John E. Green, Wealth Advisor - Edmonton
Set course toward financial success

Discover our events

Our finance and investing journeys are unique given who we are and the rapid world changes that have occurred just in our own lifetimes. Technology advances continue to accelerate at a mind-numbing pace. To continue to be successful it is important that we review and integrate the most promising new developments into our financial investment philosophy. As we discover new and developing topics for discussion, we are happy to be able to present events that provide the latest information available. The “Events” area of our website is where to find both up and coming events that you can attend, and to also review events that were recorded and transcribed. If you follow us, you will see announcements when we are developing exclusive new presentations and seminars for clients and their guests. You can also contact us through this page to let us know what topics you would be interested in attending and to inquire and begin your journey with us as a new client. Stay tuned.

Upcoming events

Past events

Condo Corporation Hot Topics Discussion Series

Understanding Commercial Banking for Condo Corporations
Friday 17 February | 12:00 PM - 1:00 PM MT

  • How personal accounts differ from commercial accounts
  • Operating and Reserve Account basics
  • The role of the property manager in banking
  • Operational points, ie: When board members change banking authorities change

Condo Corporation Hot Topics Discussion Series

Current Trends in Insurance, Underwriting, and Pricing
Friday 27 January 2023 │ 12:00 PM MT

  • Current Trends in Insurance for Condos
  • Actions that Condo Corps can take that would impact insurance costs
  • Best Practices for Condo Corps
  • An example of how a Condo Corp could go wrong and what could have been a better alternative.

Condo Corporation Hot Topics Discussion Series

Implications of the Dramatic Rise in Interest Rates – Investments
Friday 18 November 2022 │ 12:00 PM MT

This is the second in our Condo Corporation Hot Topic Discussion Series. During the presentation we will be discussing:

  • Recap of April 2022 Webinar
  • Equity Linked GICs as they pertain to Condo Corp Reserve Fund Investment
  • Changes in the Equity Linked GIC market and product development
  • Impacts of recent and ongoing interest rate increases

Economic Impact – Fed raises the stakes

Group Watch Live Event with Q&A

Friday 28 October 2022 │ 12:00 PM MT

We will watch Stéfane Marion and Martin Gagnon present the latest Economic Impact followed by a discussion covering the following: 

  • No Pivot yet for the Federal Reserve
  • Impact on Currency Markets
  • Collateral Impact
  • Equity Market Impacts
  • Recession?
  • Money Supply
  • Real Estate Market

Condo Corporation Hot Topics Discussion Series

Implications of the recent dramatic rise in interest rates

Friday 21 October 2022 │ 12:00 PM MT

This presentation is the first in our Condo Corporation Hot Topic Discussion Series. During the presentation we will be discussing:

  • Review of April 2022 Discussion
  • Rate increase implications on Banking and Borrowing
  • Rate increase implications on Investing
  • Implications of Current Regulatory Controls in a higher interest rate environment
  • Summary of Key Discussion Points
  • Panel Member Contact Information

Financial Responsibilities of Condo Corporations

Friday 8 April 2022 │ 12:00 PM MT
Live Stream and In Person

This Presentation is available to existing condo board members, Property Managers, and newly appointed/elected condo board representatives.

Understanding the financial responsibilities of the condo corporation board and board members is a challenge in recent years with changes in applicable legislations. 

John will be hosting a seminar with a condominium law specialist as well representatives from the National Bank of Canada who will be outlining the banking and borrowing package that is structured and available specifically for Condominium Corporations, as well as a presentation of Investments available that qualify for Alberta Condominium Corporations Reserve Accounts. 

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