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

  • Coffee Talk
    Multiple Dates
    Wed, Oct 26
    Nanaimo
    Oct 26, 10:30 a.m. – 11:30 a.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, Sept 28
    Nanaimo
    Sept 28, 10:30 a.m. – 11:30 a.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
  • Webcast with Sebastien Mc Mahon, Chief Strategist & Senior Economist, iA Investment Management
    Sept 07, 4:00 p.m.
    https://edge.media-server.com/mmc/p/bqnr5o9
    Hosted by Stephan Bourbonnais, the webcast will explore key economic and market trends and discuss the implications for investor portfolios. Attendees will have an opportunity to ask Sébastien questions via live chat.
  • Nanaimo Night Market
    Thu, Sept 01
    Nanaimo
    Sept 01, 5:00 p.m. – 9:00 p.m. PDT
    Nanaimo, Commercial St, Nanaimo, BC V9R, Canada
    Visit our booth at the Nanaimo Night Market and enter to win some fun and exciting prizes
  • Nanaimo Night Market
    Thu, Jul 28
    Nanaimo
    Jul 28, 5:00 p.m. – 9:00 p.m. PDT
    Nanaimo, Commercial St, Nanaimo, BC V9R, Canada
    Visit our booth at the Nanaimo Night Market and enter to win some fun and exciting prizes
  • Women In Wealth
    Wed, Jun 22
    RSVP for location link
    Jun 22, 11:00 p.m. – 11:05 p.m. PDT
    RSVP for location link
    A significant shift is underway as women are recognized for controlling an increasing share of wealth. This presentation will examine the financial planning considerations resulting from the longer lifespans of women; from portfolio construction to health care and estate planning.
  • Coffee Talk
    Multiple Dates
    Wed, May 25
    Nanaimo
    May 25, 10:30 a.m. – 11:30 a.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 27
    Nanaimo
    Apr 27, 10:30 a.m. – 11:30 a.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, Mar 30
    Nanaimo
    Mar 30, 10:30 a.m. – 11:30 a.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, Feb 23
    Nanaimo
    Feb 23, 10:30 a.m. – 11:30 a.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
  • Coffee Talk
    Multiple Dates
    Wed, Jan 26
    Nanaimo
    Jan 26, 10:30 a.m. – 11:30 a.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
  • Coffee Talk
    Multiple Dates
    Wed, Nov 24
    Nanaimo
    Nov 24, 2021, 10:30 a.m. – 11:30 a.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
  • Coffee Talk
    Multiple Dates
    Wed, Oct 13
    Nanaimo
    Oct 13, 2021, 10:30 a.m. – 11:30 a.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
  • Simplified DownSizing and your Estate Plan
    Oct 12, 2021, 1:00 p.m. – 3:00 p.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Join us Oct 12 2021, from 1PM- 3PM at the Nanaimo Golf Club where specialists will simplify downsizing and discuss the impacts it can have on your Estate Plan.
  • Coffee Talk
    Multiple Dates
    Wed, Sept 29
    Nanaimo
    Sept 29, 2021, 10:30 a.m. – 11:30 a.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
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