Finding Great Companies to Invest In – Tuesday, May 18th, 2010

Find out how to increase the value of your company by learning what investors look for when choosing to invest – by picking the winners and avoiding the losers

Join us for this Informative Seminar:

Presented by: Gerry Brockelsby, BA, CFA
President of Marquest Asset Management Inc

You will learn:

• What portfolio managers like Gerry look for in the management of companies
• How Gerry looks at risks and opportunities within companies
• What are the key macro economic trends that will drive the next great investment
  opportunity

Thursday May 18th, 2010
7:45 am – 9:00 am
181 Bay Street, Suite 2340
(Take elevator to 23rd floor and turn right)
$10.00 in advance or at the door

Register below or call Brenda at (416) 840-0425 or email info@nwfin.ca to RSVP

Gerry Brockelsby, BA, CFA

Gerry Brockelsby is President of Marquest Asset Management and over the years,
Gerry has gained the respect of his peers, advisors and clients. He has developed a
reputation as a great communicator and has been sought out by leading business
journals for his advice and insights on investment. He has been featured in the National
Post and The Globe and Mail. In addition, he has appeared on Business News Network.
Learn how Gerry Brockelsby, who bet and won big on RIM early on in his career, selects
companies that are worth investing in.

Business owners who want to learn to increase the value of their companies can learn
much from Gerry’s more than 35 years of experience in picking winners and avoiding
losers.

Find out how you can Protect your Family Business Wealth

with a strategy for succession planning

Join us for this Free Informative Seminar:

Presented by: Tom William Deans, PhD.
Intergenerational Wealth Expert & Best-Selling Author of the book,
Every Family’s Business.

Tom’s Unique View of Family Business will Reveal:

• The common misconceptions about “gifting” a family business.
• 12 common sense questions for getting your succession plan started – the first step in protecting family relationships and wealth.
• Strategies to help families arrive at their own unique business succession solution.
• Why every business must always be for sale and why making your firm’s longevity an overriding business objective will ultimately destroy wealth.

Thursday April 29, 2010
7:45 am – 9:00 am
20 Bay St, 11th Floor
Sign in at reception

Register below or call Brenda at (416) 840-0425 to RSVP

Tom Deans, PhD

Deans has been featured in numerous magazines and journals including Profit, Money Sense and Investment Executive. A frequent guest on CBC, MoneyLine and BNN, Deans is a highly sought after international public speaker on succession planning, wealth management and philanthropic giving.

Deans is also the author of the internationally best-selling book, Every Family’s Business. The book reveals 12 questions that have guided the financial fortunes of his family who have founded, operated and sold their businesses for a combined value exceeding $100 million.

By combining humour and his experience, Deans has shown thousands of business owners how to protect the retained earnings in their businesses.
Previously, Deans has worked in banking and in government relations, has been the president of a railway, holds patents and has chaired a federal government committee on tax credits.  Deans earned a BA from Mount Allison University, a MA from McMaster University and a Ph.D. from the University of Warwick (England).

Turn Your Lease Payments into Working Capital
How the NWFIN Savings and Loan System works for Business Owners

Join us for this Free Informative Seminar:

Tuesday April 13 2010
7:45 am – 9:00 am
20 Bay St, 11th Floor
Sign in at reception

Register Online below or call Brenda at (416) 840-0425

Augusto Hidalgo, MBA, CFP, New World Financial

Augusto founded New World Financial to help Business Owners achieve improve the returns of their capital by teaching conservative capital management practices. His specialized expertise lies in a little known use of savings held within life insurance contracts to create an efficient savings and loan system for the business owner.

Augusto has been a finance professional and consultant for 20 years for global corporations such as IBM and Swiss Reinsurance. He did his postgraduate at Northwestern University and York University.