On Thursday May 8th, Ogilvie Daugherty Financial Services held our Spring client information seminar in Kitchener. The first speaker was Lisa S. Toner, B.Soc.Sci., LL.B., of Sorbara Law who spoke on the importance of Wills, Powers of Attorney and Estate Planning. The second presentation was done by Bernd Silbermann, District Vice-President of Manulife Financial Wealth who showed the new Retirement Plus product and how it works.
The purpose of these seminars is to provide our clients with new ideas and give them an opportunity to ask industry experts who support our team questions they may have.
Details will be coming soon about our Fall seminar.