About this Event
Building a Portfolio: Your Greatest Wealth-Building Tool
A well-constructed portfolio is more than just a collection of investments, it is a structural advantage that optimizes returns, manages risk, and eliminates the anxiety of market uncertainty.
Join us for an engaging and informative session at Calgary Memorial Park Library.
Led by Rameez Sammy, MBA, CIM - a senior finance professional with over a decade of leadership experience. Discover how professional portfolio construction transforms your financial trajectory.
What You'll Master This Month:
1. Portfolio Construction Fundamentals
• Asset Allocation Strategy: Turning financial goals into a precise, mathematical blueprint for your investments.
• Diversification Principles: Using proven methods to spread risk across asset classes and reduce portfolio volatility.
• Risk-Adjusted Returns: Understanding how to balance growth potential with your personal risk tolerance.
2. Practical Portfolio Management
• Rebalancing and Monitoring: How to maintain your portfolio's target allocation and adapt to market changes.
• Cost Optimization: Moving from reactive investing to proactive strategies that maximize your net returns.
• Performance Tracking: Seeing exactly how your portfolio performs in real-time with clear data visualization.
Who Is This For?
This session is ideal for professionals, families, and business owners in Calgary who want to transition from simply "saving" to executing a sophisticated, diversified portfolio tailored to their unique financial goals.
About the Program
This event is a key module in our premier 20-part financial curriculum delivered over the next 18–20 months. Each session provides a standalone pillar of knowledge, while the full series offers a complete masters-level education in personal wealth management.
📅 Date: October 7th, 2026
📍 Location: Calgary Memorial Park Library
🎟️ Admission: Complimentary (Registration Required)
Agenda
🕑: 05:30 PM - 06:30 PM
Building a Portfolio
Info: 5:30 PM – 5:35 PM: Welcome & Introduction - Introduction to the RBC Wealth Management Financial Literacy Program and an overview of the evening's objectives with Rameez. 5:35 PM – 6:15 PM: Topic 1: Building a portfolio
Presentation on navigating your portfolio, using professional planning tools for illustration.
6:15 PM – 6:30 PM: Open Q&A & Wrap-Up
Event venue & nearby stays
Calgary Public Library - Memorial Park, 1221 2 Street Southwest, Calgary, Canada
Concerts, fests, parties, meetups — all the happenings, one place.