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
Oct 26, 10:30 a.m. – 11:30 a.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- Sept 28, 10:30 a.m. – 11:30 a.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
Wed, Sept 07https://edge.media-server.com/mmc/p/bqnr5o9
Thu, Sept 01Nanaimo- Thu, Jul 28Nanaimo
Wed, Jun 22RSVP for location linkJun 22, 11:00 p.m. – 11:05 p.m. PDTRSVP for location linkA 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.- May 25, 10:30 a.m. – 11:30 a.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 27, 10:30 a.m. – 11:30 a.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
- Mar 30, 10:30 a.m. – 11:30 a.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
- Feb 23, 10:30 a.m. – 11:30 a.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
- Jan 26, 10:30 a.m. – 11:30 a.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
- Nov 24, 2021, 10:30 a.m. – 11:30 a.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
- Oct 13, 2021, 10:30 a.m. – 11:30 a.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
Tue, Oct 12Nanaimo- Sept 29, 2021, 10:30 a.m. – 11:30 a.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
