EFG Investing and Financial Advice Presentation

Presenter: Bill Rakovitis, Senior Financial Advisor, EFG.

Bill started as a teller at the Bank of Montreal and worked his way up to become Financial Services Manager, acquiring his mutual fund license along the way. He has helped clients build their portfolios with investments such as GICs and mutual funds. “I am looking forward to helping education members with their financial needs at every stage in their careers – from just starting out, to preparing for retirement”, says Bill.

A Q&A session will follow Bill’s presentation.

This an in-person event is open to all ARM Ch. 12 Members and members of their families. There is no cost to attend, and a light lunch will be provided.