Virtual Estate Planning Webinar: July 26th 2023
April 12th - Intergenerational Wealth Transfer & Estate Planning
We had another great turnout with over 115 guests at our Monthly Lunch & Learn on Wednesday April 12th.
Thanks to Ahmed Farooq from Franklin Templeton and Peter Kardassopoulos for coming out to our session.
March 1st - RRSP, RIF and TFSA Workshop
We had a tremendous turnout with over 100 guests at our Monthly Lunch & Learn on Wednesday March 1st.
Thanks to Peter Prattas, CPA, CA, CFA and Gajan Kulasingam, CFA, CPA, CA, from Waypoint Partners for helping out with the program!