
Your Financial Partner

Events
We believe that being a responsible and active member of the community is the foundation of a successful and fulfilling business. Therefore, we are committed to give back and make a positive impact on the lives of those around us, through volunteer work, charitable donations, and community partnerships.

Seminar for Individuals with a Disability
Conducted an educational seminar with the help of an interpreter to better serve the financial needs of the deaf community.
Sponsorship
Presented the award for the 2021 winner of the Artist's Mark event, which highlights local artists in Burlington.
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Retirement Planning Seminar
Introduced strategies to help individuals prepare financially and emotionally for a secure retirement.
Guest Speaker
Selected as one of the panelist at the annual ETC Investment Group conference in Toronto.


Tax Planning for Business Owners
Conducted an educational seminar in Montreal to introduce the latest tax strategies for incorporated individuals
Wealth Planning Seminar
Conducted an educational seminar in King City to educate investors on building and preserving their wealth in the most tax efficient manner possible.


Lecture at the University of Toronto
Invited by the members of the ETC Investment Group to give a lecture at the University of Toronto
Art Event
Supported one of my client's hobbies at the art convention.

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