Would You Like To Attend Our Next Event?

Whether you are just getting started on your journey towards creating your wealth, or you have been at it for some time, we would love to have you join us at our next event.

While our wealth management strategies are designed for individuals who have more than $500,000 in investable assets, we encourage anyone who is interested in our content to come and enjoy our learning experience. 

We look forward to meeting you.


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Wealth Planning for Health-Care Professionals

Nov 13, 2019 06:30 PM - Nov 13, 2019 08:00 PM Eastern Standard Time
5140 Yonge Street 12th Floor North York, Ontario

Discussion on wealth planning strategies designed specifically for health-care professionals who are ready to own a practice, are thinking of selling one they already own or are simply navigating their peak earning years.


Hosted by: Justin Linett


Guest speakers: Aaron Goldstein, CPA, CA Partner | Crowe Soberman


Hanan Rafih, BBA Commercial Account Manager


George Ellis Investment & Retirement Planning


Ellie Dalle Mobile Mortgage Specialist | RBC Royal Bank