Business & Practice Management - Intelligent Investing

Business & Practice Management - Intelligent Investing
Product Code: 140418BPM
Availability: In Stock
Price: $325.00 (CAD)

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APRIL 14, 2018

TIME:  8:00AM - 5:00PM

LOCATION: UofA - EDMONTON

 

Through his regular and popular seminars, Pierre and his team help to shorten the financial learning curve, solve wealth and investment problems and keep more dollars in your pocket.

Pierre is also a speaker at U of A Continuing Dental Education,  PDC,  NWDE and combines 15 years of business experience with another 15 years of wealth management practice.

This course will educate you on investing but with a focus on what is important to dental practitioners and set you on a course to better handle your wealth and achieve your goals.

 

COURSE INFORMATION:

Intelligent Investing for Dentists
(1 hour each section)

  • Psychology of Investing: Becoming a great investor.
  • Macro trends : How they influence markets.
  • Stocks bonds, mutual funds and ETFs. How and why?
  • Portfolios: Growth , balanced, income, asset allocation, what really works.
  • Risk: Where is it, measuring it , managing it.
  • Taxes and strategies :  Holding investments outside vs inside Corporation, Income splitting, IPPs, RCAs, CIRPs.
  • Planning/retirement: Business Plan vs Financial Plan, components, needed amount, income buckets, tools, best practices.
  • Q&A

PRESENTER:

Pierre Fournier
Pierre brings a broader perspective and understanding to the challenges and opportunities for medical professionals and business owners. He has over 25 years of hands-on business and financial experience managing people, products and processes for large multinationals in the U.S., Canada and Mexico. Combining the discipline of engineering, his knowledge of finance and business strategy, and a focus on risk management, Pierre is well-armed to solve wealth management issues facing health care professionals and business owners.

He graduated in 1983 with a Bachelor of Engineering and in 1988 with a business degree in Marketing from the University of Montreal. He has also studied Finance and Business at the prestigious London Business School in the U.K., and is a keen student of financial history.

Since joining the financial industry, Pierre has taught Intelligent Investing Level 2 for the Investor Learning Centre in Calgary. He is a regular participant on CBC Radio and Television, educating his clients and the investing public on a selection of wealth management strategies.

Pierre is an avid mountaineer, skier, world traveler and guitarist. He also speaks French and Spanish.

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