Event Registration
Questions? Please contact Jack MacDonald at (647) 925-2281
Wine & Wealth – What Questions Should I Be Asking My Financial Advisor?
If you’re in your twenties or thirties and still figuring out what questions you’re even supposed to be asking about your money, you’re in good company. Over a (few) glass(es) of wine, we will explore the foundational questions every client should feel comfortable raising with their advisor, covering topics such as investment strategy, risk tolerance, fees, and long-term planning.
Thursday August 13, 2026
6:30pm – Registration
7:00pm – Wine Tasting & Presentation
The Vintage Conservatory @ 224 King St West
On a Side Note…
Here is an investment management blog post that may be of interest to you.
The Rare Privilege of Compounding
Topic:
Investments
Excerpt:
A recent conversation with my son about his Classical Civilizations course left me at a bit of a loss for words. How do you articulate the scale of
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
The Hidden Costs of Divorce: What Couples Don’t Budget For
Topic:
Wealth Planning
Excerpt:
“I’m getting a divorce.” The words alone evoke an emotional reaction: perhaps sad, or relieved, angry, reflective, even numb. But along with the