Past Events & Photos

Click here to view the pictures. 

Click here to view a list of past events.  

Financial Planning - Financial Advisor vs Self-Investor

June 8, 2021
  1. Details
  2. Fees

CEA Members Only Event

This event is supported by our Affinity Program Partner TD Insurance.

Join Corrina Rokosh and Bernie Lee from TD to gain information on investment options. 

  • Working with a Financial Advisor, who will work with clients to understand their financial goals and create a financial plan to achieve them.  
  • Self-investing – using a direct investing platform to build your own portfolio. 

Presenters: 

Corrina Rokosh, Wealth Advisor

Corrina's role as a Wealth Advisor allows her to work with families with an holistic approach to help identify financial goals and develop a comprehensive wealth management strategy tailored to their own personal needs. She draws on the expertise of the TD Wealth Private Client Group of specialists to provide a range of services, including investments, estate planning, and trusts. Her focus is to provide clients with convenience, flexibility and trusted advice. Click here to read more about her. 

Bernie Lee, Senior Financial Advisor 

Bernie Plays a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions. His priority is to increase customer financial confidence by providing personalized financial advice, answering customer questions and addressing their concerns. 

Time: 12:00 pm to 1:00 pm
Venue: Webinar Format
  A link to ZOOM will be shared to all registered attendees prior to the session.
Registration Deadline: Monday, June 7, 2021

Questions

For registration information, please contact Inderjeet Singh isingh@cea.ca.

Photos Disclaimer

Digital screenshots could be taken at today’s virtual event. By taking part in this event you grant Consulting Engineers of Alberta full rights to use the images resulting from the digital screenshots at this event. This might include (but is not limited to), the right to use them in Consulting Engineers of Alberta’s printed and online publicity and social media.