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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.

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Upcoming Events

  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Feb 08
    Link sent after registration
    Feb 08, 10:00 a.m. – 11:00 a.m. PST
    Link sent after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Feb 22
    Nanaimo
    Feb 22, 10:30 p.m. – 11:30 p.m. PST
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Mar 08
    Sent to you after registration
    Mar 08, 10:00 a.m. – 11:00 a.m. PST
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Mar 29
    Nanaimo
    Mar 29, 10:30 p.m. – 11:30 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Coffee Talk
    Multiple Dates
    Wed, Apr 26
    Nanaimo
    Apr 26, 10:30 p.m. – 11:30 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, May 10
    Sent to you after registration
    May 10, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, May 31
    Nanaimo
    May 31, 10:30 p.m. – 11:30 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Jun 07
    Sent to you after registration
    Jun 07, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Jul 05
    Sent to you after registration
    Jul 05, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Aug 09
    Sent to you after registration
    Aug 09, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Sept 06
    Sent to you after registration
    Sept 06, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Sept 27
    Nanaimo
    Sept 27, 10:30 p.m. – 11:30 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Oct 04
    Sent to you after registration
    Oct 04, 10:00 a.m. – 11:00 a.m. PDT
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Oct 25
    Nanaimo
    Oct 25, 10:30 p.m. – 11:30 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Nov 08
    Sent to you after registration
    Nov 08, 10:00 a.m. – 11:00 a.m. PST
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Nov 29
    Nanaimo
    Nov 29, 10:30 p.m. – 11:30 p.m. PST
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
  • Setting Financial Goals Webinar
    Multiple Dates
    Wed, Dec 06
    Sent to you after registration
    Dec 06, 10:00 a.m. – 11:00 a.m. PST
    Sent to you after registration
    Are 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
  • Coffee Talk
    Multiple Dates
    Wed, Jan 25
    Nanaimo
    Jan 25, 10:30 p.m. – 11:30 p.m. PST
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join 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
Image by Karthick Krishnakumar
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