Quarterly Investment Review
Should you have any questions, please contact Jill Flores at 416-360-0580.
Please join our upcoming Quarterly Investment Review
This quarter, we invite you to join us for dinner at the Granite Club in midtown Toronto. Attendees are welcome to bring a guest, and we encourage you to extend the invitation to someone who might benefit from the evening.
Our event will offer insights into the current economic environment, a summary of investment performance, and an update on our firm. As always, if you can’t attend, a summary video of the investment review will be available on our website following the event.
Wednesday September 30, 2026
Granite Club
2350 Bayview Ave, North York
5:30PM Registration
6:30PM Dinner & Presentation
On a Side Note…
Here is an investment management blog post that may be of interest to you.
The Most Underrated Investment Tool
Topic:
Investments
Excerpt:
A consequence of being closer to the end of my investment career than the beginning, is that I have become more reflective in recent years. I think a
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”
Topic:
Wealth Planning
Excerpt:
As another school year begins, my household is settling back into a familiar juggling act: two working parents, two young kids, school schedules,