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Jan 17

COF CONDO CHAT: Condo Investment Options with Samia Preston

January 17 @ 7:00 pm - 8:30 pm

Learn about the permissible investments outlined in Schedule 2 of the CPA, as well as the benefits/drawbacks of the allowable investments.

Condo Owners Forum is pleased to welcome Samia Preston, CFM, CIM, FCSI, from Matco Financial Inc. for this interactive Condo Chat!

Join Samia as she talks about permissible investments and some of the benefits and drawbacks of them.

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Please send your questions for Samia to info@cofsab.ca prior to Thursday, January 12, 2023.

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ABOUT SAMIA PRESTON

Samia has been involved in the management of Condominium Reserve Funds since 2008. She also provides asset mix, portfolio, financial and retirement planning to a wide range of private clients and condominium corporations.

Samia joined Matco in 2014, bringing her wide-ranging experience working with private clients, institutions and trusts. She began her career in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients to achieve their financial goals. Prior to joining Matco, Samia was Vice-President and Director at a boutique investment firm. Samia is both a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) as well as a Fellow of the Canadian Securities Institute (FCSI).

Matco Financial Inc., founded in 2006, manages approximately $600M+/- for Individuals, Families, trusts, Not-for-Profit Organizations and Group RRSP’s. Matco also offers an investment program for Condominium Corporations.

Ticket Ordering:

COF MEMBERS $15 New! Learn more about the new registration fee here.

A promocode is no longer required to register. Members can register and process their $15 payment online by clicking on the ‘Register’ link for the Condo Chat. Credit/debit and PayPal are accepted methods of payment.

If you require assistance registering or have questions about the new registration fee, please email us at membership@cofsab.ca.

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GENERAL ADMISSION $35 New!

Become a member of COF for just $35/year and enjoy member-only pricing for our Condo Chats and receive access to the member-only resources on our website. Join now!

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Please spread the word!

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Condo Owners Forum Society of Alberta
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