Events
We invite you to attend our upcoming free educational sessions and event opportunities!
For more information on any of our upcoming events, please do not hesitate to ask! (Please note: all of our events and sessions require RSVP as seats are limited and fill up quickly! Attendance is by invitation or client referral only. Please call or email the Raymond James office for more information. 604-855-0654 | cindybourypwm@raymondjames.ca).
| EVENT | DATE/TIME | LOCATION |
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| Open House Afternoon & Diaper Drive |
June 20th, 2024 Drop in between 1:30 PM and 3:00 PM |
Raymond James Ltd. Suite 200 – 2881 Garden Street, Abbotsford, BC |
| DESCRIPTION: Come out to our Open House for a chance to chat and catch up. Coffee and treats will be served. Do you have a friend you think we should meet? Bring them along! Please RSVP before June 10 by calling 604-855-0654 or emailing cindybourypwm@raymondjames.ca. At this event we are hosting a diaper drive for the Archway Community Service’s Best for Babies program. If you would like to join in, bring along a box of baby diapers or drop them at our office anytime between now and the Open House. Let’s see how tall our diaper tower will be! |
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| Presentation: Considerations of Estate Planning |
May 2nd, 2024 First presentation at 10:00 AM, second at 1:00 PM |
Released when RSVP confirmed |
| DESCRIPTION: Cindy Boury is joined by Raymond James Senior Trust Specialist, Patricia Chartrand, for an in-person discussion on everything to do with estate planning. Refreshments will be served. Please RSVP by calling 604-855-0654 or emailing cindybourypwm@raymondjames.ca. Friends and family are welcome. More sessions on alternate dates will be opened depending on demand. | ||
| Annual Update & 25-year Celebration |
November 8th, 2023 Doors open at 4:30 PM; Presentation at 5:00 PM |
Released when RSVP confirmed |
| DESCRIPTION: Come out to our annual update and 25-year celebration. Appetizers and refreshments will be served. You are welcome to bring a guest. Please RSVP by Oct. 27th by calling 604-855-0654 or emailing jenny.donegan@raymondjames.ca. | ||
| Open House Afternoon | May 11th, 2023 Drop in between 1 PM and 3 PM |
Raymond James Ltd. Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Come out to our Open House for a chance to catch up and meet some new faces on our team. Coffee and treats will be served. Do you have friends you think we should meet? Bring them along! Please RSVP by May 3rd by calling 604-855-0654 or emailing jenny.donegan@raymondjames.ca. |
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| How to Safeguard Your Senior Clients from Investment Abuse | November 26, 2020 / 12:00PM PST | ZOOM Webinar |
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DESCRIPTION: In this presentation, Cindy Boury, a portfolio/branch manager with tier one compliance and regulatory supervisory experience will explore the challenges relating to safeguarding your senior clients from Investment Abuse. She will provide examples from personal experiences, and discuss how to recognize warning signs and what to do if you find yourself in this situation! |
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| Live Conference Call #5 – Death & Taxes: Is Your Estate in Order? | May 19, 2020 / 1:00PM PST | ZOOM Webinar |
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DESCRIPTION: Agenda will include a brief update on the markets, overview of estate management, wills & POA, and beneficiaries: are yours in order if something were to happen to you? |
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| Live Conference Call #4 - Updates, The Markets & Stocks Vs. ETFs | May 12, 2020 / 1:00PM PST | ZOOM Webinar |
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DESCRIPTION: Agenda will include an update on our office and management, update on the markets and stocks vs. ETFs: What are they & Why Use Either? |
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| Live Conference Call #3 - Updates, The Markets & Bonds | May 5, 2020 / 1:00PM PST | ZOOM Webinar |
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DESCRIPTION: Agenda will include an update on our office and management, update on the markets and a discussion of bonds: how they work and why use them. |
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| Live Conference Call #2 - Updates, The Markets & Indexes | April 28, 2020 / 1:00PM PST | ZOOM Webinar |
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DESCRIPTION: Agenda will include an update on our office and management during COVID-19, update on the markets and indexes: how they work and why use them vs. mutual funds. |
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| Live Conference Call #1 - Message and Updates During COVID-19 Pandemic | April 16, 2020 / 1:00PM PST | ZOOM Webinar |
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DESCRIPTION: Agenda will include discussion of our safety overview & changes to our branch, the markets in general and our opinions on current trading. |
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| Wills and Wisdom | Thursday November 14, 2019 / 6:30PM PST - 8:30PM PST | Released when RSVP confirmed |
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DESCRIPTION: 51% of Canadians don’t have a will. Stop treating your will like a huge secret only to be shared after you die. Join us to learn a different approach to estate planning. RSVP to attend this complementary seminar, seats are limited. |
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| Managing RISK vs RETURN Late in a Cycle. | Thursday May 23, 2019 / 6:30PM PST - 8:30PM PST | Released when RSVP confirmed |
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DESCRIPTION: We invite you to an evening with Andrew McCreath. He is a Markets Commentator on BNN Bloomberg TV, appearing on The Open and Weekly with Andrew McCreath. He has over 20 years in the investment business with 7 as a sell-side analyst and 14 as a portfolio manager. Watch him on BNN Fridays at 4:30 pm ET. |
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| Do I Need a Wealth Advisor? | October 11, 2018 / 6:30PM PST - 8:30PM PST | Released when RSVP confirmed |
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DESCRIPTION: Join us to learn about who we are, what we do, and how we can help you and your family. This is an opportunity for you to meet our team in a group environment. |
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| Cryptocurrency and Blockchain...Should I Invest in Them!? | July 25, 2018 (Evening) / 6:00PM PST - 7:30PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: We are going to examine cryptocurrency and blockchain. We’ll look at how they work, the effects they may have on us and the investment aspects. |
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| Cryptocurrency and Blockchain...Should I Invest in Them!? | July 25, 2018 (Afternoon) / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: We are going to examine cryptocurrency and blockchain. We’ll look at how they work, the effects they may have on us and the investment aspects. |
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| Cryptocurrency and Blockchain...Should I Invest in Them!? | July 24, 2018 (Afternoon) / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: We are going to examine cryptocurrency and blockchain. We’ll look at how they work, the effects they may have on us and the investment aspects. |
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| Understanding Wills, Probate & Estates | November 9, 2017 / 7:00PM PST - 9:00PM PST | Sandman Hotel, Conference Studio 1 & 2 32720 Simon Ave, Abbotsford, BC V2T 0B8 |
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DESCRIPTION: Educational Session: We are hosting a complimentary event to help you understand probate; how to bypass wills variation and other interesting estate issues. Host: Cindy Boury FMA, CIM®, FCSI® Portfolio & Branch Manager of Raymond James Ltd. Guest Speaker: Brent Beaumaster PFP. Event sponsored in part by: Manulife Investments. You are welcome to bring friends and family. RSVP is required as seats are limited. |
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| Back to the Basics: Part 1 |
Friday September 29, 2017 / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Back to the Basics: Part 1 |
Friday September 29, 2017 / 4:00PM PST - 5:30PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Back to the Basics: Part 1 |
Wednesday September 27, 2017 / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Back to the Basics: Part 1 (For Women Only) |
Wednesday September 27, 2017 / 7:00PM PST - 8:30PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. (For Women Only) |
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| Back to the Basics: Part 1 (For Women Only) |
Thursday September 21, 2017 / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. (For Women Only) |
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| Back to the Basics: Part 1 |
Thursday September 21, 2017 / 7:00PM PST - 8:30PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Back to the Basics: Part 1 |
Tuesday September 19, 2017 / 1:30PM PST - 3:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Back to the Basics: Part 1 |
Tuesday September 19, 2017 / 7:00PM PST - 8:30PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Why Emerging Markets May Be The Best Investment In The World. | August 30, 2017 / 12:00PM PST - 2:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Lunch & Learn: Martin Chambers will discuss why we believe Emerging Markets may be one of the best investments in the world over the next decade. |
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| Back to the Basics: Part 1 |
June 1, 2017 / 12:00PM PST - 2:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Lunch & Learn: Part 1 of 3 educational sessions where we will cover basic foundation understanding of statements, designations, investment and account types. |
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| Cisco & Cyber Security | May 24, 2017 / 12:00PM PST - 2:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: Lunch & Learn: Looking at one of our favourite technology investments, Cisco Systems. |
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| Mother’s Day Tea | May 12, 2017 / 2:00PM PST - 4:00PM PST | Raymond James Ltd., Boardroom Suite 200 – 2881 Garden Street, Abbotsford, BC |
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DESCRIPTION: The Cindy Boury PWM team would like to invite you to celebrate Mother’s day with us, joining us for tea! This year Mother’s Day is extra special, Cindy’s two daughters have recently joined the team! You are welcome to bring a friend! |
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