Events

Volatility in Perspective: Making Sense of the Markets - January 21, 2026

Market ups and downs can feel overwhelming, but understanding the "why" behind the swings is the first step toward staying calm and focused. In this session we will be sharing an update on the global economy, focusing on specific factors that will impact the Canadian, US, and Global Markets. We will explore several topics including the likelihood of a soft landing (versus recession), unemployment, interest rates & inflation as well as identifying opportunities within the stock and bond markets.
This session is limited to 12 participants so reserve your spot early...and bring a friend! You won't be disappointed!

Retirement Wellness: Happiness, Health, and Connection Beyond Finances - February 18, 2026

Moving beyond the financial aspect of planning for retirement, join Sandra and her guest Bill Parkinson to get clarity on:

• What do you really want from retirement?
• How do you want to contribute?
• How do you want to grow?

Will and Power of Attorney Planning (Session 1) - March 18, 2026

Understanding the Role of the Executor & Power of Attorney in BC....and how to avoid the common pitfalls!

Having a Will and Power of Attorney are key parts of any estate plan...as is ensuring that these vital documents are reviewed and updated so that they continue to reflect your wishes.  And when designating who will act as your Executor or Power of Attorney, it is critical to understand what those roles really involve.

Join Sandra and her guest speaker, Phylicia Rye, Senior Trust Advisor with Royal Trust, for an afternoon of discussion of these important topics with real-life examples and tips on how to avoid the common pitfalls!

Will and Power of Attorney Planning (Session 2) - March 18, 2026

Understanding the Role of the Executor & Power of Attorney in BC....and how to avoid the common pitfalls!

Having a Will and Power of Attorney are key parts of any estate plan...as is ensuring that these vital documents are reviewed and updated so that they continue to reflect your wishes.  And when designating who will act as your Executor or Power of Attorney, it is critical to understand what those roles really involve.

Join Sandra and her guest speaker, Phylicia Rye, Senior Trust Advisor with Royal Trust, for an evening of discussion of these important topics with real-life examples and tips on how to avoid the common pitfalls!