GAP Analysis Investment Training Returns for 2018

  • Every financial move affects
    your portfolio.

     

    Are you confident you’re making the right moves?

    What does your financial future look like?

    Do you need a second opinion?

     

    More and more Canadians have growing concerns about their financial future and plans for retirement. Not having thorough plans in place for the future can create “GAPS” where retirement needs are not fully met. Once again, Team Kerr is partnering with VINE WEALTH to go beyond just real estate or the stock markets and help you plan for the future.

     

    As a valued client, we are inviting you to a personalized ‘Gap Analysis’ with best-selling author and wealth advisor, Peter Kinch. The ‘Gap Analysis’ helps you identify the gap in your current retirement plan and helps you build a strategy to address it. We will start with the end in mind and work backwards to make sure every investment decision is made in the context of achieving your goals. Don’t wait until 2019 to start reaching for your goals – start today!

    Workshop Info:

    Wednesday, December 12th at 7:30 PM

    Creekside Community Centre

     

    This workshop is limited to 22 seats in order for each participant to have dedicated time in assessing their needs. 

    RSVP by December 11th, 2018 by emailing info@teamkerr.ca or by calling us at 604-880-4588.

     

    GAP Analysis Investment Workshop

     


    More on Peter Kinch:

    You can find out more about Peter Kinch’s work and expertise here on his YouTube series, “The Mortgage Minute.”

     

    Peter is also regularly featured on CTV, discussing the BC real estate market and mortgage changes. In one of his latest interviews, Peter provides his BC Housing Forecast.

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