2 Upcoming Events

Prospective Clients: Digital Webinar

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

Tuesday, September 30th, 2025 at 7:00 pm EDT

Location

Microsoft Teams

PLEASE SELECT "September 30th - Webinar" on the form to register.

Prospective Clients: Dinner Presentation

Are YOU In The Retirement Red Zone?
Is YOUR Retirement At Risk?

Dinner Presentation EXCLUSIVELY for Medical Professionals & their spouses/significant others

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
- Where Gold and Real Estate fit into your financial strategy
- Hear from one of the Top Portfolio Managers in North America

Date

Tuesday, October 21st, 2025 at 7:00 pm EDT

Location

Opus Restaurant - 37 Prince Arthur Ave, Toronto, ON M5R 1B2

PLEASE SELECT "October 21st - Opus" on the form to register.

 Register for one of our upcoming events!