With the holidays approaching, there is no better time to start preparing your finances for 2021. To help you get started, Sightline Wealth Management is hosting a LIVE financial planning webinar on Friday, December 11 at 10:00 a.m. EST. During this event, we will interview Nancy Grouni, a financial planner at Objective Financial Partners. As one of the estimated 150 fee-only, advice-only financial planners in Canada, Grouni presents complex financial concepts in a simple, unbiased way to help affluent families make sound financial decisions.
During this webinar, we will discuss a variety of topics including:
- The downsides of do-it-yourself (DIY) investing
- The most common tax mistakes that affect financial planning
- The importance of tax-efficient withdrawal streams
- New financial planning issues created by COVID-19
Through this webinar, families will also learn about the fee-only, advice-only financial planning model and how it ensures objective advice. For more information about this webinar, please contact us at firstname.lastname@example.org.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
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