Smart Money Socials Registration
Questions? Please contact Kathleen Peace at 416-360-0706.
Smart Money Socials: Making lunch smarter – and more fun
A good tax strategy shouldn’t begin in March. Join us for an engaging conversation over lunch and wine as we discuss proactive planning and the small moves that can make a meaningful difference over time.
These lunches will be held at the Vintage Conservatory on select Wednesdays at noon.
Upcoming Dates
• June 17
• September 23
• November 18
Venue
Vintage Conservatory
224 King Street West, 4th Floor
On a Side Note…
Here is an investment management blog post that may be of interest to you.
Why Scary Headlines and Strong Returns Can Coexist – and What Your Brain Gets Wrong About Both
Topic:
Investments
Excerpt:
The positive feedback from clients after seeing their first quarter returns was remarkable. Reactions like that could only come from a pleasant
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