Events Refer a Friend

2013 Navigating the Markets

Navigating the Markets strategy sessions are designed to give you our quarterly update, and feature investment strategies we find of interest. These are informal Friday morning sessions held in our boardroom, and no matter what, the coffee is always fresh.  Get ready for a lively, informative, and interactive discussion about the markets and the economy. All are welcome, but our first priority is to our clients and their guests. Seating is limited to 12 so call or e-mail us early to book a spot for our next session.

Guest

Topic

Date

Time

Greg Nott

CIO for Russell Investments Canada

Fixed Income Investments

April 5, 2013  

 9am - 10am

John Warrilow

Selling your Business 

April 11, 2013 

8am - 9am PST 

David Allard

"Shifting Times" 

Helping business owners recognize full value of their Business

Thursday April 18th 

7:30am - 9am at the Coast Capri Hotel.

Contact us to reserve a seat. 

     

 

Todd Thal

Navigating the Markets
Morning Coffee  

     July 5, 2013   

9am - 10am  

Gordon Bell 

Navigating the Markets
Morning Coffee

   October 4, 2013 

9am - 10am 

2013 Events We Support & Participate In

Team Members

Event

Date

How To Support

Lynette Kimmich   

Coach Golf Tournament - Cardiac Fundraiser

July 6, 2013 

 

April Walls  

Capri Golf Tournament Live Auction - Supporting Boys & Girls Club

August 14, 2013 

 

David Allard 

KGH Foundation Tennis Classic 

September 15, 2013 

 

April Walls 

Deepak Binning Dinner Cancer & UBCO Fundraiser 

October 19, 2013 

 

Jeff Stathopulos 

Sports Hall of Fame Dinner Fundraiser 

November 22, 2013 

 

 

 

Contact Us

250-868-5500
250-862-3599
Send Us a Message

Testimonials

A well focused team; staying on top of rapidly changing market conditions. This wealth management team is the most professional and trustworthy group that we have ever dealt with. We are well satisfied.
REW

 

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