Annual General Meeting

​Held:
Saturday, January 28th, 2023
1:00 - 2:30 PM

Thank you to our meeting sponsors

​

Meeting Materials 

Meeting minutes, and webinar will be posted in coming weeks. 
​

​ANNUAL FINANCIAL STATEMENTS,  YEAR ENDED 31 OCTOBER 2022 (APPROVED)

AGM Guest speaker

 Why Talking about Death Helps you Live More Fully
Yvonne Martin-Morrison is the Senior Financial Planner with Bow Wealth Management at Raymond James Ltd. She is a national award winning financial planner who has been serving the retirement, tax and estate planning needs of executives and business owners for more than two decades. She is passionate about helping others equip themselves to make the financial choices that give them greater freedom, confidence and control.

Yvonne will be sharing her personal story about her membership in the Cooperative Memorial Society and her recent experience in her family. She will highlight how family communication is so important about the benefit of the membership and the final arrangements for loved ones.
She will connect it to her work as Financial Planner who assists with planning for the aging process, and the importance in estate planning for families.

YVONNE MARTIN-MORRISON, CFP® (Canada), CRPC® (USA) | Raymond James Ltd. Senior Financial Planner, Private Client Group

Yvonne.martin-morrison@raymondjames.ca
403.221.0308