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Integrated Design Process for your Finances: Who is your Financial Architect?

1 LEARNING HOURS

11 October - 27 October 2016
Location: Various
Provider: Investors Group Financial Services Inc

Price: Free  
Target Audience: All architects 

Fine snacks and soft drinks will be provided.


Session: 2 of 6

Purpose: 6 different monthly sessions intended to raise your financial awareness.

You believe in IDP. You sell it to your clients. But do you apply it to your personal and business finances? 

When it comes to our finances, over time we can unintentionally end up with a ‘shotgun’ approach: a constellation of institutions, legal agreements, insurance policies, lenders, and an array of advisors including your accountants and lawyers, all of whom are likely giving separate, uncoordinated advice. This can result in a time consuming, confusing and labyrinthine structure to manage. 

So given that your clients and projects are your primary business focus, do you really have the resources and knowledge base to truly comprehend and navigate this effectively and efficiently? Are you fully aware of the long term implications and consequences of this multi-siloed approach? Likely not.

Comprehensive Financial Planning is the financial world’s equivalent to IDP. Steve will outline what comprehensive financial planning is, its benefits and how it can make a significant difference to both your business and personal bottom lines.

Learning Objectives:

  • Understanding the interrelatedness of all of the pieces.
  • Understanding how applying IDP to your finances makes for a better financial ecosystem.
  • Identifying the differences and impacts between using a comprehensive financial planning approach versus the silo approach.

Dates and Locations: 
October 11th - Brampton - 24 Queen St E, Suite 200
October 12th - Toronto Downtown - 145 King St W, Suite 2800
October 18th - London - 254 Pall Mall St, Suite 100
October 19th - Kitchener Waterloo - 4295 King St. E, Suite 301
October 20th - Hamilton - 21 King Street West, Suite 400
October 25th - Toronto Midtown - 2345 Yonge St, Suite 601
October 26th - Mississauga - 1 City Centre Dr, Suite 1020
October 27th - Markham - 675 Cochrane Dr, 3rd Floor, East Tower

Seating is limited to 20 per session. 

Please RSVP 2 days prior.

Contact:
Steve Dearlove, B.Arch LEED AP
Steven.Dearlove@investorsgroup.com
705-726-7836 x7358