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Event Details

Date: Thu. Nov 20, 2014
Time: 12:00 PM - 2:00 PM

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Location

Dentons Canada LLP
77 King Street West, Suite 400
TD Centre, North Tower

 

Associated Documents

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"Penny Wise, Pound Foolish"

Description

What you think you know about money is costing you a fortune

 

All of us manage money; few of us do it very well.

 

In a recent study sponsored by the Ontario Securities Commission and the Investor Education Fund, 60% of Canadians feel their emotions are neutral in their investment decisions. Curiously, a landmark study in Sweden demonstrated that 93% of drivers believe they are above average. And yet just 21% of Canadian workers are very optimistic that they will have enough money to live on when they are retired, according to The Aegon Retirement Readiness Survey, 2013

 

So, despite our overconfidence in our abilities, more than 80% of us are concerned about having enough money to retire. Our perceptions and programming about money, risk and planning have a real and powerful impact on our financial outcomes.

In this session, you will discover how your beliefs, attitudes and practices about money may be well informed – and yet still flawed and preventing you from reaching your goals.

 

Specifically, you will gain insights into the common mistakes people make with money and how to break free of them. For example, the session will discuss:

 

  • Managing debt in a low interest world,
  • The dangers of “pay yourself first” and budgets that actually do,
  • Risk isn’t what you think it is,
  • How investor return is more important than investment return, and
  • Why successful investors focus on outcomes and not outperformance.

Speaker:

Darren Coleman is a Senior Vice President and Portfolio Manager with Raymond James. He is a respected veteran of Bay Street and a Certified Financial Planner and Fellow of the Canadian Securities Institute. He is a regular speaker and contributor to many news outlets on advanced financial matters and sits on the Editorial Board for Advisor’s Edge Report. Darren is also uniquely licensed for securities in both Canada and the US and is a sought after as an Advisor to clients and their professional advisors for his cross-border expertise.

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