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We love to connect with our clients, bringing information and experiences related to your wealth and beyond.

Collingwood Event - Libations, Sustenance, & the Foibles of Human Judgement

May 23, 2024 05:00 PM Eastern Daylight Time - May 23, 2024 07:30 PM Eastern Daylight Time
93 Hurontario St Unit 3 Collingwood, ON

Please join us for complementary food, drink and some entertaining stories about the behavioural biases that influence peoples’ investment decisions. Hosted by Chapman Private Wealth Group of RBC Dominion Securities, we will partake in wine tasting as well as our hosts from Gibson & Co share some colour on their unique wines.

Noah Solomon, CIO of Outcome Metric Asset Management, will join us. He notes that “a computer does not get up on the wrong side of the bed in the morning. It does not have good and bad moods, nor does it feel greed or fear.” Relatedly, he will discuss the advent of selected investment strategies that have entered the landscape, including how unemotional, AI-based investment processes that sometimes outperform their human counterparts.

Location: Gibson & Company in Collingwood, 93 Hurontario St Unit 3, Collingwood, ON, L9Y 2L9

Time: 5:00-7:30pm

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Athlete Apres with Olympic Bronze Medalist Marion Thenault

Mar 02, 2024 04:30 PM Eastern Standard Time - Mar 02, 2024 06:00 PM Eastern Standard Time
100 Pioneer Dr Markdale, ON

Paul Chapman will be hosting Olympic Bronze Medalist Marion Thenault to speak at Beaver Valley Ski Club on March 2nd (Silver Creek Room, 4:30 pm) which will be very interesting and exciting! Marion is exceptional and has gone through a number of pivots and transformations over her career, an experience that landed her on an Olympic podium in a sport she didn’t originally know existed.

Women, Worth & Wellness - Embracing Personal Purpose for Wellness-Driven Leadership

Jan 18, 2024 11:30 AM Eastern Standard Time - Jan 18, 2024 01:00 PM Eastern Standard Time
Location To Be Determined

On Thursday, Jan 18, 2024 at 11:30 AM - 1:00 PM EST, we are hosting a virtual event entitled “Embracing Personal Purpose for Wellness-Driven Leadership”. We have 3 speakers who are juggernauts in their respective disciplines and thought leaders. Gain insights from renowned speakers dedicated to positive impact, and reflect on your personal purpose for professional and personal growth. Let's collectively shape a healthier, purpose-driven world - your purpose matters, and together we can make a difference in 2024 and beyond. Discover the transformative power of purpose-driven leadership with "Women Worth & Wellness"™.

Women, Worth & Wellness - You Don’t Know What You Don’t Know - The Impact of Legacy Philanthropy

Oct 30, 2023 05:00 PM Eastern Daylight Time - Oct 30, 2023 07:00 PM Eastern Daylight Time
Chartwell Balmoral Collingwood, ON

This event is designed especially for individuals and families like yours, passionate about making a difference and leaving a lasting legacy. Whether you're curious about new ways to give back or eager to explore strategies to maximize tax benefits, this session is tailored just for you.

Let’s explore how together we can create a positive impact on the world, while securing your financial future.

We look forward to seeing you on Oct 30th. You are most welcome to invite your family and friends to come along.

Private credit forum

Private credit forum: an intimate discussion with two leading global managers

Jul 27, 2023 11:00 AM Eastern Daylight Time - Jul 27, 2023 11:45 AM Eastern Daylight Time
Virtual Event, Collingwood, ON

Private credit may provide defensive income and diversification benefits to portfolios, and improve risk-return potential. Given the combination of public market disruption, private market dislocation opportunities and increased yields from both higher rates and higher asset spreads, today is seen by some as a 'golden moment' for the asset class.