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 are inviting attendees to join us in person at Vaughan Estate in Toronto or at The Bear Estate in Collingwood. 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 can’t attend, a summary video of the investment review will be available on our website following the event.
Wednesday May 13, 2026 – Midtown Toronto
Vaughan Estate at Estates of Sunnybrook
80 Armistice Dr, Toronto
11:45AM Registration
12:15PM Lunch & Presentation
Friday May 15, 2026 – Collingwood
The Bear Estate at Living Water Resorts
300 Balsam St, Collingwood
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.
Be Careful of “Gamifying” Your Investments
Topic:
Investments
Excerpt:
Are you counting your steps each day? Do you know what your “sleep score” was last night? Remarkable advancements in technology over the last 15-20
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
If I had $1,000: A Guide for Young Investors
Topic:
Wealth Planning
Excerpt:
As my third anniversary at Nexus approaches, I am making my debut to the Nexus blogosphere. I’ve been fortunate enough to meet many of our clients ov