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
