Education PAT Schedule
- What's happening to my investment portfolio?
April 2, 2020 3:00:00 PM
- Registration Deadline
- April 2, 2020
- # Registered
In this interactive, Q&A webinar, Drew Keith from Edward Jones will support PGA members who need guidance and direction on managing their personal finances during these difficult times.
To make the most of this webinar, please complete this form with any questions you have for Drew.
Drew will cover
Why is my portfolio down more than my friend or the market?
Do you know the companies you own in your investments?
Has your advisor called you during this crazy period?
Do you know Exactly how much your paying?
Are you aware that TD bank was fined 4 million dollar this week for withholding fee information from clients - back as far as 2015.
About Drew Keith:
Working in business for over 30 years, I have had the privilege of working alongside some of Canada's biggest, smartest and wealthiest corporations. I have had a breadth of experience working in the corporate world, sports, entertainment,media financial and non profit sectors. I have had the pleasure of participating on both public and private sector boards. I have built successful brands and worked with some of the toughest, talented, smartest and hardest working people you will ever encounter.Thirty years later, the world is a vastly different place, and the speed of change is constant and fast. However, no matter what changes our fundamental belief continues to be based on mutual trust, respect and open communication.When we work together, our long lasting relationship is what is most important tome - we must have open and honest dialogue. Two way open communication is the most effective way for us to build a financial strategy that will support your goals. We want to help you, and we know that means communicating consistently, openly and honestly, so we can achieve your goals.Today I love spending time with my wife, our two dogs, and our two teenagers. We like to travel, play sports, watch movies, play cards, and generally have fun. We have an active and busy house, and communication is key to our survival. When I have time to myself - I enjoy all styles of music, good food, and a comfy couch!
Registration is closed.