top of page
Upcoming Events
"Community Involvement is a huge part of what separates us from other offices"
Check out our upcoming Events, RSVP and tell your friends. All of our events are open to the general public to attend, allowing anyone to gain further insight and knowledge into the Investment world.
Our Monthly Coffee talks are a great opportunity to meet our Advisors face to face in a casual no commitment setting, Allowing you to get to know the Staff and see if its a right fit for you.
Subscribe to our Monthly Newsletter
Upcoming Events
Feb 08, 10:00 a.m. – 11:00 a.m. PSTLink sent after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
Feb 22, 10:30 p.m. – 11:30 p.m. PSTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
Mar 08, 10:00 a.m. – 11:00 a.m. PSTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS- Mar 29, 10:30 p.m. – 11:30 p.m. PDTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- Apr 26, 10:30 p.m. – 11:30 p.m. PDTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- May 10, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- May 31, 10:30 p.m. – 11:30 p.m. PDTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- Jun 07, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Jul 05, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Aug 09, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Sept 06, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Sept 27, 10:30 p.m. – 11:30 p.m. PDTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- Oct 04, 10:00 a.m. – 11:00 a.m. PDTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Oct 25, 10:30 p.m. – 11:30 p.m. PDTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- Nov 08, 10:00 a.m. – 11:00 a.m. PSTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Nov 29, 10:30 p.m. – 11:30 p.m. PSTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
- Dec 06, 10:00 a.m. – 11:00 a.m. PSTSent to you after registrationAre you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS
- Jan 25, 10:30 p.m. – 11:30 p.m. PSTNanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, CanadaJoin us in person at the Nanaimo Golf Club for our Monthly Coffee talk. Enjoy a coffee and some pastries while our Advisors share their thoughts and opinions on current market conditions as well as what they expect may happen in the near future. Seats are limited so be sure to RSVP
bottom of page