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Estate and Financial Planning for Families and Business Owners

Mar 29, 2023 04:00 PM Eastern Daylight Time - Mar 29, 2023 05:00 PM Eastern Daylight Time
Location To Be Determined

Join us for this informative webinar that will outline the fundamentals of estate
planning. Our expert guest speakers will discuss what you need to know about
Wills and estates, trusts, powers of attorney, and considerations to keep in mind
when appointing an executor. 




New Investment Opportunities in this Emerging Higher Interest-Rate Environment

Dec 12, 2022 04:00 PM Eastern Standard Time - Dec 12, 2022 05:00 PM Eastern Standard Time
Location To Be Determined

A Virtual Presentation
Monday, December 12th, 2022 | 4:00 p.m.

For our pre-holiday seminar, I’m doing something a little different: I’ve got two presenters who will each do a 20 minute presentation. For the first time in many years, with elevated interest rates that are expected to remain higher for longer, there are a lot of fixed income, capital safe products to invest in, that don’t have the ups and downs of the stock market, while providing yields that haven’t been available for at least a decade.


So hoping you can join, we will have all the bugs sorted out on this one: promise!


Click here to register: REGISTER


















Energy Sector and Oil Market Outlook

Sep 28, 2022 04:00 PM Eastern Daylight Time - Sep 28, 2022 05:00 PM Eastern Daylight Time
Location To Be Determined

A virtual presentation
Wednesday, September 28, 2022 | 4:30 p.m.


There is always a “back to school” feeling at the end of August, no matter how many years it’s been since actually going back to school (as an aside, I still get “exam”: or “dropping off final papers” nightmares: weird!)


So for this years “back to school”, I’m delighted that Eric Nuttall, senior Portfolio Manager of Oil and Gas at Ninepoint Energy has agreed to join on Wednesday, September 28th, at 4:30, for the latest in our quarterly commentaries.


I’ve had the pleasure of knowing Eric for many years. For those less familiar, Eric Nuttall is a widely followed, quoted and sought out for his thoughtful commentary and observations on the Oil market: from a global and macro perspective. One of his strengths I believe is tying in what’s going on in the world with possible outcomes for energy, while differentiating between what is material, and what is just noise.


His presentation is particularly timely: given what’s happening in Europe, and Ukraine, contrasted with Canada’s abundance of energy, with challenges to meet this demand. Not to mention the overall importance of Oil from an inflation perspective, and the wild price gyrations in the last few years: from peak demand to Covid (where recall forward contracts on Oil, they would pay you to take), to the reopening and increase in demand that resulted, and the Russian invasion of Ukraine: its been a tumultuous few years for Oil, to be sure, and I look forward to hearing his thoughts.

The invitation is below, and I have attached a link to his most recent Financial Post piece. It’s one of the pieces I make sure not to miss: they are always informative. (LINK).




Where is Canadian Real Estate Headed?


Wednesday, January 26, 2022 | 4:00 – 5:00 p.m.


Please join me on January 26th for an exclusive conversation with Anthony Scilipoti, the CEO of Veritas Investment Research, an independent think tank on the Canadian housing market.


In partnership with:



Veritas is a data driven research firm that is a leading voice on Canadian real estate trends. Known for their annual housing market conference, the firm's research is used by institutional investors to make market investment decisions.

I am excited to bring their in-depth expertise to my investors and friends through an intimate chat with Anthony on January 26th.


  Guest speaker:

Anthony and his partners founded Veritas Investment Research in 2000 and launched Veritas Asset Management in 2016 as a way to take action on the research ideas. He serves as the lead portfolio manager on the company’s funds.

Anthony is a Fellow Chartered Public Accountant, a Fellow Chartered Accountant, a Certified Public Accountant (Illinois) and a member of the Association of Certified Fraud Examiners. Anthony also has served as a member of the Ontario Securities Commission’s Continuous Disclosure Advisory Committee since 2006. In 2019, he was appointed to the Board of the Capital Markets Advisory Committee of the International Accounting Standards Board.


Anthony Scilipoti

CEO of Veritas

Investment Research

Click Here to Register



If you have any questions, please contact Joshua Kingsmill,

at 416 842 6717 or email