AFL Investments to host free Canadian Investment Seminar

Posted by on Apr 19, 2011 in Local News & Alerts | 0 comments

Cindy Campbell, Chief Operating Officer, AFL Investments

AFL Investments today announces that, together with Trowbridge Professional Corporation of Canada, it will be hosting a free public seminar aimed at those interested in Canadian investment opportunities. The seminar will be held on Thursday, May 5, 2011, from 12:00 p.m. until 2:00 p.m.

The two-hour seminar will consist of three distinct sections, each with a different presenter, to enhance attendees’ understanding of Canadian cross-border financial planning, investing and taxes.

The first session, entitled “Canadian Dollar Offshore Investment Options,” will look at the strength of Canada’s currency, economy, commodities and the investments opportunities presented by this market. Bill McKay, CFA, CAIA, Lead Portfolio Manager for AFL and its parent, Cidel Bank & Trust, will present on this area.

The second section will be “Building a financial foundation through planning,” delivered by Carla Seely, PFP, Senior Wealth Manager at AFL Investments. Ms. Seely will explore with the audience: cash flow and net worth; defining goals; contingency planning; investment allocations; and creating a legacy.

The final, “Understanding Canadian Taxes,” session will be presented by tax advisors with Trowbridge Professional Corporation, Arun (Ernie) Nagratha, CA, CPA, and Wayne Bewick, CA, CFP, CPA. This comprehensive presentation will address how to define resident and non-resident status for tax purposes, along with the tax implications for Bermuda residents sending their children to Canadian universities, purchasing properties in Canada, or looking to emigrate or retire to Canada.

Cindy Campbell, Chief Operating Officer of AFL Investments, says: “We are hosting this seminar for anyone interested in Canadian investment opportunities. Canadian dollar investments are a logical alternative for any Bermuda residents looking for additional currency diversification. In addition, we felt that the many Canadian expats who reside in Bermuda would be interested in learning more about cross-border investments from their home nation that are available to them here in Bermuda. I am delighted to be welcoming Bill, Ernie and Wayne from Canada to support AFL Investments in delivering this insightful programme for local investors.”

The seminars will be held in The Argus Training Centre in the new Argus Building at 14 Wesley Street in Hamilton. Interested individuals can register by emailing or calling 294-5715. As space is limited please RSVP by April 29. A light lunch will be provided.

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