Join Gary Gallant, B.SC., B.ENG (INDUSTRIAL), CFA, CFP®, CIM, FMA & TMFD Advisors on Monday, January 31st for TMFD Dental Academy's first FREE WEBINAR in 2022! Discover important information about "The Perils of Do-It-Yourself Investing.”
THE PERILS OF DO-IT-YOURSELF-INVESTING
In this webinar, you will hear about why DIY investors are analogous to dentists who try to operate on themselves. You will also learn the value that a professional brings to your financial success, and understand the crucial differences between financial planning, investment management and trading.
While online platforms and apps make it easier than ever to buy and sell securities on your own, do-it-yourself investors can fall prey to common mistakes that increase risk, cause stress, and see them falling short of their financial goals. From TikTok trading tips to “meme stocks” and a Redditor-fuelled roller-coaster ride on GameStop, social media has made DIY investing look like fun and games lately — at least until it’s “game over” with an investor’s real money.
THIS WEBINAR QUALIFIES FOR 1.5 CATEGORY 3 CE CREDITS & ALL ATTENDEES WILL RECEIVE OUR FREE BOOK: "THE FINANCIALLY INDEPENDENT DENTIST!"
*Attendees must stay for the full duration of the webinar to receive these credits
**All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants
***This webinar will not provide specific investment advice or recommendations
ABOUT GARY GALLANT, B.SC., B.ENG (INDUSTRIAL), CFA, CFP®, CIM, FMA:
In addition to his CIM and FMA Designations, Gary has a Degrees in Science and in Industrial Engineering, is a CFP® Professional, and holds the CFA Charter. Before joining TMFD Financial, he had a career at Procter & Gamble as an Engineering Cost Manager, IT Professional, Project Manager, and Senior Manager who co-led the establishment of P&G Canada as a Global Hub for IT development. While employed at P&G, Gary developed a keen interest in both Investments and Financial Planning, and was a member of the P&G Pension Committee that oversaw the management of pension funds for thousands of employees and retirees. He entered the Financial Services industry in 2004.
Gary has been a member of the TMFD team since 2013; he also teaches financial professionals and others on a variety of subjects including the Canadian Securities Course and Wealth Management Essentials.
Gary Gallant
B.SC., B.ENG (INDUSTRIAL), CFA, CFP®, CIM, FMA
Name of Provider: TMFD Financial
Locally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by any regulatory authority for AGD endorsement.
(09/01/2021 to 08/31/2022)
Provider ID # 409385