About this Event
Stop Guessing What's in Your Portfolio - Understand the Mechanics of Wealth.
Secure your seat for March 4th at the Memorial Park Library.
Demystify the Market. Build with Confidence.
It’s not enough to simply invest; you need to understand the building blocks of your wealth. Join us at the Memorial Park Library for an intensive session that pulls back the curtain on the global financial markets.
Led by Rameez Husseini, MBA, CIM—a senior finance professional with over a decade of leadership experience—this session translates complex concepts into clear, practical insights you can use immediately.
What You’ll Master This Month:
1. The Three Building Blocks: Understanding Asset Classes
Every investment falls into one of three core categories. We describe the roles of each in a healthy portfolio:
- Cash & Equivalents: Understanding the role of liquidity and stability in your strategy.
- Bonds (Fixed Income): The role of debt as an income generator and portfolio buffer.
- Stocks (Equities): The mechanics of ownership, growth, and volatility.
- Interactive Learning: Reinforce your knowledge with a fun crossword activity and supplemental handouts designed for long-term reference.
2. Where the Action Happens: Markets & Investment Vehicles
Discover how your investments are traded and the tools you use to access them:
- Market Mechanics: Examining the differences between capital markets, secondary markets, and stock exchanges.
- Investment Vehicles: Demystifying the "wrappers" around your assets (e.g., mutual funds, ETFs, pooled funds) and how to choose the right one for your strategy.
Who Is This For?
This program is designed for professionals, families, and business owners in Calgary who want to move past the headlines and understand the actual science of investing.
About the Program
This event is a core 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: March 4, 2026
📍 Location: Memorial Park Library, Calgary
🎟️ Admission: Complimentary (Registration Required)
Seats at the Memorial Park Library are limited and fill quickly. Click the "Register" button to secure your spot today!
Agenda
Asset Classes & Investment Vehicles
Info: 5:30 PM – 5:35 PM: Welcome & Series Introduction
5:35 PM – 6:00 PM: Topic 1: Core Asset Classes (Cash, Bonds, Stocks)
6:00 PM – 6:15 PM: Topic 2: Markets & Vehicles (Mutual Funds, Stock & Capital Markets)
6:15 PM – 6:30 PM: Open Q&A & Wrap-up
Event Venue & Nearby Stays
Location to be confirmed, TBC, Calgary, Canada
CAD 0.00
