Throughout the year,  we host a variety of events. We look forward to entertaining our clients and being introduced to our guests.
If interested in attending any of these, Contact us here

Our past events:

  • Education Seminar Master Your Retirement (February 27, 2019)
  • Education Seminar Financial Planning and Your Business (March 27, 2019)
  • Education Seminar Financing Your Retirement (April 24, 2019)
  • In-Depth Education Seminar For Incorporated Professionals (May 29, 2019)
  • Education Seminar Master Your Retirement (June 26, 2019)
  • Education Seminar Charitable Giving (June 31, 2019)
  • Education Seminar Death of Tax Payer (August 28, 2019)
  • 19th Annual Rebel Golf Tournament sponsored by Kevin (September 7, 2019)
  • Education Seminar Maximizing Your Retirement (September 25, 2019)
  • Education Seminar Pre-Retiree (October 30, 2019)
  • Festive Appreciation Event (November 14, 2019)
  • Education Seminar Tax and Retirement (November 27, 2019)
  • Education Seminar Navigating COVID-19 Economic Volatility & Government Relief Programs (April 22, 2020)
  • Education Seminar Canada's COVID-19 Economic Response Plan and its Impact on Financial Planning Strategies (April 30, 2020)
  • Education Seminar Estate Planning & Creating Certainty For Your Future (May 6, 2020)
  • Education Seminar Wealth Planning Strategies for Women: During COVID-19 and Beyond (May 7, 2020)
  • Education Seminar A Market Introspective: COVID-19 and the Global Capital Markets (May 14, 2020)
  • Virtual Speakers Event Featuring Hayley Wickenheiser (May 27, 2020)
  • The Songwriters & Stories Online Concert Featuring Ian James, Cory Tetford, The Ennis Sisters, and Myles Goodwyn of April Wine (May 31, 2020)
  • Education Seminar Aging and Long-Term Care Planning: What COVID-19 has Reminded Us (June 25, 2020)
  • Education Seminar Reopening with Confidence (June 9, 2020)
  • A Conversation with NHL Legend Wendal Clark (July 23, 2020)
  • The Ripple Effect Wellness Organization's Annual Event (September 16, 2020)
  • Education Seminar A Market Update and Uncovering the Top Investment Portfolio Issues (September 17, 2020)
  • Orange Shirt Day: On The Path to Reconciliation Event (September 30, 2020)
  • An Evening with Michele Romanow (October 13, 2020)
  • An Evening with Chris Hadfield (November 12, 2020)
  • An Interview with Dr. Jeremy Sigel (January 21, 2021)
  • Education Seminar Master Your Retirement: Key actions to take to secure the retirement you want (January 27, 2021)
  • An Evening with Canadian Icon: Jann Arden (February 4, 2021)
  • Education Seminar How to Achieve Financial Confidence (February 23, 2021)
  • The Songwriters & Stories Online Concert Featuring Randy Bachman, Colin James, and Tenille Arts (April 8, 2021)
  • David Feherty Live: Stories From The 19th Hole (May 13, 2021)
  • Education Seminar Family First: Tax and Estate Planning for your Vacation Property (May 19, 2021)
  • The Songwriters & Stories Online Concert Featuring Walk off the Earth and Alan Doyle (July 15, 2021)
  • 27th Annual Providence Golf Classic sponsored by Kevin (August 23, 2021)
  • Education Seminar CFEE Money and Youth Workshop (September 14, 2021)