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 for lunch at SixtyEight on the 68th floor of the Scotia Plaza. We also welcome attendees to bring a guest along with them.
Our events will offer insights into the current economic environment, a summary of investment performance, and an update on our firm. As always, if you can’t attend, a summary video of the investment review will be available on our website following the event.
Wednesday February 11, 2026 – Downtown Toronto
SixtyEight at Scotia Plaza
40 King Street West, 68th Floor
Toronto, ON M5H 3Y2
11:45AM Registration
12:15PM Lunch & Presentation
On a Side Note…
Here is an investment management blog post that may be of interest to you.
2025 in Review: Addressing Client Questions on the Economy, the Stock Market, and AI
Topic:
Investments
Excerpt:
To say that 2025 was eventful would be an understatement. While the year's place in history is yet to be determined, our collective Canadian anxiety
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
How to Give Generously Without Risking Your Financial Future
Topic:
Wealth Planning
Excerpt:
Do you want to leave a legacy? It’s an interesting question, and I usually frame it for people by explaining it in the following way: There are some p