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Christopher Loy CPA, CA

Vice-President, Investment Advisor, Portfolio Manager

Tel: 416-359-4047
Fax: 416-359-6535
Toll Free: 1800-263-1883

Christopher Loy CPA, CA

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Me

Events

  Women and Money

 Contact:

Chris Loy

 Location:

First Canadian Place, Toronto, Ontario

 Telephone:

(416) 359-4047

 E-mail:

Christopher Loy

 Comments:

Women often invest a lot of time and energy into relationships… except perhaps the one they have with money. This is the one relationship that women tell us that they aren’t as proactive or confident about managing. Join Dr. Amy D’Aprix and discover how you can improve your relationship with money and become more confident and in control of your financial life.

Featured speaker...
Dr. Amy D’Aprix is BMO’s Life Transition Expert, focusing on issues such as retirement, caregiving and aging with zest.
She is a Ph.D, Certified Senior Advisor, published author and popular speaker

Please RSVP


  Take Charge of Your Retirement

 Contact:

Chris Loy

 Location:

First Canadian Place, Toronto, Ontario

 Telephone:

(416) 359-4047

 E-mail:

Christopher Loy

 Comments:

The Take Charge of Your Retirement workshop is a highly interactive and engaging event in which clients explore the non-financial aspects of retirement and how these link to the financial implications of retirement. Using an analogy of a picture and a frame, clients are asked to "picture” the who, what, where, and how of their retirement through a series of thought-provoking questions and exercises. They are encouraged to consider how important it is to "frame" the picture and consider the financial implications of non-financial aspects of retirement.

Featured speaker...
Dr. Amy D’Aprix is BMO’s Life Transition Expert, focusing on issues such as retirement, caregiving and aging with zest.
She is a Ph.D, Certified Senior Advisor, published author and popular speaker

Please RSVP


  Will Your Executor Be Able To Carry Out Your Wish

 Location:

First Canadian Place, Toronto, Ontario

 E-mail:

Christopher Loy

 Comments:

 

  • How to choose an appropriate executor
  • Minimizing the cost and tax burden on your estate
  • Reducing the emotional and financial strain on your loved ones


  • Featured speakers...
    Tammy Anklewicz, Partner in Estates and Estate Planning, Fogler, Rubinoff LLP
    Scott Venton, Partner in Litigation, Fogler, Rubinoff LLP
    David Tremblett, CFP, TEP Vice President, Personal Trust, BMO Trust Company

    Please RSVP

     

       
     *Additional Information:
    Adobe Invitation

     

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