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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.

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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
    Coffee Talk
    Multiple Dates
    Coffee Talk
    Wed, May 29
    Nanaimo
    May 29, 2024, 10:30 a.m. – 11:30 a.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    May 29, 2024, 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
    Coffee Talk
    Multiple Dates
    Coffee Talk
    Wed, Jun 26
    Nanaimo
    Jun 26, 2024, 10:30 a.m. – 11:30 a.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Jun 26, 2024, 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
    Coffee Talk
    Multiple Dates
    Coffee Talk
    Wed, Sep 25
    Nanaimo
    Sep 25, 2024, 10:30 a.m. – 11:30 a.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Sep 25, 2024, 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
    Coffee Talk
    Multiple Dates
    Coffee Talk
    Wed, Oct 30
    Nanaimo
    Oct 30, 2024, 10:30 a.m. – 11:30 a.m. PDT
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Oct 30, 2024, 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
    Coffee Talk
    Multiple Dates
    Coffee Talk
    Wed, Nov 20
    Nanaimo
    Nov 20, 2024, 10:30 a.m. – 11:30 a.m. PST
    Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
    Nov 20, 2024, 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
Image by Karthick Krishnakumar
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