Financial Planning  

Speaker: Mark Van Graft CFP CIM  

Date / Time: Tuesday November 26th 10-12noon (talk will be 10:30-11:15) 

Location: St Timothy's Church, 100 Old Orchard Grove, Toronto, ON

Description: Join us as Mark discusses Financial Planning, options for planning for your child’s education and helps us with tools for creating and maintaining a household budget. He will go over: How to set and achieve your financial goals, wills, insuarnce, government benefits and much more. 

Bio: Mark van Graft is a Certified Financial Planner and Chartered Investment Manager with more than 20 years’ experience in the financial services industry. Acting as a trusted advisor to his client’s Mark seeks to understand his client’s goals and concerns regarding their retirement, children’s education, insurance, taxes, and estate planning. He believes in constructing portfolios that invest in strong companies bought at fair prices that have a history of predictable growth in earnings and dividends, which also ultimately leads to capital appreciation

Website: www.mackieresearch.com

Organization: Mackie Research 

A few other notes:

• Attendance will be managed using the Meetup App. Please RSVP before coming to the church.

• Doors open at 10:00am, and attendees generally arrive between 10:00 and 10:30. We understand that babies nap at various times, and not everyone is able to join at the same time. In the event you arrive after 10:30, we ask that you please enter quietly to minimize disruption to the speaker. Meeting format:

  • 10:00 - 10:30: Socializing

  • 10:30 - 10:35: Announcements

  • 10:35 - 11:15: Speaker

  • 11:15 - 12:00: Socializing

• In order to protect each other and our community, we ask that if you are not feeling well to please stay home.

• Please enter the church via the entrance with the rainbow fence on Ridley Blvd. Go up the stairs to the first landing, turn right and we will be in The Henry Marsh Room (The Parlour).

• Tuesday meetups are for full members but social members can also join for a $5 drop-in fee.

• Strollers are not permitted inside of the church. Please park your stroller next to the entrance.

• Please take off all wet/dirty footwear when you arrive and leave it in the coat rack area in the hallway before entering the meeting room.

• Parking is available on Ridley Blvd. Please do not park in the church lot (the church has asked us not to park in the church lot).

E-mail: info@northtorontomoms.com
Website: http://www.northtorontomoms.com/
Instagram: @ntmoms

Check out our events page for more information and other events. You can also RSVP via our group on the Meetup App.