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Upcoming Workshop

Virtual Estate Planning Webinar: July 26th 2023

Past Workshops

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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.

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March 1st - RRSP, RIF and TFSA Workshop

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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!

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