City of Langley Courses - Fall 2009
Retirement Income Crisis
Join us on Wednesday, September 23rd @ 2:00pm for a discussion surrounding living off the income from your portfolio and the myths and misconceptions of how much income you’ll need when you retire.  Please call Laura to RSVP, and for location details.  604-535-4738

The Oracle of Omaha…Warren Buffett

We’ve had feedback from a number of clients that they’re looking for more “dirt” than what the Spring Newsletter provided regarding Jolene’s trip to the Berkshire Hathaway AGM.  As such, we’re going to host an informal gathering:

Thursday, July 16th 2:30pm @ ScotiaMcLeod Boardroom

 Come and have a snack, chat about the markets and hear more details of what Warren Buffett is saying regarding the current state of affairs.

 As you know, we’re trying to grow our business.  Our goal for the rest of this year is to add four more clients just like you!  If you know someone who could benefit from the services we provide, please feel welcome to bring them with you. 

 Seating is limited, so please RSVP if you plan to attend.  604-535-4733

Time to BUY, SELL or HOLD?

Come and hear about Jolene’s trip to Omaha for the Berkshire Hathaway AGM with Warren Buffett.  We’ll also address what happened last year and what we think is going to happen in 2009.

June 24th - Details below

Invitation

January - March 2009 Seminar Schedule

Seminar Schedule January - March 2009

Barry LaValley - Last Chance Seminar

Barry LaValley is back!  Join us on Thursday, February 19th in Vancouver for yet another of Barry’s wonderful presentations on the Transition to Retirement.  Details below…

Barry LaValley Invitation & Details & Barry’s Bio

 Retiring in Uncertain Times

Thursday, November 27th @ 630p

Featuring Guest Speaker:  Barry LaValley  -  Biography

Invitiation with Location Details

A wonderful evening with Barry!  We’d like to thank him for joining us, as the feedback we received was exceptional.  For those of you who missed this event and would like more information, please let us know.  It looks like we may have the opportunity to host Barry again in February.

 Terry Fox Foundation Tour of Hope

Thursday, September 11th, 2008

ScotiaMcLeod White Rock Office - 1676 Martin Drive

12:00 - 2:00pm

Featuring Special Guest Speaker:  Darrell Fox

What a wonderful experience!  ScotiaMcLeod helped to raise an impressive $400,000 between May and September 2008.  The Terry Fox Foundation has raised more than $450 million dollars worldwide since its inception.

ScotiaMcLeod White Rock

17th Annual Charity Golf Classic

Thursday, September 4th, 2008

Congratulations to all who participated!  Once again over $15,000 was raised for various Peninsula charities, including Peace Arch Hospital Foundation, White Rock Hospice and Peace Arch Community Services.

FinancialPeaceofMind.ca

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