Joint Events

Tuesday, May 4, 2010

Gala Dinner

CAGT Presents: Retirement Perspectives
With: Patricia Lovett-Reid, Senior Vice President of TD Waterhouse Canada Inc.

Retirement Perspectives

Retirement is a hot topic these days. As baby boomers seek to redefine retirement as we know it, many worry whether they have saved enough for their retirement. Patricia Lovett-Reid, Senior Vice President with TD Waterhouse will help you discover how to take charge and plan for the 5 key factors necessary, to put you on the path to achieving the retirement of your dreams

DATE: Tuesday May 4, 2010

TIME: 5:30 pm - 8:30 pm
(cocktails - 5:30 pm; dinner - 6:30 pm)

LOCATION: Marriott Yorkville, 90 Bloor St. East (at Yonge), Forest Hill Ballroom

TO REGISTER:
1. Online: http://www.cagt.ca/register.htm
2. By Fax: 416-227-5023
3. By Mail: C/O Equifax Canada, 5650 Yonge Street, Suite 1300, Toronto, Ontario M2M 4G3

For more information, please contact Zita Pinto at
416-227-5473 or zita.pinto@equifax.com

Our Speaker’s Information

Patricia Lovett-Reid, Senior Vice President of TD Waterhouse Canada Inc. is one of Canada’s leading and respected authorities on personal finance. Patricia holds the designation of Certified Financial Planner and is a regular commentator for Business News Network, CTV, CP24 and the National on CBC. Patricia is the host of MoneyTalk, a national prime-time television program on personal finance, airing every Monday at 8:00 pm (ET) on Business News Network and offers daily market commentaries on AM 740.

A sought-after speaker and commentator on wealth management, Patricia has co-authored the national best selling books, Get Real: 26 Canadian Women Share the Secret to Authentic Success, Live Well, Retire Well: Strategies for a Rich Life and a Richer Retirement and Retirement Strategies for Women.  Other publications include Surprise! You’re Wealthy: A Woman’s Guide to Protecting Her Wealth, as well as Take Charge Now: A Woman’s Guide to Personal and Family Finance. 

For her outstanding contribution to the profession of financial planning in Canada, The Financial Planners Standards Council (FPSC) recognized Patricia with the 2009 Donald J. Johnston Award. As well, Patricia was named to the 2007 Canada’s Most Powerful Women: Top 100™ Award in the Trailblazers and Trendsetters category. 

The Forum is, and continues to be the premier supplier of education relating to timely and relevant Business issues/concerns of Senior Credit and Financial Personnel.