RSVP REQUIRED: UFSC Toronto February 2011 General Meeting

As RRSP and tax season rolls around, please join us as Steven Conville and Lisa Parise speak about how to develop a clearer financial picture, grow your net worth, pay less tax, and secure your retirement. 

 

Topics that will be discussed include: tax minimization, RRSPs, TSFAs, effective investment strategies, and wealth accumulation tips.

 

Please note: Space is limited at our venue – seats are available on a first-come, first-serve RSVP-only basis. Our host Fidelity Investments requires names of all guests for entry into the meeting. Please  RSVP with your name, title and the name of your company/employer and names of any guests to  ufsctoronto_events@yahoo.ca. The meeting will begin at 6 pm sharp – elevator access for entry ends at this time.

 

Send RSVP with your name, title and the name of your company/employer and names of any guests to ufsctoronto_events@yahoo.ca

  

Thursday, February 24, 2011

6:00pm-8:00pm

  

Fidelity Investments 

483 Bay Street (North Tower)

Suite 300

Toronto, Ontario  M5G 2N7

 

Located just north of Queen on Bay, right behind the Eaton center (behind the old City Hall building).  Parking available in Eaton Centre or City Hall underground parking lot.

 

NOTE: Elevators close at 6:00 pm

 

 

Free!  Members and non-members welcome.

 

Our monthly General Meeting will start promptly at 6:00 pm.  We kindly ask anyone planning on attending to arrive at least 5 minutes early to get settled in.  Please try your best to arrive on time in an effort to not disturb the meeting proceedings and guest speaker.

 

 

6:00-6:05 Welcome and Introduction

  Davina Reid, President – UFSC 

  Toronto

6:05-6:35 Lisa Parise, BMO Financial Group

6:35-7:05 Steven Conville, Macquarie Private Wealth

7:05-7:25 Discussion

7:25-7:45 Committee Updates

7:45-7:55 2011 Oratorical Competition & Other Business

8:00 TD Bank Financial Group Networking Session 

 

Please join us after the meeting for food and  refreshments (venue: to be announced at the  meeting).  This month the networking session  will start at 8:15 pm.

 

We would like to thank  TD Bank Financial Group our general meeting and networking sponsor, and Fidelity Investments Canada for providing a venue.

 

Website:  www.ufsc-toronto.org

Email:     ufsctoronto@yahoo.ca

MBA, CFP, CIM, FCSI

Vice President, Macquarie Private Wealth

 

Steven Conville is Vice President and Portfolio Manager with Macquarie Private Wealth.  Prior to this, he was Vice President and Branch Manager with A Major Canadian Investment firm where he oversaw assets in excess of 750 million dollars.  June 2010 will complete his eighteenth year in the financial services industry, of which he has spent the last 11 yrs managing assets for clients. Steven is a Certified Financial Planner Licensee (CFP), a Fellow of the Canadian Securities Institute (FCSI), and has his Canadian Investment Manager designation (CIM).

 

Steven has An MBA in Finance from Sir Wilfrid Laurier University and a Post Graduate Diploma in Investment Management from Concordia University.  He has also earned his Bachelor of Arts Degree(Hons) from York University as well as a Bachelor of Education. Steven is on the Investment Advisory Committee for the Office of the Guardian of the Public Trustee for the Minister of the Attorney General of the Province of Ontario.   Steven volunteers for many organization, has been an active member of the Urban Financial Services Coalition (UFSC) - Toronto since 2002 and joined the UFSC Toronto’s Corporate Advisory Board in 2007.  

 

 

 

Director, Retirement and Financial Planning Solutions

BMO Financial Group

 

Lisa Parise is the Director of Retirement and Financial Planning Solutions at BMO Financial Group. In this role she leads the development of products, solutions and client experience strategies directed around the financial planning and retirement market segments.  Lisa recently joined BMO from TD Asset Management where as the Director of Broker-Dealer Sales she oversaw the inside sales, sales support, marketing and events functions for the Mutual Fund business.

 

Prior to TD, Lisa held progressively senior roles at Fidelity Investments, including Director of National Accounts, Director Advisor Distribution and District Vice President. Her roles at Fidelity included strategic planning, learning and development and sales.  Lisa began her career in financial services over 20 years ago with the Royal Bank.

 

Lisa holds a Psychology degree and engaged in a Masters Degree in Organizational Change at York University.  She also holds a diploma of Adult Education from St. Francis Xavier University.