Are You Truly Diversified?

Cedar Brae Golf Club 55 Mac Frost Way, Scarborough, Ontario, Canada

Please Join Us for an In-Depth Discussion on Investment Management & Learn How to Get the Most Out of Your Investment Portfolio. This seminar is a must attend if: • You are interested in learning more about how to properly diversify your portfolio • You want to help protect your portfolio and unlock different sources […]


Executor Success –The Missing Piece of Estate Planning

Bella Notte Ristorante 3570 Brock Street North, Whitby, Ontario, Canada

Do you think writing a Will is all you need to ensure your estate is administered successfully? Please join us for a seminar on Executor Success, where we will share items to address for successful estate administration and examples of what an executor should look out for. If you are named an Executor, or have […]