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Interested in future events?

Thank you! We'll be in touch.

Your time is valuable; let’s make sure you are matched with events that line up with your personal interests and your unique situation.

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Your Occupation/Industry

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What type of event are you interested in? *

In-person Virtual Both

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Who currently manages your investments – do you manage your own, or do you use a financial advisor or broker? *

On my own Fee-Based Advisor Transaction-Based Broker Bank Advisor

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Most people hold a variety of investments in their portfolios. Do you hold… *

Exchange Traded Funds (ETFs) Mutual Funds Cash/Cash Equivalents Guaranteed Investment Certificate (GICs) Stocks/Bonds Index Funds Private/Alternative Investments Real Estate

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Are you an Accredited Investor *

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Not including your principal residence, when combining your investment portfolios (RRSPs, stocks, bonds, Mutual Funds, GICs, etc.), would you say you have between: *

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What topics would be interesting or useful to you? *

Complete wealth planning Tax and estate planning Insurance Business Succession Retirement Planning Intergenerational Wealth Transfer Investment Strategies Investment Opportunities

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Other topics:

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Can we contact you when events come up that are relevant to you? *

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Other

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