2021 CHARLESTON LAKE ASSOCIATION AGM
Saturday July 17, 2021 at 9am.
YOU CAN JOIN VIA ZOOM
or JOIN FROM AUDIO DEVICE OR PHONE (manual dial in)
Our guests this year are Roger Kelsey Insurance Brokers Inc. They have been long-time Partners with CLA in providing our members with competitive coverage and pricing through their exclusive CLA Members Group plan.
Roger Kelsey’s grandson, Matt Ferguson will provide an overview of services provided by their office and will highlight the insurance discounts available to CLA members. Also attending will be Andrew Murray who is the Tax and Estate Planning Specialist for Ontario and Atlantic Canada for Financial Horizons Group and an a dvisor to Kelsey Insurance. Andrew will be able to answer questions regarding tax and estate planning and presenting ideas and examples of strategies to efficiently move assets on to the next generations.
Archived AGM Minutes
2020 - cancelled due to COVID