About
Location :
Added by Jopie, at 20 November 2017
Opening Hours
- Monday 09:00 - 17:00
- Tuesday 09:00 - 17:00
- Wednesday 09:00 - 17:00
- Thursday 09:00 - 17:00
- Friday 09:00 - 17:00
- Saturday -
- Sunday -
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15 Reviews
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22 October 2018
It's election day in Toronto. Don't forget to vote!
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23 August 2018
I just read that Aretha Franklin died without a Will, and that she has a special needs adult child. Had she died in Ontario, this could have caused significant financial problems for that adult child.
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20 July 2018
Very busy day! A presentation to CAGP this afternoon and one to a financial planning group this evening. Busy, but fun and rewarding.
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13 July 2018
I will be the guest speaker at an estates planning event hosted by Kathryn Finn of RBC DS this evening from 6-8pm. This is a women-only event. If you or women you know want to attend, please RSVP to Patricia (see below). The event is free but space is limited. All women are welcome!
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24 May 2018
On June 8th, I will be rappelling down City Hall in support of the Make A Wish Foundation. The link to my fundraising page is below. Any and all donations would be very much appreciated, by me and by the children the Make A Wish Foundation helps. Donations are tax deductible.
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16 April 2018
Looking forward to this event tonight!
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12 April 2018
Thank you to RBC for hosting such a great event and inviting me to speak tonight. I loved all the questions from the audience and the staff! Such an engaged group!
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11 April 2018
Happy National Pet Day!
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08 April 2018
Looking forward to attending this event next Monday, Martha Henderson!
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01 April 2018
Happy Easter/Passover!
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22 March 2018
Thank you to everyone who came out to our presentation Transitioning Wealth in Modern Families this morning. Debbie Mendelson of WDB & Associates, Michelle Tatham of Trapeze Asset Management and I had a great time putting it together. We appreciate all of the great questions and engaged commentary. Looking forward to continuing the conversation!
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16 February 2018
Thank you to CILT for inviting me to be the guest speaker for their Lunch 'n Learn yesterday. We had a great turnout, and a very interesting and engaging conversation!
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06 February 2018
January flew by! February is booking up. Looking forward to a great 2018! Remember, it's RRSP season; contribute what you can. The tax breaks are worth it!
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15 December 2017
Final push to have clients' documents completed and executed before the holidays! I'm almost ready for a long winter's nap 😀😴😀
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27 November 2017
Thank you to Freedom 55 Financial North GTA for organizing a great seminar this morning! I was honoured to present alongside McLaughlin Chin Professional Corporation and Freedom 55 North GTA. Lots of great discussion on real estate investing and estate planning!
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