In Our Community
In 1999, now-retired Investment Advisor, David Strang, founded the Nanaimo Gyro Georgia Strait Charity Challenge. The Charity Challenge requires windsurfing an imposing distance of 40 kilometers, from Nanaimo to Sechelt, while braving six-foot swells and 25 knot winds.
In August 2014 David completed his 7th crossing and Saul raised over $30,000 in donations from corporate sponsors. Since 1999, the pair have raised over $180,000. All monies raised have directly benefitted local Nanaimo charities. Weather and wind permitting, we plan to continue embarking on the Charity Challenge biennially.
Read more about the 2014 crossing...
In Our Schools
Saul volunteers his time in classrooms, emphasizing that disciplined money management should start early in life. He teaches secondary school students the importance of budgeting, debt awareness, economic choices and consumerism. The discussions offer young people a chance to learn from the experiences and insights of a seasoned businessman, helping students form a foundation of financial knowledge for the years ahead.
Our Workshops
Open to everyone, these engaging two hour sessions are designed to assist retirees and pre-retirees in making better-informed financial decisions. The relaxed discussion structure provides visitors an opportunity to pose difficult questions to a Wealth Management Professional. Through our workshops, we are helping lead the community to greater financial literacy.
Upcoming workshop dates and descriptions
