News and Events

Periodically we hold special events for our clients to learn about new investment and insurance products or to meet influential people in the industry. Return to this page to see what's coming up.

                                                                                                                                                                                                      

Investing with Guarantees

On Tuesday June 14th we will be hosting an event where we will be discussing the benefits of Segregated Funds. This event is designed for investors approaching or in retirement with $100,000 or more of investable assets. It will focus on how you can invest with guarantees in today’s marketplace which we feel is an important consideration in volatile times.

We will have two sessions available on June 14th at 10:30am and 7:00pm, and we will be hosting this event again in September.

If you or someone you know would be interested in learning more about segregated funds, we would love to see you at our event and answer any questions you might have.