Join Us for Our Investment Workshops

 

For many individuals new to financial investments, Alberta Wealth Management Inc. offers many helpful workshops. We understand the stress that can come with financial investing, that’s why our workshops help you understand the Canadian tax laws and how you use them to your advantage. Check back on this page to see what kind of workshops we have available. For more information, please feel free to browse through some of our past workshops. If you’re interested in signing up for one of our latest workshops, contact us to register.

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Guaranteed Income Funds

On September, the 7th at 7:00 pm sharp at the Delta South Hotel we will be running a seminar on Guaranteed Income Funds. We will be in the Fort MacMurray room.


What you will learn:

  • The 7 Benefits of Segregated Funds
  • Rules and Regulations 
  • The Best Funds in the Market
  • The Guarantees
  • How to Purchase These Funds
  • Who is Alberta Wealth Management Inc


The Delta South Hotel is on 4404 Gateway Blvd and the Whitemud. Manulife’s VP C.J. Hutchison will be the presenter and Richard Wright of Alberta Wealth Management Inc will be sponsoring the event. You can register on line at www.wealthyalberta.com under Work Shops or call 780‑974‑0199. There will be draw for prizes at the end of the meeting.

Market Conditions

Executive Royal Hotel – July 17

In today’s noise-filled environment, it can be tempting to make short-sighted decisions based on emotions, including decisions like staying out of the markets altogether. However, this can make it very difficult to achieve your retirement goals. The key to long-term investment success is to maintain discipline by adhering to your investment plan through all types of markets.


Making decisions around your portfolio without the context of the current investing environment can lead to missed opportunities, sub optimal portfolios and even investments that are entirely inappropriate for the specific goals that each investor has. Join us for timely insights and the expectations of RBC Global Asset Management on the global economy.


Over the past few years, negative headlines and market volatility have made many investors prone to altering well thought-out investment plans during periods of heightened market volatility. Decisions to move out of equities and into cash tend to be made hastily and out of fear and anxiety, as opposed to a disciplined portfolio review that considers how various assets should be allocated to suit investment objectives, risk tolerance, and time horizon.


From a historical perspective, there have been numerous “crises” over the years that have caused stock markets to pull back. Whether it was the “Tech Wreck” in 2000, 9/11 or the global financial crisis of 2008/2009, the world has demonstrated its resiliency, overcoming and moving forward after periods of crisis, some of which were “unthinkable” when they were unfolding. Historically, stock markets have mirrored that resiliency, trending higher over time. While rushing to sell off portfolios may serve to help quell emotions, in hindsight the timing of such decisions could mean lost opportunity and not achieving your long-term investment goals.


We will discuss strategies to inoculate your plan against these impulses by examining behavioural psychology as it relates to investing and some specific opportunities that we are seeing in the marketplace today. We will also cover off a Market Update and discuss where RBC Global Asset Management sees opportunities going forward.

Generating Income

TD Asset Management - Navigating Your Future: New Retirement Realities - July 10, 2013

The traditional do-it-yourself approach to fixed income investing needs to change. Please join us as we will examine the dilemmas facing investors, and review what Retiring Canadians are concerned about. A review of investment options available and introduction to TD Asset Management’s Fixed Income team and their strategies will be explained. In addition to the TD Advantage Income Portfolios and the TD Income Advantage Portfolio, TD Mutual Funds offers the TD Dividend Growth, TD Canadian Equity, TD Monthly Income and the TD Global Dividend Funds as solutions.

What’s Your Interest Rate Doing…to Your Relationship?

Workshop Brought to You By Alberta Wealth Management Inc. – January 2011

Financial stress can affect every aspect of our lives and more particularly our relationships and marriage. Statistics indicate that finances are one of the top causes of divorce in today’s families. What’s your interest rate doing in your relationship? Alberta Wealth Management Inc. strives in providing you with information you can use to ensure that you and your financial assets are protected from one of the ugliest predators, divorce. This predator may not seem like a concern for you, yet divorce statistics indicate that in most divorce cases, one person in the marriage did not see it coming.


We want to give you and your life partner the expertise so you are well informed, aware, and managing your personal affairs so this doesn’t happen to you.


Relationship experts, Dan and Carol Ohler, are here to help. Dan and Carol have been successfully married for almost three decades now which nowadays is an anomaly. Over the past 10 years they have helped hundreds of couples to develop successful communication skills and to prioritize the relationship.

FlexEquity©

Workshop Brought to You By Alberta Wealth Management Inc. – June 2008 | Segregated Funds to Life Insurance Companies

Most of us have gotten used to our homes as merely a place to live. We'll show you how your home can be much more useful to you than that, without making any sacrifices. You'll be amazed how owning a piece of real estate can also help you build wealth and slash your income taxes. If over the years you've built equity in your home and you are not treating it like your own private bank, you are missing an awesome opportunity to accumulate wealth and improve your lifestyle.


Congratulations on taking the first step to developing an action plan that will help to provide for your future.


You have probably found that most of the information and resources on investing tends to focus on the same thing - save more and spend less, stick to a disciplined long-term investment strategy. This may be okay for people who don't have expenses like groceries, car loans, credit cards, mortgages, repairs, or children. In the end the underlying message is, "Suffer Now to Afford Retirement."


Most people we have spoken to know they need some kind of retirement plan. However they want to enjoy their life now while they are younger and able to do some of the things they dream of. You can have both. Our FlexEquity© workshop can teach you how.


This Workshop Preview Pack is designed to give you a brief summary of how Richard Wright's FlexEquity© plan can help you. Completing the self-evaluation chart below will enable you to see if you qualify for FlexEquity©. If you do, we encourage you to attend the workshop or make a personal appointment with Richard Wright to get the details.


This strategy is designed to help people deal with two problems that face most of us - we have far too much money tied up in our homes and at the same time, too little saved for retirement. This leads most people to feel that they have to choose between an enjoyable lifestyle today or a pleasurable retirement tomorrow.


Do We Really Have to Choose Between a Life Today and Our Retirement?

The Reality Is - You Can Have Both

By attending our workshop you will learn how to use "Canadian tax laws to your advantage" - all without spending a penny more. You will enhance your wealth and slash taxes through the benefit of home ownership. We'll even show you how you can pay off your mortgage sooner!


The FlexEquity© workshop will show you how to convert some of your debt to a tax deductible expense and how to reinvest your savings in a guaranteed investment vehicle. Our plan exchanges non-deductible (bad debt) to tax deductible (good debt). Bad debt is money borrowed for your personal needs such as car loans, home improvement loans, and mortgages, where as "good debt" is money borrowed to give you a return and is an allowable tax deduction.


Although most people qualify for Richard Wright's FlexEquity© Strategy, due to certain circumstances some do not. We would like you to attend if there is an opportunity that we may be able to assist you so we've designed a simple FlexEquity© Self-Evaluation Chart to roughly determine your debt ratio. This is something you can do privately to help you with your decision to attend our workshop. If you need assistance however, please don't hesitate to call Richard Wright directly.

FlexEquity© Strategy Self-Evaluation Chart

You Should Attend If…

  • You desire a tax deductible expense
  • You want to put your home equity to good use
  • You want to pay off your mortgage faster without spending a penny more to do it
  • You desire a unique Wealth Accumulation Plan


What You Will Learn…

  • How to make your home equity tax deductible
  • How to take advantage of the Canadian tax laws
  • How to protect your investment portfolio from downside market risk
  • Improve your lifestyle without spending a penny more


If you're not taking advantage of Richard Wright's FlexEquity© Strategy you are missing one of the best opportunities toward improving your financial picture.


Your Host – Richard Wright, CLU

Richard consistently delivers new and innovative products to his clients for investment and successful financial services. The FlexEquity© is only one of many. He has over 30 years’ experience in the financial services industry, 18 of which have been dedicated to successfully growing his own financial advisory firm. The rapid growth of the firm was largely attributed to referrals from satisfied clients. As an Independent Financial Advisor he is not affiliated with a specific company so he is not limited to only one product offering. Because he can select products from a variety of companies, his clients receive the best investment vehicle to suit their strategy and risk tolerance. Mentorship, teaching, and sharing of knowledge are the traits of a good financial advisor. Sharing his strategies, techniques, and information with clients leads to trust and mutual respect which in turn creates a relationship with a shared sense of mission. Richard, president of Alberta Wealth Management Inc., has helped hundreds of people achieve and go beyond their financial goals. He is looking forward to meeting you at the workshop to introduce you to some unique and innovative solutions to your financial issues.

Charitable Giving Fund

Workshop Brought to You By Mackenzie Investments – December 2007

  1. How will you be remembered after you are gone?
  2. What impact will you have on this world?
  3. What legacy will you leave to your community?


One answer is the Mackenzie Charitable Giving Fund. This is a donor-advised fund that has been around for some time and is among the fastest growing charitable instruments in the world. It is a simple, cost-effective charitable vehicle that combines immediate tax benefits with the ability to support your favourite charities.


Four Easy Steps

  1. The initial gift - Decide on how much you would like to donate. The initial gift to your fund must be at least $25,000 or a group of 5 people could pool as little as $5,000 each to create their own charitable foundation.

  2. Make the donation - Your donation may be in cash, stocks, bonds, mutual funds, or insurance. In Canada, gifts of publicly listed securities, bonds, mutual funds, etc. do not attract taxable capital gains. In addition, you can maximize your tax credit up to 75% of your net income on each donation.

  3. Naming your fund - Decide what you would like to call your fund, i.e. "Smith Family Charitable Fund."

  4. Name your successor - You can choose an individual to succeed you as a successor. For example, you may choose to name your children or other family members to establish a multigenerational tradition of philanthropy.

Investor Psychology & How It Affects Your Mutual Fund Investments

Workshop Brought to You By AGF – April 2007

Founded in 1957, AGF is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world. Our international operations include offices in London, Dublin, Singapore, Tokyo, and Beijing.


With approximately $52 billion in total assets under management, AGF serves more than one million investors with offerings across the wealth continuum. AGF’s products and services include a diversified family of more than 50 mutual funds, AGF Harmony tailored investment program, the evolutionary AGF Elements, AGF Private Investment Management, and AGF Trust GICs, loans and mortgages.


AGF is pleased to partner with Richard Wright in presenting “Investor Psychology and How It Affects Your Mutual Fund Investments” workshop.


Come join our workshop as we discuss how your behaviour can significantly influence the performance of your investments. Learn the tools to help you recognize those situations where costly mistakes are likely to occur and where not acting, at times, can be more beneficial than reacting. This workshop is intended to create behaviour that will help you to make good investment decisions and ultimately reach your financial goals.


Wayne Myers, Regional Vice-President, AGF Funds will walk through the process that each of us go through when making an investment decision. By considering each step in the process one can gain a better understanding of why one makes the choices he or she does. We will evaluate how each step has an important bearing on our decision making abilities and ultimately the actions we take.


Emotional Rollercoaster Example

To demonstrate our point, consider below: the “Emotional Rollercoaster.”

"Emotional Rollercoaster" example

(Weekly results from the S&P/TSX Composite Index. Source: Bloomberg. Data to June 30, 2006. This information is for illustrative purposes only. Past returns are not indicative of future results.)


Most people buy and sell at the wrong times. They want to get rid of their investments when they feel they are losing money, so they sell and then buy when others have held on and are now profiting. The result is that money is lost and never regained because the #1 rule of investing is ignored - “Buy low, sell high.”


Figure 1.0 is a simple illustration of the “Emotional Rollercoaster” that many investors travel. It demonstrates how investors generally sell low and buy high, missing great buying opportunities and losing money. In this workshop we will demonstrate the benefits of staying invested even when the market creates uncertainty. We will teach the right investment behaviour to ensure that you make the right choices and get the best results.


By attending our workshop you will see how, knowing yourself, seeking professional guidance from a financial advisor, and setting realistic goals will lead you towards a path of wealth creation.


Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Are You Prepared for the Implications of Tax on Your Retirement?

Workshop Brought to You By Franklin Templeton – May 2007

Do you currently hold investments outside your RRSP for your retirement savings?

  • If you answered no, you may be asking yourself why it is important to do so
  • If you answered yes, do you know if you are investing in tax-smart solutions?


Making tax-smart investments outside your RRSP can greatly improve your investment growth and meet your needs at retirement.


Invest Today with Tomorrow in Mind™ is all about showing you actual tax-smart strategies for all your investment needs, regardless of your life stage, that you can start using today!


In This Seminar You Will Learn

  • How long-term tax-efficient investment strategies can greatly impact your overall wealth plan
  • Investment strategies to defer taxes until you are potentially in a lower tax bracket
  • How you can grow your investment faster


Seminar Agenda

This seminar will be structured around the key phases of retirement and tax planning. Topics that will be covered include:


Part 1: Growth Stage
Learn to grow your investments faster using Franklin Templeton Investments Corporate Class Solutions


Part 2: Retirement Planning
How to get the cash flow you need and preserve your capital using Franklin Templeton Investments’ Series T and Alternative Investment Solutions


Part 3: Wealth Transfer
How to protect and transfer your wealth leveraging Franklin Templeton Investments unique Investment, Trust and Estate Services*

*Provided by Fiduciary Trust Company of Canada, a wholly owned subsidiary of Franklin Templeton Investments Corp. Enroll today and benefit from Franklin Templeton’s Tax-Smart Solutions tomorrow!

The Failure of Consensus Investing

Workshop Brought to You By AIM Trimark®


"Be fearful when others are greedy and greedy when others are fearful." - Warren Buffet


Great investors like Warren Buffet know one thing: consensus investing leads to poor investment returns. Retail investors are constantly inundated by media reports touting the latest hot stock or hot sector boasting stellar short-term performance and shunning out-of-favour companies whose short-term returns are poor.


Today, most Canadians are falling all over each other to buy oil, basic materials, and real estate. Most Canadians have more capital allocated to oil, basic materials, and real estate than in any other point in history. Just like other manias such as large cap blue chips in 1970, oil in 1980, Japan in 1988, and technology in 1999, most Canadians are entirely confident the future is bright. With a 25-year history of successful investing in global markets, AIM Trimark asks “what if you are wrong?”


This evening is for you if you have a significant portion of your money in Canadian equity mutual funds, balanced funds, stocks, or are considering the purchase of a second or third home. We will learn about investment discipline from AIM Trimark, one of Canada’s premier investment management firms and a leader when it comes to protecting investors' wealth. AIM Trimark will help put the media and hot investment themes in context, talk about their proven 25-year investment discipline, and provide some guidance about the way forward for your portfolio.


Agenda

  • Consensus Investing 1970 – 2006: The five-year pattern of failure
  • The disconnect between media hype and investment returns
  • Why most Canadians face the same level of risk today as they did in 2000
  • The way forward: The Trimark Investment Discipline of business, management, and price
  • Why asset allocation will work for you

Workshop for Investment Options with Alberta Wealth Management Inc.

  • GIF’s (Guaranteed Income Funds) with advantages over Mutual Funds
  • PPI Valet investing on your own into ETF’s and other investments.
  • Newport Private Wealth for investors with over $200,000 to invest in discretionary investing.

Workshop is on July 31 at 7:00 pm sharp. Located at The Mortgage Group at 10250 A 176 Street, Edmonton AB. To register on line go to richard@wealthyalberta.com and look for seminars or call 780-974-0199.

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