Event Registration
Questions? Please contact Jill Flores at 416-360-0580.
Wine & Wealth: An “Ask Us Anything” Nexus Event
Join us for an evening of wine, networking and conversations about money, investing and planning for the future.
July 16, 2025
5:30pm – Registration
6:00pm – Ask us Anything
Reception to follow
On a Side Note…
Here is an investment management blog post that may be of interest to you.
Gold: Speculation or Fundamentals?
Topic:
Investments
Excerpt:
“Stash Some Gold in Your Portfolio—But Not Too Much” read a recent cover of Barron’s Magazine, a financial news publication.
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement
Topic:
Wealth Planning
Excerpt:
One of the benefits of an exciting life development, like changing jobs, is having an excuse to make the time to catch up with old friends and