Events & Client Communications
Connecting with our clients, communities, and each other brings our coast-to-coast camaraderie to life. Whether in-person or virtual, we ensure that our events and client communications are impactful and time well spent.
Upcoming event
With a strong belief in human connection, we're constantly planning our next event. You can subscribe to receive special event invitations, or share ideas on event you'd like to see us host, using the form below.
Past events
After the Oath: Bright Spots and Blind Spots in 2025 - February 2025
Are you looking for clarity on how Trump's presidency could impact the markets and your financial strategies? Our in-house investment team will share their playbook on how to navigate this moment.
In-person investment panel - June 2024
Has the world fundamentally changed? More importantly, what can we do about it? Our Chief Investment Officer, Scott Blair and his investment team hosted client events across Canada, to share insights that help clients find a foothold in an imbalanced world. They discuss where we see investment opportunities and focus on how to bring our clients' wealth portfolio into equilibrium.
Are we there yet? Find your way to the finish line through the market's ups and downs - January 2024
Will interest rates, inflation and recession forecasts ever stop feeling like a game of Snakes & Ladders? Our in-house investment team shares insights and helps clients find their way to the ‘finish line’ through the market’s ups and downs.
Forward focused, what matters most in an uncertain world - January 2023
2022 was a stark reminder that there is much in life we cannot control, like political uncertainties, Central Bank decisions and commodity prices. Our investment team will discuss our focus for 2023, how we're positioned for what we can and can't control
Adapting Through Adversity - May 2022
As a new economic landscape emerges, our view of how to thrive in it evolves. Our panel of investment experts speak on bonds, international markets, inflation, and global impacts of the Russia-Ukraine war.
Conquering the Wall of Worry - November 2021
In our first digital event, Scott Blair, Chief Investment Officer, discusses current market challenges with an eye on future outcomes. Our investment team is optimistic that the market will climb this wall and Scott shares the rationale behind this.
Holiday letters and cards
Presence is the best present
In this heartfelt piece, Gary Leung shares his personal journey of celebrating Christmas through the years. From his childhood memories of simple, heartfelt traditions to his current experiences with his own family, Gary reflects on the true meaning of the holiday season.
Happy Holidays!
Wishing you a season of abundance, love, and joy
As the year draws to close, and one starts anew,
We're grateful to share the next chapter with you.
May the joy that you see, both minutes and grand,
Bring you peace each day through a life that's well planned.
As the year draws to close, and one starts anew,
We're grateful to share the next chapter with you.
May the joy that you see, both minutes and grand,
Bring you peace each day through a life that's well planned.
My family’s first Christmas in Canada
This holiday season, some of us will be safely surrounded by loved ones, enjoying all the finer things we’ve come to cherish. Sadly, some of us will not be afforded this privilege. Chau Pham shares the remarkable story of his family’s journey from war-torn Vietnam to Canada, reminding us that humanity and compassion can surprise us, even in our darkest hours.
Happy Holidays!
Some families are bound by kin
And some are folks embraced within
Whatever the bonds that ring true
Our family’s here for all of you
Warmest wishes for the holiday season
and throughout the coming year!
And some are folks embraced within
Whatever the bonds that ring true
Our family’s here for all of you
Warmest wishes for the holiday season
and throughout the coming year!