Oakville/Milton Meeting

This will be an amazing evening for the WIN & NIM!!
Golfers and non-golfers are welcome...

Summer Golf Clinics: with Rich Folino, Assistant Golf Professional. Wear comfortable running shoes; bring a sweater and a bottle of water. We need a minimum of 10 guaranteed participants and a maximum of 20. Limited availability so Hurry!!


Topic: “Stop and Ask for Directions!” with James Fraser.

Wealth Management is a long-term proposition, with savings and accumulation only one part of the equation.  Fewer things in life cause more stress and worry than money:  earning, saving, spending, and investing.  When one considers that 25 percent of women can expect to live to 92, and when combined with early retirement the fact that many people will spend less time employed than they will spend in retirement, effective Wealth Management has major “quality of life” repercussions.  Many Canadians – including the preponderance of wealthy Canadians – admit to having serious concerns in this regard.  Even during the most carefully planned trip, when one is in unfamiliar surroundings, the answer can be as simple as stopping and asking for directions.

Cost: Golf Clinic/Dinner & Meeting - $55.00 for members & $65.00 for non-members. Young participants (18 and less/students) $50.00 for members - $60.00 for non-members. Cash or Cheque.

Dinner & Meeting - $30.00 for members - $40.00 for non-members and Guests. Young participants (18 and less/students) $25.00 for members - $35.00 for non-members. Cash or Cheque.

Dinner includes: a glass of wine, buffet, dessert, tea and coffee will be served (vegetarian choice available).

Display table: $25.00 for members & $35.00 for non-members.

Cancellations: will not be accepted. Full charge will apply with no exceptions.. However; substitutions for registrants can be made at any time. Thank you for your cooperation and understanding in this regard.

Door prizes! If you want to contribute to a door prize, let us know. You give....you receive.. That's what it's all about!! Please don't forget to bring your business cards with you!

R.S.V.P (please type Oakville/Milton on subject line) by email at: meetings@winwithresults.ca or (416) 226.3288

Guest Speaker:
 
James Fraser, Financial Adviser, Senior Investment Executive, a member of the Fraser Forrest Team of the Canadian investment firm ScotiaMcLeod.

James (Jamie) Fraser is a Senior Investment Executive, a member of the Fraser Forrest Team of the Canadian investment firm ScotiaMcLeod, a wholly owned subsidiary of the Bank of Nova Scotia.  A graduate of the Canadian Military Colleges (Royal Roads and Royal Military College of Canada), Jamie and his team manage approximately a quarter of a billion dollars for clients from British Columbia to Newfoundland, overseeing all aspects of the wealth management equation for individuals and small corporations.  Jamie is uniquely qualified to address the Women’s International Network:  Jamie is the only male on the nine-member team, and in the words of one of his colleagues has learned everything he knows from women.


James Fraser
Senior Investment Executive
ScotiaMcLeod - Welland
247 East Main St Welland ON L3B 3X1

Phone: (905)732-7200
1.800.567.0856
Fax: (905)-732-6466
Email: james_fraser@scotiamcleod.com


    
Sponsored by "The RattleSnake Point Golf Club" (905) 878.6222



Final Thoughts; from Nikole with LUV….

The Third Law of Gold……
Gold clingeth to the protection of the cautious owner
Who invests it under the advice of men wise in its handling.

“Gold, indeed, clingeth to the owner, even as it flees the careless owner. The man who seeks the advise of men wise in handling gold soon learneth not to jeopardize his treasure, but to preserve in safety and to enjoy in contentment its consistent increase.”

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