Quarterly Investment Review

Should you have any questions, please contact Jill Flores at 416-360-0580.

Private Clients

Private Clients

Foundations & Endowments

Please join our upcoming Quarterly Investment Review

This quarter we are offering attendees to join us in person at the Rosedale Golf Club in the evening, or at the Oakville Club in the afternoon. We also welcome attendees to bring a guest along with them.

Our events will offer insights into the current economic environment, a summary of investment performance, and an update on our firm. As always, if you cannot join us, a recorded version will be made available on our website.

Wednesday September 17, 2025 – Midtown Toronto

Rosedale Golf Club
1901 Mt Pleasant Rd, Toronto, ON M4N 2W3
5:30PM Registration & Networking
6:30PM Dinner & Presentation
Reception to follow
*Please note the club follows a strict dress code and jeans are not permitted. Please contact your Wealth Manager if you have any questions. 

Thursday September 18, 2025 – Oakville

The Oakville Club
56 Water St, Oakville, ON L6J 2Y3
11:45AM Registration
12:15PM Lunch & Presentation

 

On a Side Note…

Here is an investment management blog post that may be of interest to you.

Navigating the AI Exuberance Without Losing Our Bearings

Author Name And Credentials:
Harsh Narsinghani
Topic:
Investments
Excerpt:
Artificial Intelligence (AI) promises to be one of the most significant technological advancements of our time, with potential to reshape industries
Read More

On a Side Note…

Here is a wealth planning blog post that may be of interest to you.

Start Early: Smart Money Moves for the Next Generation of Investors

Author Name And Credentials:
Dianne C. White
Topic:
Wealth Planning
Excerpt:
In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an
Read More