Speaking Engagements

Gian Paulo has presented and also prepared a number of corporate workshops for us. I have always found him to be a great resource for unbiased financial education and he has impressed me with his work ethic, presentation style and attention to detail. He was able to translate difficult issues into simple, plain language that the audience could understand which resulted in great evaluations from the employees. He continues to be our preferred presenter for any future workshops. - Gabor Gellert

During my work with a large employee assistance provider I had the opportunity to have Gian Paulo facilitate a number of workshops for one of our corporate clients. Gian Paulo was a pleasure to work with and I found him to be knowledgeable and experienced on many financial matters. The interactive workshops were relevant and provided practical ideas that could be acted on immediately. The feedback that we received from the audience was excellent and many would recommend his workshops to their colleagues. I felt that his educational workshops were of great benefit to our client. - Samuel A. Miller

----------------

Upon request, I provide professional and comprehensive educational presentations to company owner/ executives, employees and groups of individuals. Topics vary, but some of my most popular topics are:

• Budgeting & Effective Money Management Strategies
• Making the Most of a Severance or Early Retirement Package
• Understanding Markets and Long-term Investing
• Ten Rules of Tax Planning
• How Psychology Affects Your Investment Program
• Basics & Benefits of RRSPs & TFSAs
• Social Studies of the New Retirement

If you are interested in arranging a speaking engagement with a group of at least 15 people, please give me a call or fill in your details below.

Company Name:

* Contact Name:

* Phone Number:

* E-mail Address:

* Anticipated Number of Attendees :

* Presentation Topic of Interest: 

• My Portfolio Login


• Upcoming Seminars


• Newsletters & Reports


• Online Banking