Classification: Confidential

 
 
Hi Mary,
 
It was nice to catch up with you today.
 
A few follow up items from our call:
                Direct Investing Tax Slips/Residual RRIF – Pamela is
working on this and will send the slips to Curtis Mah today on your
behalf. She will also sweep the RRIF for any residual dividends into
the investment account we look after for you. No action required from
you.
                Bank accounts in Brian's name – both of the bank accounts
you have still have Brian's name noted on it, I'll reach out to the
Century Park TD to have this revised and will let you know if you need
to sign anything at the branch.
                Review Meeting after May 20th when you return from the
east coast – no rush, just seeing how your experience has been, if
you have any questions.
 
Below are the details of the ladies' event we are hosting on the 12th. I
think you will find it valuable and maybe even fun, perhaps Stephanie
would want to join you or maybe a friend. No pressures to attend
either as it is really close to the anniversary of Brian's passing, there
are good days but others are challenging. Just let me know.
 
We've been looking to set up ladies' only events as quite a few clients
in the past have mentioned they'd be interested in a softer setting with
a smaller group where women may be more comfortable asking
questions, learning more about the market or recent headline news
they've come across. We have a couple partners from TD Asset
Management in Toronto joining us so you and other clients could hear
from our experts directly. The market update itself will be lighter, there
will be more of an open forum and time for discussion. The space is
lovely, I'm not sure if you've been to Brew & Bloom before but it's quite
beautiful and unique, lunch will be served by them as well.
 
Have the best time at your granddaughters "golden birthday" this
Friday.
 
 
 
 

You're invited to attend

Market Update and Outlook
Please join us for an exclusive lunch presentation from Bryan Lee     Wednesday, Apr 12th, 2023
and Alexandra Gorewicz, Vice Presidents and Directors with TD Noon
Asset Management Inc. Both will discuss the current investment
landscape and trending themes. Brew and Bloom
10550 115 St NW
Hosted by:
Edmonton, AB T5H 3K6
Amy Tsang CFA
Senior Portfolio Manager Click here for map
TD Wealth Private Investment Counsel

Please RSVP using the

buttons below:

Featuring guest speaker:

Bryan Lee CFA

Vice President & Director,
Head of Retail Client Portfolio Management

TD Asset Management Inc.

Alexandra Gorewicz CIM®

Vice President & Director

TD Asset Management Inc.

  

TD Wealth Private Investment Counsel represents the products and services offered by TD Waterhouse Private Investment Counsel Inc.,
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Kindest regards,
Contact us | Privacy & Security | Legal
 
Amy Tsang, CFA | Senior Portfolio Manager | TD Wealth l Private Investment
Counsel
10088 102 Avenue, Suite 1101, Edmonton, AB T5J 2Z1
T: 780 448 8386 | F: 780 408 6083
 

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