Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

September 23, 2021

11:00a - 12:00p

Virtual Webinar

Is your portfolio positioned to take advantage of a volitale market?

What should you do when the markets get too risky for your comfort level but you need exposure to equity growth? Join us as we speak with money manager Toews Asset Managers.

September 30, 2021

11:00a - 12:00p

Virtual Webinar


Sustainable Real Estate Invesment Trusts? Can they replace fixed Income?

Learn about the expected returns of green and non green real estate.

October 6, 2021

11:00a - 12:00p

Virtual Webinar


Past Events

September 16, 2021

11:00a - 12:00p

Virtual Webinar

Turbulent Market? Is your portfolio prepared?

Turbulent times ahead? How will your portfolio managers handle a sudden flash crash? Join Shardea Ages, CFP® & Emma Foulkes, CFP® as the welcome Chris Wilson from Ocean Park investments. We will discuss why active management out performs index funds in down markets.

June 11, 2020

6:00p - 7:00p

Zoom Webinar

June 3, 2020

9:00a - 9:30a

Zoom Link Provided

Event Registration

Thank you!

Error processing your request. Please try again at a later time.