Questions? Please contact Jill Flores at 416-360-0580.

Wine & Wealth:  An “Ask Us Anything” Nexus Event

Join us for wine tasting, networking and conversations about money!

July 16, 2025
6:30pm – Registration
7:00pm – Ask us Anything
Wine tasting to follow

 

On a Side Note…

Here is an investment management blog post that may be of interest to you.

For Those in Peril on the Sea: Income vs. Capital

Topic:
Investments
Excerpt:
When it comes to investing, a blinkered focus on income, especially when animated by a requirement to generate an unnaturally high level of income,

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