Smart Money Socials Registration
Questions? Please contact Kathleen Peace at 416-360-0706.
Smart Money Socials: Making lunch smarter – and more fun
A good tax strategy shouldn’t begin in March. Join us for an engaging conversation over lunch and wine as we discuss proactive planning and the small moves that can make a meaningful difference over time.
These lunches will be held at the Vintage Conservatory on select Wednesdays at noon.
Upcoming Dates
• November 18
Venue
Vintage Conservatory
224 King Street West, 4th Floor
On a Side Note…
Here is an investment management blog post that may be of interest to you.
The Most Underrated Investment Tool
Topic:
Investments
Excerpt:
A consequence of being closer to the end of my investment career than the beginning, is that I have become more reflective in recent years. I think a
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”
Topic:
Wealth Planning
Excerpt:
As another school year begins, my household is settling back into a familiar juggling act: two working parents, two young kids, school schedules,