2 Upcoming Events

Dinner Presentation

White Coats, Red Flags
Top Financial Mistakes Physicians Make

You will learn:

  • Top 3 Financial Mistakes physicians make
  • Top 4 Planning Strategies for financial independence
  • The #1 Behaviour undermining financial success
  • Market insights from one of the Top Portfolio Managers in North America
     Date

   Wednesday, January 28th, 2026 at 7:00pm EST - Opus Restaurant - 37 Prince Arthur Ave, Toronto, ON M5R 1B2

PLEASE SELECT "January 28th - Opus" on the form to register.


Lunch Workshop

Planning for Prosperity
Essential Retirement Strategies for Entrepreneurs & Business Owners

Lunch & learn presentation EXCLUSIVELY for executives & small business owners

You will learn:

  • How much money you Need for Financial Independence
  • Whether your portfolio is on track to Meet Your Goals
  • The Missing Ingredient for financial success
  • Is an Individual Pension Plan (IPP) right for you
    • Date

    Tuesday, February 10th, 2026 at 12:15pm EST - Location: TBD

    PLEASE SELECT "February 10th - Workshop" on the form to register.

 Register for one of our upcoming events!