Please note all events are currently postponed due to the COVID-19, more updates to follow soon.

 

We are pleased to host the following events:

 


 “The global economy and the effect on stock markets and interest rates”

Meet Christine Décarie, award-winning portfolio manager and get a review of the main forces that will shape the economy in North America, Europe and around the globe. (in English) – March 24th @ 5h30 pm

Details: Join us for an evening of wine-tasting and investment advice at one of the best restaurants in Montreal, 40-WESTT

Guest presenters:

Christine Décarie, Award winning Portfolio Manager,

Bill Zacharkiw, Sommelier, “a wine-tasting experience”    https://montrealgazette.com/author/zacharkiw

Seating is limited RSVP only please. Click HERE to register.


An evening at Café Ricardo – April 14th @ 6 pm

Details: Join us for dinner and some surprises at the exclusive Ricardo’s theme restaurant.

Seating is limited RSVP please. Click HERE to register.

Check the link: https://www.cafericardo.com/


An evening at “Appetite for books” – April 17th @ 7 pm

Details: Join us for a cooking-lesson experience at the exquisite “Appetite for books” theme restaurant.

Seating is limited (10 guests max) RSVP please. Click HERE to register.

Check the link: http://www.appetitebooks.ca/AppetiteBooks/HOME.html


Women, Wealth & Wisdom: The road to financial independence. March 16th, 2020

Details: A workshop focused on financial planning from a Woman’s perspective. Tax strategies, investment planning, estate planning and other topics will be covered with emphasis on the realities women face today.

Seating is limited RSVP please. Click HERE to register.


Our past events:

  • Workshop on Financial & Tax Planning – February 4th, 2020 
  • Retirement planning workshop  held on Nov. 16th, 2019
  • Estate Planning Workshop held on September 25th, 2019
  • Retirement Planning Seminars  held on June 9th & 11th & July 9th & 11th, 2019,
  • Conference on "Investing during Volatile Markets" with Christine Decarie, Portfolio Manager,  held on Jan. 24th, 2019.
  • Lunch & Learn,
    • Market volatility, Feb. 7th, 2019
    • Retirement planning, April 11th, 2019
  • Women's Wealth & Wisdom Workshops, January 29th, February 21st, March 21st, April 4th, May 15th
  • Golf clinic, June 12th, 2019
  • Conference at the West Island Women's center on "Financial life after divorce", Jan. 29th, 2019