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Lunch & Learn - Portfolio Management

  • Longwood Brew Pub 5775 Turner Road Nanaimo, BC, V9T 6L8 Canada (map)
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Portfolio Management - What is it and Why You Should be Investing With it - with David LeNeveu

David LeNeveu is the owner and president of LeNeveu Legacy Financial Inc. and is a business partner with Andreas Hinkkala, specializing in high net worth corporate planning solutions. 

He will define portfolio management, and discuss their benefits (including lower fees, discretionary management, fair dealing, lower volatility, broader versification), especially when compared to Mutual Funds/Segregated Funds. He'll also cover who is eligible for this type of investment.

All YPN events are open to MEMBERS. If you're interested in joining the group we welcome you to attend ONE event for free to find out if we're a fit.

Please email your lunch order before 10 am on Thursday, February 1, 2018, 2017 at

You can check out the Longwood Brew Pub's menu at

Earlier Event: January 26
HAPPY HOUR - Old City Station Pub
Later Event: February 9