Past Events


O’Leary Live

Daniel Popescu presents a private gathering with speakers: Kevin O’Leary from CBC’s Dragon’s Den & ABC’s Shark Tank and Daniel Popescu, CFP, FMA, FCSI, Senior Vice President & Investment Advisor.

Topics:

  • Navigating the current economic climate
  • Going global for better valuations
  • Chasing high dividend payouts
  • Fall 2011 market outlook
  • Utilize trusts to enhance wealth
  • Receive the same tax refund without contributing money to RRSPs™
Date: Wednesday, September 21, 2011
Place: Hollyburn Country Club – West Vancouver
Time: 7:00PM

Location:
Hollyburn Country Club
950 Cross Creek Road
West Vancouver, BC V7S 2S5

Limited capacity! RSVP by September 19 – we will be in touch to confirm your attendance for this event.

Dr. Murenbeeld Live!

Daniel Popescu presents a private gathering with speakers: Martin Murenbeeld is a Chief Economist; he provides independent analysis and advice on economic and financial development to both retail and institutional interests across North America and abroad and Daniel Popescu, CFP, FMA, FCSI, Senior Vice President & Investment Advisor

  • 2013 Economic Outlook
  • How to withdraw from a corporation tax free
  • Testamentary Trusts
  • Receive partial market upside with 100% principal protection
  • Defensive Investment Strategies
  • Setting up a personal pension plan

Date: February 4, 2013
Location: The Arbutus Club
2001 Nanton Ave, Vancouver BC
Time: 6:30PM

THE WEALTHY DOCTOR
Advanced tax and wealth strategies

Join Senior Vice President & Senior Investment Advisor, Daniel Popescu, CFP, FMA, FCSI, for a private gathering to discuss:

  • Receive the same tax refund without contributing money to RRSPs
  • Withdraw from your corporation 100% tax free
  • Utilize trusts to enhance wealth
  • Defensive stock/bond strategies for the next 18 months

Date: Wednesday July 25th, 2012
Location: Coast Capri Hotel (1171 Harvey Ave, Kelowna)
Time: 7:00PM
RSVP: by July 24th, 2012

Date: Wednesday July 11th, 2012
Location: Jericho Tennis Club (3837 Point Gray Road)
Time: 7:00PM
RSVP: by July 10th, 2012


Mingle on the Water

Daniel and Mirjana Popescu invite you for an evening aboard the Sunset Bay Yacht. Enjoy the Vancouver skyline while hearing Daniel’s quarterly market update and some advanced wealth building strategies.

Topics:

  • Withdraw from your corporation 100% tax free™
  • Receive the same tax refund without contributing to RRSP’s™
  • Utilize trusts to enhance wealth
  • Markets stalling? – quarterly market update
Date: Tuesday May 31
Time: 7:00PM (boarding starts at 6:30PM)

Sponsored in part by BMO Investments Inc.

Location:
Marine Drive Golf Club
7425 Yew Street
Vancouver, BC V6P 6H1

 

Click here to receive The Finish Line email market commentary and to be notified of upcoming events, market news and wealth management tips.

Please make sure to add the domain “@harbourfrontwealth.com” to your safe senders list to prevent our newsletters from ending up in your junk mail.