JOIN US FOR A SPECIAL EVENT and PRESENTATION
WealthTerra Capital Management will be hosting a special information and education session to help unlock portfolio secrets that can help you invest like many high net worth
investors. Learn how to diversify and maximize your portfolio, protect you assets and prepare for a historic transference of wealth.
The session will include current offerings by:
The session will include current offerings by:
Vahalla Capital Group Ltd: Port Renfrew Development Fund
Walton Capital Management: Walton CA,Highland Ridge
Looking for alternatives to traditional Stocks, Bonds and Mutual Funds? Consider investing through WealthTerra.
WealthTerra has fund’s that are Cash, RRSP, RRIF, LIRA, LIFF and TFSA eligible. Existing registered funds can be transferred and utilized.
APR
About the Author:
I have been in the business since 1998. Started my career with Sunlife Financial and then progressed to working with a local financial institution for 5 years. As an investment broker I have access to a variety of products not available at your local financial institution. Let me illustrate how I can combine different products that can help you grow your investments and secure your retirement. Finances affect every part of a person’s life. It just makes sense to have a comprehensive plan of action.