UPCOMING EVENTS

JOIN OUR SEMINAR

Downsizing Decisions

for Financial Freedom and Quality Living

MONDAY 13 MAY 2024

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Downsizing Decisions for Financial Freedom and Quality Living

Get ready for an eye-opening seminar where we break down the ins and outs of smart transitions through downsizing. Led by a team of experts, you'll dive into real-life examples and easy-to-follow advice.

We'll cover everything from knowing when to downsize and why it matters, to exploring different housing options and savvy ways to invest.

It's all about giving you the tools and smarts to make downsizing a pathway to a brighter financial future and better living.

 

Date & Time: Monday 13 May 2024 | 5:30pm-8pm

Location: Colossus Greek Taverna, 286 Lakeshore Rd E, Mississauga, ON L5G 1H2

Attendees will be treated to a selection of finger foods and beverages.

Registration Fee: $15 per person. Every contribution will be donated to The Compass Food Bank

Space is limited. Register Early by clicking on the button below

**This event is sponsored by Sapphire Home Prep Services Inc.   Sapphire, owned and managed by Roxana Khoshandish, collaborates with the Khatambakhsh Real Estate team to prepare their client’s home for the market. Services include, but are not limited to, decluttering, cleaning, and staging. We'll walk WITH you through the entire process of preparing and selling your home!

PRESENTERS:

>> Manzar Sharifi, MBA, B.Sc., CFP, CIM, RRC

Investment Advisor and Financial Planner

RBC Dominion Securities

With a financial industry career spanning three decades, Manzar is dedicated to helping  clients build and protect their wealth with a comprehensive range of services. Drawing on  her wealth management and financial planning expertise, Manzar guides clients through all  stages of their financial journey, with a strong focus on intergenerational wealth transfer,  women and wealth, and philanthropic services.

Throughout her career, including her most recent role as a Senior Financial Planner at a  leading financial institution, Manzar has helped clients move toward their goals, prepare  their legacy, and navigate market fluctuations with confidence.

>> Brian Khatambakhsh, B. Eng.

Real Estate Broker at Khatambakhsh Real Estate Team

RE/MAX Hallmark Realty Ltd, Brokerage

Brian Khatambakhsh embarked on his real estate journey in 2010 and now spearheads an esteemed real estate team based in Mississauga. Leveraging their profound expertise, they specialize in assisting clients in constructing and managing their Real Estate Portfolios, fostering multi-generational wealth. With a commitment to excellence, the team offers comprehensive services and performance guarantees, guiding clients seamlessly through their real estate endeavors.

Brian's brokerage, RE/MAX Hallmark Realty Ltd, stands as the highest-grossing RE/MAX globally. In 2023, Brian's team secured a coveted position among the TOP 100 teams across all 40 RE/MAX Hallmark offices in Ontario, as well as ranking in the TOP 10 among teams from their RE/MAX Hallmark home office.

Guest Speaker:

>> Cherry Chan, CPA, CA

Real Estate Tax Expert

Real Estate Tax Tips

Cherry Chan, CPA, CA, is not only an experienced real estate tax professional but also a seasoned real estate investor, author, blogger and a sought-after public speaker with a passion for helping individuals and businesses navigate the complex world of real estate taxation. She graduated on the Honour Roll for Accountants, the top 50 in all of Canada in her graduating year, and was named “Top 50 Women in Accounting” globally in 2018. 

With a wealth of knowledge and expertise, Cherry specializes in providing tailored tax strategies to maximize savings and minimize liabilities for clients in the real estate industry. Cherry's commitment to client success, combined with her engaging and accessible approach, makes her a go-to resource for demystifying tax concepts and empowering individuals to make informed decisions in their real estate ventures.

CHECKOUT SOME OF OUR PAST EVENTS

Our 3rd annual Hippity Hoppity Spring Fun For All!

Sat March 30, 2024

We are ecstatic to invite you and your family to our upcoming FREE & FABULOUS community event: 

Hippity Hoppity Spring Fun for All! 

Saturday March 30th, from 1 pm to 4 pm

At the Unitarian Congregation Hall at 84 South Service Rd in Mississauga

Cost: FREE (By Registration Only)

Space is Limited - Register early to avoid disappointment! 

See below for registration link.

This will be our 3rd annual spring/easter event and it promises to be a day filled with enjoyment for all ages!

Here's a sneak peek at what we have in store:

• Meet and Greet with the Easter Bunny: Take your annual picture with the cute and cuddly Easter Bunny!
• Fun Games: Variety of games planned for everyone to enjoy
• Crafts Table : Make you own Spring/Easter crafts and decorations
• DJ and Dancing
• Contests, Prizes & Giveaways

• Fresh Popcorn and Cotton Candy: No party is complete without!

• And a whole lot of FUN!

We would like to acknowledge and thank our Lead Sponsor, Greg Kalanjian, Co-founder and Principal Mortgage Broker at   Choice Financial

Choice Financial brings years of banking, investment, and real estate financing experience to their clients and we very much appreciate their support.

As you know, this event is completely FREE and we would like to ask all our guests to consider donating to our Moms, Babies, & Tots Essentials Drive .  

We’re hosting this drive in support of The Compass Food Bank & Outreach Center in Mississauga , and the Safetynet Children and Youth Charities in Oakville . If you’re willing and able to, please bring your donations to the event especially from the list below- all new items please:

• Women's toiletries (pads, tampons, deodorants, lotions, toothpaste, toothbrush, etc)
• Underwear and bras
• Baby food
• Diapers (Specially sizes 5 and 6)

If you are unable to come to the event but interested in donating items, please contact Roxana at 647-646-6654 to arrange a pickup or drop off.  Thank you so much for your consideration.

We can't wait to see you and your family at our event!

Register Early!! :)