Mr. Pervez H. Patel ACA, AICWA, CIM, FCSI
Vice President of Canadian Investment Consultants

Will be traveling to the following location: 

José, Costa Rica
From July 1 to 4, 2005 - Hotel Herradura Golf Resort (Tel: 506-239-0033)

Pervez invites you to attend a special seminar on Friday, July 1st at 5:30 pm
to be held at the Hotel Herradura Golf Resort.

  1. Are you jeopardizing your Non-Resident Status?
  2. Managing Investment Risk in a world with geopolitical risks.
  3. Constructing an income portfolio in a rising interest rate environment.
  4. Does your retirement portfolio protect your principal?
  5. Asset Classes that perform irrespective of market corrections.

Please RSVP by email to pervez@shaw.ca to reserve your place(s).

Prior to making this trip, Pervez has had meetings with regional managers of major money management firms and attended conferences of premier fund managers.

Pervez is also available to have initial meetings with prospective clients to discuss financial planning and investment management needs.
There is no cost or obligation for having a meeting with Pervez.

If you would like to arrange a consultation, please e-mail Jeroo at the following e-mail and provide your name, telephone number and preferred meeting times. She will get back to you immediately.

Email: pervez@shaw.ca
Phone: 604-436-3556
Fax: 604-436-3506