- 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)
- 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