Werner C. Duever, RRC
Insurance Advisor
Investment Representative
Advice
How to talk with aging parents about finances
Mar 14, 2024 - Canada Life
There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....
Read moreFebruary 2024 market update
Mar 07, 2024 - Canada Life
For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....
Read moreThe Sandwich Generation – Managing stress and finances
Mar 07, 2024 - Canada Life
To successfully navigate the financial challenges of supporting your parents in the sandwich generation, having a financial strategy is essential. Consider Canada's government benefits and programs as well as community and family support....
Read moreFinancial planning for widows
Feb 29, 2024 - Canada Life
It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....
Read moreFinancially preparing for the death of a spouse
Feb 22, 2024 - Canada Life
Women may experience unique challenges when it comes to their finances after losing a spouse....
Read moreContact
Contact me today to learn more.
Events
There are no events to show
Building Your Legacy: Mackenzie Charitable Giving Program
Event date and time Nov 23, 2023 05:00 PM Eastern Standard Time - Nov 23, 2023 06:30 PM Eastern Standard TimeNov 23, 2023 05:00 PM Eastern Standard Time - Nov 23, 2023 06:30 PM Eastern Standard Time
Event location 250 Queens Avenue , London, Ontario250 Queens Avenue , London, Ontario
Empowering Your Finances with Purpose
We invite you to join us for a free presentation on the Mackenzie Charitable Giving Program. This comprehensive presentation will examine how to incorporate charitable giving into your overall financial plan while offering immediate tax benefits.
- Your host: Werner C. Duever | Investment Representative
- Featuring guest speaker: Vivek Bansal | Director, Tax and Estate Planning - Mackenzie Investments
Attendance is complimentary. Light refreshments will be served. Kindly RSVP today!
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Building Your Legacy: Mackenzie Charitable Giving Program
Event date and time Sep 28, 2023 05:00 PM Eastern Daylight Time - Sep 28, 2023 06:30 PM Eastern Daylight TimeSep 28, 2023 05:00 PM Eastern Daylight Time - Sep 28, 2023 06:30 PM Eastern Daylight Time
Event location 250 Queens Avenue , London, Ontario250 Queens Avenue , London, Ontario
Empowering Your Finances with Purpose
We invite you to join us for a free presentation on the Mackenzie Charitable Giving Program. This comprehensive presentation will examine how to incorporate charitable giving into your overall financial plan while offering immediate tax benefits.
- Your host: Werner C. Duever | Investment Representative
- Featuring guest speaker: Vivek Bansal | Director, Tax and Estate Planning - Mackenzie Investments
Attendance is complimentary. Light refreshments will be served. Kindly RSVP today!
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.