Welcome to Viadeo
Sign in


Where would you like to be financially in a year? 5 years? 10 years? 30 years? Whatever your goals are, as the expression goes: "If you fail to plan, you plan to fail." My job is to work with people to help them identify their goals & develop investment plans that will put them on the road to realizing these goals. Also, as a Financial Security Advisor, I make sure they have the necessary insurance in place to ensure they are protected from the potholes in the road of life - premature death, disability and illness. Lastly, my background in taxation enables me to propose strategies to make sure that you pay as little as possible to the toll booths known as the federal and provincial governments. I look forward to seeing you at one of our future presentations or I invite you to contact me at (514) 569-2605 or at michael.lifshitz@inv estorsgroup.com to arrange for a free, no obligation meeting to discuss YOUR goals and YOUR financial future. I look forward to working with you.

- Michael Lifshitz, CA, MBA
Consultant
Investors Group Financial Services Inc.

Insurance products and services distributed through I.G. Insurance Services Inc. (a Financial Services Firm).


Managers

 Discussion forum

 Agenda

 View all forums

 I'd like to subscribe to this feed

 HomeUnited StatesForumsFinance, Bourse et Marchés - Divers

Reaching Your Goals: The Path to Financial Security

 2 members

Discussion forum

Exchange forum between members of the Hub. All members can write in this forum.

This forum does not include any messages.

Agenda

Designed to announce events, evening parties and/or meetings susceptible of interesting all members of the Hub. Only the managers of the Hub are allowed to write in this section.

Michael Lifshitz
Consultant, Investors Group Financial Services Inc.
June 2, 2008 7PM presentation (Friday, May 9, 2008)

Reaching Your Goals: The Path to Financial Security The presentation will cover the following topics: - Strategic investment planning - What is it and how can it help you? - Protecting your investment portfolio from inflation - Planning for your retirement - What if? - Keeping your plan on track even in the event of illness or premature death - Minimizing the taxes you have to pay The presentation will take place 7PM at: Investors Group Montreal Decarie 8250 Decarie, Suite 200 ...

Read 6 times

Discuss various topics, share expertise and make new business contacts with over 2,000,000 business professionals on Viadeo.