Arnold Machel is an engaging and educational speaker. Having spoken to groups as large as 500, whether your group is large or small he knows how to entertain while educating.

Upon request, we provide professional and comprehensive educational presentations to charities, professional associations, company owner/executives, employees and groups of individuals. We also do "Lunch and Learn" sessions for accounting and legal firms. Topics vary, but some of our most popular topics are:

  • Tax $mart Charitable Giving - particularly popular with church groups
  • Estate Planning
  • Potential Strategies for Converting Mortgage Interest Into a Tax Deductible Investment Expense
  • Registered Education Savings Plans (RESPs)
  • Deferring Interest Income to Capital Gains Income
  • Making Retirement Less Taxing
  • Registered Disability Savings Plans (RDSPs) - particularly popular as a "Lunch and Learn" with accounting and legal firms

ABOUT ARNOLD:

Arnold Machel, CFP®, Financial Planner

When Arnold entered the financial industry in 1995 it became his goal to "effect positive financial change in the lives of his clients". Arnold's Core Beliefs (relating to financial matters) and his story (in his own words) of how he came to be in the industry can be read by visiting our website www.visionvest.ca.

Arnold holds the internationally recognized designation of CERTIFIED FINANCIAL PLANNER (CFP®) and is a well respected public speaker. He is able to deal with a wide range of insurance and investment needs. With many years' experience he has both the qualifications and the expertise to help you achieve your financial goals.

If you are interested in arranging a speaking engagement please contact our office.

Tel: 604-542-2818
Email: admin@visionvest.ca

Contact Us for Speaking Engagements

If you are interested in arranging a speaking engagement with a group of at least 8 people, please give us a call or fill in your details below. A member of our team will be in touch within 2 business days.