Upcoming Events
We provide many valued added events for our clients that include monthly client seminars, annual June Family Movie Day, annual Children’s Christmas Party and much more.
We are delighted to invite your family to the launch of an exciting NEW Zoom educational series: Smart Money Moves for Teens, Young Adults and Clients. This exclusive seminar is designed for individuals who are eager to build a strong foundation in financial literacy and investing.
Join us on Wednesday November 19, 2025 for our evening seminar, with our guest speaker, Matt Brown, Lawyer at Low Murchison Radnoff LLP, will share valuable insights on the importance of proper estate planning.