Quarterly Investment Review
Should you have any questions, please contact Jill Flores at 416-360-0580.
Please join our upcoming Quarterly Investment Review
This quarter we are offering attendees to join us in person at the Vaughan Estate in Toronto or at The Bear Estate in Collingwood. We also welcome attendees to bring a guest along with them.
Our event will offer insights into the current economic environment, a summary of investment performance, and an update on our firm. As always, if you cannot join us, a recorded version will be made available on our website.
Tuesday May 13, 2025 – Midtown Toronto
The Vaughan Estate at the Estates of Sunnybrook
80 Armistice Drive, Toronto, M4N 3M5
Start Time: 12:00PM
Friday May 23, 2025 – Collingwood
The Bear Estate at Living Water Resorts
300 Balsam St, Collingwood, L9Y 4H7
Start Time: 12:00PM
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On a Side Note…
Here is an investment management blog post that may be of interest to you.
Taking Ownership – A Better Path Towards Your First Down Payment
Topic:
Investments
Excerpt:
Presenting a viable path for first-time home buyers to save for a down payment by making the most of their registered investment accounts
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