Events & Education

PresentationWe share our knowledge and resources with you when we meet. We also host workshops, webinars and information events – and, Lunch & Learn sessions for employee groups.


Our vision includes helping Canadians increase their financial knowledge so they are better equipped to make sound decisions. We work collaboratively with you to: maximize your resources, protect your family, realize your dreams and build your wealth.

Our workshops and information sessions are held throughout the year at various locations or on-line. They are diverse. Some appeal to families with limited investment or insurance knowledge and modest resources. Others are designed for individuals in their 20s and 30s who may have particular lifestyle and investment interests. We also offer distinct programming for those nearing retirement, women who may be newly independent, and families new to Canada.

We post upcoming events here. You may also request to receive email notification of upcoming workshops: Contact Us