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Qube Investment Management: Portfolio reviews, hidden costs in a client portfolio

  • December 13, 2022
  • 11:45 AM - 1:15 PM
  • Chateau Louis, 11727 Kingsway NW, Edmonton, Alberta T5G 3A1

Registration

  • As a thank-you for the continued support of our members, we are hosting a luncheon on December 13, 2022. This luncheon will be free to all members under the following criteria:

    1. Firms with a single CPA membership will be allowed max 2 attendees, a firm with a two to five CPA membership will be allowed a MAXIMUM of five attendees; Firms with a membership of six or more CPA's will be allowed a MAXIMUM of ten attendees.

    2. Unpaid booked no shows will be invoiced at $55.

    3. Your membership MUST be current for the 2022-2023 year.
  • As a thank-you for the continued support of our members, we are hosting a luncheon on December 13, 2022.

    This luncheon will be free to all members under the following criteria:

    1. Firms with a single CPA membership will be allowed max 2 attendees, a firm with a two to five CPA membership will be allowed a MAXIMUM of five attendees; Firms with a membership of six or more CPA's will be allowed a MAXIMUM of ten attendees.

    2. Unpaid booked no shows will be invoiced at $55.

    3. Your membership MUST be current for the 2022-2023 year.
  • As a thank-you for the continued support of our members, we are hosting a luncheon on December 13, 2022.

    This luncheon will be free to all members under the following criteria:

    1. Firms with a single CPA membership will be allowed max of 2 attendees, a firm with a two to five CPA membership will be allowed a MAXIMUM of five attendees; Firms with a membership of six or more CPA's will be allowed a MAXIMUM of ten attendees.

    2. Unpaid booked no shows will be invoiced at $55.

    3. Your membership MUST be current for the 2022-2023 year.
Registration is closed

Qube Investment Management

A well-constructed portfolio has many parts. Asset location, the type of products, and fees all make a difference. With the tax season approaching, accountants can see their client's portfolio documents and advise when it may be time for their clients to seek a second opinion on their investments. High hidden costs and inefficiencies can drag your client's portfolio returns and hinder them from reaching their investment goals.

Please note, the meal is a traditional Christmas Dinner (Turkey and all that good stuff). If you require a vegetarian meal you must request with your registration - please ensure you actually take the vegetarian meal as the meals are ordered per your registration. No special meals will be accommodated on the day of the event. Thank you for your consideration of the Chateau Louis.

Additional event information:

As a thank-you for the continued support of our members, we are hosting a luncheon on December 13, 2022. This luncheon will be free to all members under the following criteria:

1. Firms with a single CPA membership will be allowed max 2 attendees, a firm with a two to five CPA membership will be allowed a MAXIMUM of five attendees; Firms with a membership of six or more CPA's will be allowed a MAXIMUM of ten attendees.

2. Booked no shows will be invoiced at $55.

3. Your membership MUST be current for the 2022 - 2023 year.

Registration will close as soon as the registration limit is reached according to room size constraints at the Chateau Louis.

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