Upcoming Events

Join us for our upcoming events!  Just fill in the form below and RSVP to the event that you'll be joining us for.

        Retirement Readiness Seminar

How much will retirement cost and where will it come from. This seminar is designed for people who are concerned about their upcoming retirement or who have concerns with their existing retirement plans.

Date: Thursday October 28, 2010
Time: 2:00 pm OR 7:00 pm
Location: Canadian Legion Branch 67
                12 York Street North
                Lindsay, ON

        Portfolio Update Conference Call

This is a regular quarterly concerence call we do for our clients who want to gain additional insight into their portfolio.

We discuss what has been done to rebalance portfolios, current asset allocation, sector changes and any new strategic investment decisions.  We also provide economic and portfolio outlook from the individual portfolio managers contracted to manage the accounts.

This is an excellent call that lasts approximately 30 minutes over lunch.

Date: Wednesday November 10, 2010
Time: 12:00 pm
Call number: 1.866.602.5089
Pass Code: 7361440

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.