Ellen's Investment Club

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Robert McWhirter, Selective Asset Management Inc NOTE: Pizza provided Tuesday, December 17, 2019, 7:00 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Pizza 4. Guest speaker: Robert McWhirter, President and Portfolio Manager, Selective Asset Management Inc Topic: 5 small caps and why he likes their prospectsPortfolios by strategy 5. Break 6. Recent transactions (time permitting) 7. Future meetings: January 21, 2020 8. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session NOTE: STARTING TIME is 7:00 P.M. Tuesday, November 19, 2019, 7:00 – 9:30 P.M. Room 302 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Members’ topics for discussion 4. Discussion: Club “portfolio” One portfolio Portfolios by strategy Index/ETF Growth Dividend Value 5. Break 6. Recent transactions 7. Future meetings: December 17 Pizza night Speaker/topic TBD Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Alexandra Macqueen >>> PLEASE NOTE NEW START TIME: 7:00 P.M. <<< Tuesday, September 17, 2019, 7:00 – 9:30 P.M. Room 218, Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership ($70 per year) 1. Member introductions 2. Guest speaker:  Alexandra Macqueen Topics: annuities, pension plans and special needs of those retiring on a low income Coauthor of Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life (see description below) Article, “Not so fast, not so easy: Retiring on a low income is a challenge in Canada” 4. Break 5. Annual room rental payment 6. Recent transactions (time permitting) 7. Future meetings: Follow-up on Ryan Modesto presentation (application of approach) 8. Next meeting: October 15, 2019 8. Adjourn Clu...

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Ryan Modesto, CEO, 5iResearch Tuesday, June 18, 2019, 7:30 – 9:30 P.M. Room 218, Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Room rental 3. Guest speaker: Ryan Modesto, CEO, 5iResearch, and contributor to Canadian MoneySaver magazine Major Keys to Investing: Five keys to consider when looking at potential investments 4. Break 5. Questions and Answers/Discussion 6. Recent transactions (time permitting) 7. Future meetings: September 17, 2019 8. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, May 21, 2019, 7:30 – 9:30 P.M. Conference Room 218 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Administration 2019-20 room rental Need minimum 14 annual prepaid memberships Member to sign and manage room contract 4. Members topics for discussion 5. Break 6. Recent transactions 7. Discussion: Club “portfolio”  (deferred) 8. Discussion: ETF project (deferred) 9. Future meetings: June 18 (guest speaker to be confirmed)  10. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Larry Bates Tuesday, April 16, 2019, 7:30 – 9:30 P.M. Dance Studio, Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Announcements North York 1 ShareClub guest speaker: Warren Mackenzie 7:30 pm, Thursday April 25, Parkway Forest Community Centre 4. Guest speaker: Larry Bates Independent investor advocate, author, consultant and speaker.  Author of Beat the Bank (reveals the secrets, decodes the mystery and provides a simple, step-by-step guide to investing, proving conclusively that you don’t need to be an expert to invest successfully…you just need to know the basics). website: www.larrybates.ca 5. Break 6. Recent transactions (time permitting) 7. Future meetings: May 21, 2019 8. Adjourn Club contact: EllensDegener...

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Tim Nash, the Sustainable Economist Tuesday, March 19, 2019, 7:30 – 9:30 P.M. Chapel, Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Announcements North York 1 ShareClub guest speaker: Warren Mackenzie, Thursday, April 25 4. Guest speaker:  Tim Nash is a part-time economics instructor and a fee-only financial planner who teaches how to invest money online in sustainable investment funds.  He’s an expert on socially responsible investing, impact investing, and the green economy.  He created Good Investing to help people learn how to invest online and make intentional decisions about what they’re investing in.  He's an investment coach who offers an independent perspective. The Sustainable Economist ( https://www.sustain...

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting Tuesday, February  19, 2019, 7:30 – 9:30 P.M. Dance Studio, Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. Member introductions 2. Approve agenda 3. Announcements PDAC March 3-6, 2019, Metro Convention Centre North York 1 ShareClub guest speaker: Warren Mackenzie, Thursday, April 25 4. Discussion: Investment resources Free newsletters Paid subscription newsletters Data sources Websites 5. Discussion: Club “portfolio” 6. Discussion: Money Show investment advisers top 100 picks (Document sent separately) 7. Break 8. Recent transactions 9. Future meetings: March 19, 2019 10. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group ...

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting Tuesday, January 15, 2019, 7:30 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. New member introductions 2. Approve agenda 3. Announcements PDAC March 3-6, 2019, Metro Convention Centre Invitation: Ryerson Life Institute Triple E Investment Club, 2-4 pm, Wednesday February 13, 2019.  Guest speaker on taxes and investing 4. Susan Brunner: How I select stocks 5. Break 6. Tom Loftus: Toolkit 6 demonstration https://www.iclub.com/products/tk6.asp 7. Recent transactions (time permitting) 8. Future meetings: February 19, 2019 9. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://g...