Wealth Professional Canada – 2022’s Wealth Professionals
May 19, 2021 – Willing Wisdom Webinar with Dr. Thomas Deans
- November 24, 2020 – Webcast
Discussion of the key pillars of SRI, why it continues to see exponential growth among retail and institutional investors, and how the VCIM team builds diversified SRI portfolios for virtually every investor need.
- October 6, 2020 – Webcast
Navigating the New Economic and Market Reality
- 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