• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Presentations

Presentations

Wiegers Financial & Benefits' 2015 Annual Group Benefits Seminar: Leave Your Mark on the New Normal

On October 27th, we hosted our 2015 Annual Group Benefits Seminar.  Our speakers were incredible (thank you Leah, Collette, and Jeph), and as part of our new normal, we videotaped each of the presentations for viewing later - the first time we've done this in the 16 years we've been hosting these seminars! If you were able to join us, thank you - and we hope you'll watch and take something more away from these videos. If you weren't able to join us, we hope you'll join us next year but encourage you to take some time in the meantime to enjoy and learn from our speakers this year.

Leah Schatz, Partner, MLT presents  “The Duty to Accommodate: The New Normalcy of Unprecedented Cases”

Collette Morgan , Senior Account Executive, Green Shield Canada presents “The New Normal is Under Development: Why Health Plans Must Change to Help Employees of All Ages”

Jeph Maystruck, Chief Interruption Officer, Strategy Lab presents “I’d Do Anything for a Like but I won’t Do That: Marketing Your Business and Employer Brand Online”

 

Seminar: Owning U.S. Property - The Canadian Way

In May 2012, Wiegers Financial & Benefits proudly presented David Altro, the managing partner at Altro Levy, LLP in Montreal, to host a seminar for our clients.  Mr. Altro is the author of Owning U.S. Property - The Canadian Way, a guidebook for all Canadians who own property in the United States.  Though a copy of his presentation is not available, we encourage you to let us know if you'd be interested in having us bring Mr. Altro back for an encore presentation.  If you own property south of the border, this is a seminar you'll not want to miss!

 

Seminar: Financing Commercial Real Estate

In March 2012, Wiegers Financial & Benefits asked Ron Margolis, president of Margolis Capital Group Inc. to speak with our clients in the commercial real estate field about financing options and other issues related to commercial real estate.  Mr. Margolis's presentation was exceptionally well-received, and provided our clients with options that could help them grow their businesses significantly.  We thank Mr. Margolis for helping us help our clients.

 

Seminar: The Family Cabin - A Tax Time Bomb

In March 2012 and again in 2013, Wiegers Financial & Benefits' Sales Support Coordinator, Maurice Roberge, talked with our clients about tax implications and considerations that come with changing ownership of a family cabin.  It's a subject that impacts many people in Canada, and we were pleased to help clarify the issue.  We invite you to view the presentation here:

View in PDF format (requires Adobe Acrobat or Acrobat Reader)

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