For clients, we regularly hold informal presentations and invite guest speakers to share their expertise. It's a great way to get out and meet some like minded people who share your interest in a welcoming environment.
Event Review
What About the Cottage? Estate Planning Event
 | Cottages are a topic which is on the minds of many when it comes to planning their will. Guest speaker, Lisa Sticht-Maksymec, a member of Pallett Valo LLP practice specializing in wills and estate planning, sharaed insights on cottages, probate fees, trusts and joint assets. Read a review here. |
Event Review
Intro to ETF's
ETF's offer low cost, tax efficient, built-in liquidity...but not all ETF's perform. Read Barb's review of the event here: iShares ETF Event Review.
