September 13 - 14, 2024|Toronto
Questions? Call: 1-800-970-4355
track logo

Event Overview

Saturday, September 14 - 11:15 am - 5:15 pm

MoneyShow is proud to partner with Canadian MoneySaver, to bring you a jam-packed, day event covering money matters that affect your life and your financial security. You’ll learn how to maximize gains, cut your taxes, and keep more of your money through retirement and estate-planning strategies. With a recognized reputation for providing trustworthy and down-to-earth service, Canadian MoneySaver’s expert columnists will share their best money-saving and money-making strategies with you.

...

Richard Ho, CAIA, DMS, FCSI
BMO Global Asset Management
Ryan Modesto
i2i US Equity Fund
Keith Richards
ValueTrend Wealth Management
Colin Ritchie
Colin S. Ritchie
Ellen Roseman
Toronto Star
Richard Ho, CAIA, DMS, FCSI
BMO Global Asset Management
Ryan Modesto
i2i US Equity Fund
Keith Richards
ValueTrend Wealth Management
Colin Ritchie
Colin S. Ritchie
Ellen Roseman
Toronto Star
The Anatomy of a Big Winner and the Investor That Can Hold Them
Saturday, September 14, 2024, 11:15 am - 12:00 pm
Presented by: Ryan Modesto
Focus: STOCKS

Big winners can be hard to find but not impossible! Ryan Modesto walks through some common elements that exist across big winners in a portfolio and perhaps more importantly, Ryan looks at the psychological side of what is needed for an investor to be able to hold on to the big winners.  

Secrets of the Successful Do-It-Yourself Investor: How to Keep Your Spirits High When Stock Markets Are Heading Lower
Saturday, September 14, 2024, 12:15 pm - 1:00 pm
Presented by: Ellen Roseman
Focus: STOCKS

 It's easier than ever to invest in stocks and bonds on your own. You can find a wealth of information in traditional media (books, magazines, TV, and radio shows) and online media (YouTube, podcasts, discussion forums, X.com, Blossom Social, and Stocktwits). But while there’s no shortage of free information, many beginners find that knowledge is not enough.

To succeed as an investor, you may need help with your emotions—dealing with euphoria when stocks soar and with fright and panic when prices crash. In this session, Ellen will share her advice on how to do that. She’ll explain how to control the risk level of your portfolio, plus teach you how to hold on to a well-diversified investment portfolio for several decades. 

First Home Funding: How Kids Can Save and Parents Can Help
Saturday, September 14, 2024, 2:00 pm - 2:45 pm
Presented by: Colin Ritchie
Focus: REAL ESTATE

Colin will compare the merits of using TFSAs and the RRSP Homebuyers Plan, including how to save for a down payment and use these registered plans most effectively. As it is often impossible for younger generations to purchase a home without a helping hand from those who have gone before them, he will also explore different strategies that parents, grandparents, bachelor uncles, and doting aunts can use to assist those they love with buying a place to call their own. In addition to comparing the merits of gifting versus loaning some of the downpayment dough, he will cover other creative options that older relatives can use to help renters become homeowners. 

Sector Rotation: How to Spot the Next Big Sector Winners and Sell the Losing Sectors Ahead of Time
Saturday, September 14, 2024, 3:00 pm - 3:45 pm
Presented by: Keith Richards
Focus: STOCKS

The system Keith Richards will show you is the result of over three decades of professionally trading stocks and managing a highly successful equity platform for clients of ValueTrend. This “school of hard knocks” training has produced a systematic game plan that he knows works. 

Avoiding the Yield Trap—Income Solutions for Retirees
Saturday, September 14, 2024, 4:30 pm - 5:15 pm
Focus: ETFs

Richard has more than 20 years of experience in the financial services industry. During this session, he will discuss the benefits of the dividend factor when investing and the impact of dividends on portfolio volatility. Richard also looks at strategies to gain a more defined range of return outcomes through utilizing 'buffer ETFs'. Be sure to bring a pen, paper, and an inquisitive mind to this interactive and informative session.