Strategy Implementation Workshops
Master practical planning through hands-on workshops designed for real-world application. Join our comprehensive series starting August 2025.
Reserve Your SpotWorkshop Focus Areas
Our workshops emphasize practical skill development through interactive sessions and real-world case studies. Each module builds upon previous learning while providing standalone value.
Portfolio Construction Workshop
Work through actual portfolio construction scenarios using Canadian market data. You'll analyze risk tolerance assessments, asset allocation models, and rebalancing strategies through guided exercises.
This workshop includes hands-on practice with portfolio analysis tools and risk assessment frameworks commonly used in planning.
Tax Planning Implementation
Navigate Canadian tax planning strategies through practical case studies. Explore RRSP, TFSA, and RESP optimization using real client scenarios and current CRA guidelines.
Sessions include step-by-step walkthrough of tax-efficient investment strategies and retirement planning calculations specific to Canadian regulations.
Risk Management Applications
Apply insurance analysis and risk management principles through interactive workshops. Review actual insurance needs analyses and learn to evaluate coverage gaps.
Practice calculating insurance requirements for different life stages and income levels while understanding the relationship between insurance and overall planning.
Estate Planning Fundamentals
Work through estate planning scenarios relevant to Canadian law. Examine will structures, power of attorney documents, and beneficiary designations through practical exercises.
Sessions cover trust structures, tax implications of estate transfers, and coordination between estate planning and retirement planning goals.
Workshop Schedule & Structure
Our progressive workshop series runs from August through December 2025, with each session building practical skills through guided practice.
Foundation Sessions (August - September 2025)
Begin with planning fundamentals and client assessment techniques. These introductory workshops establish core concepts through interactive exercises and group discussions.
Implementation Workshops (October - November 2025)
Focus on practical application through case study analysis and hands-on planning exercises. Work with real-world scenarios while developing analytical and problem-solving skills.
Advanced Applications (December 2025)
Complete comprehensive planning projects and present solutions to complex scenarios. These capstone workshops integrate learning from previous sessions.
Workshop Leadership
Marcus Chen-Williams, CFP®, CIM
Marcus brings fifteen years of planning experience to our workshop series. His background includes portfolio management at two major Canadian institutions and independent planning practice.
He's particularly skilled at breaking down complex concepts into practical, actionable steps. Marcus holds both his Certified Planner designation and Canadian Investment Manager certification.
Workshop participants appreciate his hands-on approach and real-world examples drawn from actual client situations (appropriately anonymized).
Professional Background
• Portfolio Manager, RBC Dominion Securities (2015-2019)
• Senior Advisor, TD Wealth Management (2019-2023)
• Independent Planning Practice (2023-present)
• Guest lecturer, University of Alberta Business School