Past Events

Educational sessions:

• Lunch n' Learn
• Maestro and the Markets
• IPP and Corporate Tax discussion
• Risks of Retiring
• Beyond Framingham on your health and wealth
• Is your financial future losing energy?
• Fees: A Moment of Truth
• Post US Election market update
• The key to your financial security
• Service enhancements presentation
• Real risks of retiring
• Identity and testimonials presentation
• Less tax... more life

Client appreciation events:

• Scotch Tasting
• A Conversation with Obama
• Holi Celebration 2019
• Axe Throwing
• Smooth Edge Live Band
• An evening with Laurie Skreslet
• Alberta Ballet's The Nutcracker
• Group Hike - Plain of Six Glaciers
• Client gratitude BBQ
• Lake Agnes Tea House hike
• Grassi Lakes Hike
• Holi Hungama 2017
• Client gratitude afternoon tea at the Fairmont Banff Springs
• Client gratitude brunch at the Fairmont Banff Springs
• Stars on Ice
• Comedy tour
• Zoo day
• LPGA Canadian Open

Sponsored events:

• Prudent Principles of Wealth Management presentation by Diamond Fernandes of the Heart Fit Clinic
• Hormones aging & heart disease
• Keeping yourself financially afloat during your job search