CURRENT OPPORTUNITIES• Dividend Portfolio• Growth Portfolio – Global Opportunities seminar held in October• U.S. Real Estate – Seminar November 20, 2012: RSVP to Matt (Matthew.Kaustinen@RichardsonGMP.com )
THE LIFEBOAT DRILLWhat we do to prepare• Manage the Dividend Portfolio• Be nimble within the Dividend Portfolio• Recognize opportunities outside of the Dividend Portfolio• Meet with you to determine your plan
THE LIFEBOAT DRILLWhat we can do together• Prepare for the „What if?‟ with a meeting• Complete your Financial Dashboard• Determine priorities and funding sources• Reduce the impact of emotion
THANK YOU FOR JOINING US www.WilliamEllis.ca @EllisWealthMgmt
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