Recent Events:

  • May 8, 2018 – Oliver & Bonacini, Oakville – Women and Investing
    Key Highlights discussed:
    – Women are living longer – are you prepared and do you have the financial confidence to take on the financial burden?
    – Long Term Care Insurance
    – Protecting yourself and your assets
    – What about your adult children?
  • September 19, 2017 – Holiday Inn at Bronte with Christine Tan and Atul Penkar of Excel Funds. Highlighting the Excel Emerging Market and Excel India Fund.
    Downloads: Highlights (PDF)
  • September 13, 2017 – Online Webinar with Terry Thib of the IA Canadian Conservative Equity Fund.
    Downloads: Presentation (PDF), Webex minutes (PDF)

Past Events:

  • June 17, 2015 – Oakville Golf Club with Larry Sarbit from IA Clarington Investments. Highlighting the US Sarbit Equity Fund, direction of the fund, strategy and outlook
  • May 29, 2014 – Longo – Women and Investing
  • January 21, 2014 – Otello’s Banquet and Conference Centre with Christine Tan of Excel Funds. Highlighting the Excel Emerging Market Fund.
  • January 15, 2013 – Otello’s Banquet and Conference Centre with Lyle Stein of Leon Frazer & Associates. Highlighting the IA Canadian Conservative Equity Fund.
  • October 23, 2012 – ViewStone Partners Inc Office – Women and Investing