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Financial Workshops

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UTFA Workshops/Seminars

  • How to build a better portfolio - Norm Rothery overheads - Nov 23, 2012
  • How to build a better portfolio - Slides - Norm Rothery - Nov 25, 2011
  • Investment Glossary - from websites - for Nov 25, 2011
  • Roads to Investment Success - Slides- Norm Rothery - Dec 3, 2010
  • Investing Independently - by Norm Rothery - Nov 27, 2009
  • Overheads for Seminar - Norm Rothery - Nov 27, 2009
  • Financial Planning and the U of T Pension Plan - 2007

Related Information

  • Top ten - (updated) investment references from George Luste - Dec 2012
  • Top ten - investment references from George Luste - Nov 2012
  • The Winner's Game -Charles D Ellis, FAJ - 2011
  • UTFA's Reserve Account and Investment Policy - 2009
  • Practical Portfolio Construction - Norm Rothery - 2009
  • Quotes from "The Investor's Manifesto" - William J. Bernstein - 2009
  • How to Minimize Investment Returns - Warren Buffett - 2005

Related Links

  • It's not Rocket Science - Tom Bradley, Nov, 2010 - free book download
  • A Primer for Canadian Do-It-Yourself Investors - Keith Betty - free book download

 

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