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.
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.
The Financial Planning Lesson Hidden Inside Belle Burden’s New York Times Bestselling Novel, Strangers
Topic:
Wealth Planning
Excerpt:
After seeing countless Instagram posts, hearing friends talk about it at many gatherings, and receiving more than a few recommendations, I finally