Qualified Financial Services is pleased to announce a strategic alliance with TVH Wealth Planning We would like to cordially invite you to an introductory meeting. Date : Tuesday, January 22nd, 2008 Time : 10:00 am – 12:00 pm Location : Qualified Financial Services’ Boardroom.
is pleased to announce a strategic alliance
TVH Wealth Planning
We would like to cordially invite you to an introductory meeting
Date: Tuesday, January 22nd, 2008Time: 10:00 am – 12:00 pmLocation: Qualified Financial Services’ Boardroom
Seating is limited! You will want to reserve your spot early! Contact Angela at 416-630-4000 ext. 304 or email [email protected]
TVH Wealth Planning provides a full line of Mutual and Segregated Funds. You may be currently missing opportunities because of a lack of expertise, desire, or a Mutual Fund license. This is your opportunity to capitalize on products or services that you currently may not be offering your clients.
Jim Lao will be joined by John-Paul Mehanne to give you an overview of what you can expect from TVH Wealth Planning and some insight into the Trimark product line.