CANCELLED Lunch & Learn - How to Recognize Investment Fraud and Malpractice

You must register to receive the Zoom link.

Many of our valued employees and family members are at risk of falling victim to investment fraud. This workshop will help you identify the signs of fraud and malpractice, and help keep those around you from making potentially catastrophic decisions with their money.

JOIN US AND LEARN: 

• How to identify potential fraudsters
• How to check an advisor’s licensing
• Which subscription forms to be wary of
• What various job titles mean, and the conflicts of interest inherent in each
• How to identify hidden or unreasonable fees

• Organizational leaders with employees, members, congregants, or others they care about or are responsible for.
• Individuals with elderly parents 
• Individuals who think they or someone they know may be a victim of fraud 
• Professionals who wish to learn more about investment conflicts of interest, industry structure, and other pitfalls. 

ABOUT OUR SPEAKER: 
Bill Thomlinson is Associate Portfolio Manager with Raymond James Ltd., and a former executive with several of the largest investment companies in Toronto and Vancouver. Bill has been a hedge fund gatekeeper and analyst for a national brokerage firm, COO for an investment management firm, and product manager for a multi-billion dollar mutual fund brand. He gives fraud seminars to Langley seniors groups, and is an active community leader, husband and parent to four wonderful children. He is looking forward to sharing his 25 years of experience in the investment industry with the business people of Langley.