Upcoming Workshop

Wednesday July 20th 2022


Navigating through a market storm.

Please Join our complimentary lunch workshop.

At this interactive, educational workshop, you will learn about:

  • How to combat a potential Recession

  • Managing your accounts for rising Interest Rates and Inflation

  • If the markets are oversold where are the best and safest opportunities

  • Tax & Estate Strategies in a slowdown

Event Details:

Wednesday July 20th 2022

 12:00 pm - 2:00 pm

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Hosted By:

Richard Infantino, Vice president & Investment Advisor at RBC Dominion Securities. 


Oasis Convention Centre

1036 Lakeshore Road East

Mississauga, ON L5E 1E4


Guest Speaker:

Craig Basinger, Chief Market Strategist at Purpose Investments


Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research.


A long-term student of the markets, Craig’s thoughts and insights can be seen in his Market Ethos publications and through his regular contributions on BNN.

Craig and his team bring a transparent and cost-efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets.


The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.

Past Workshops

Wednesday May 25th at 11:00 am EST.

Road Map to Diversify Your Investments in Troubled Times.

Join us for this complimentary workshop to discuss the volatility in the current Market and what lies ahead in the upcoming weeks. 

Here is what you will learn:​

  • Traditional diversification using bonds isn't working. 

  • Mitigating interest rate risk.

  • How to give your accounts downside protection

  • Tip-toe back into areas that  you can grow in this market.

  • Oil & Gas Stocks from Canada still undervalued.

  • Why dividends still the best place to be.


Guest Speaker: Robert Taylor, Senior VP and CIO at Canoe Financial.

Estate Planning

Guest Speaker: Alison Pang, Senior Trust Advisor

Join us as we discuss:

- Preserving Money for your Family and Charitable  Causes.

- Property Structured Wills, Trusts and Power of Attorney.

- Protecting your Assets.

- Choosing the Right option for your executor.

To register click the button to the left to email Dominique or call 1-866-891-2637

April 27th 2022 at 11:00 am EST.