Events
Wills & Estates
Jun 24, 2025 03:00 PM Pacific Daylight Time - Jun 24, 2025 04:30 PM Pacific Daylight Time
Estate planning is essential for ensuring your wishes are honored and your loved ones are protected. Please join us for our upcoming seminar “Wills & Estates” on Tuesday, June 24th from 3-4:30pm in our boardroom.
We are excited to be joined by guest speaker Jessica Izard, local lawyer from Cook Roberts LLP. Jessica will discuss the importance of having a Will and Trust, strategies to minimize taxes and probate fees, planning for healthcare decisions and guardianship, and leaving a legacy that reflects your values – and so much more.
This is always a popular topic so please RSVP below to reserve your spot as seats are limited. As always refreshments and appetizers will be served!
Looking forward to seeing you all soon.
RSVP RSVP to Wills & EstatesLocal Real Estate - Market Update
Apr 30, 2025 03:00 PM Pacific Daylight Time - Apr 30, 2025 04:30 PM Pacific Daylight Time
Please join us Wednesday, April 30th from 3-4:30pm in our boardroom as will be joined by Geoff McLean, one of Victoria’s top RE/MAX REALTORS® who will provide his insights on the current outlook of the local real estate market.
With over 30 years of experience, Geoff has received numerous awards and accolades including Top 30 RE/MAX Teams in Western BC and the Victoria Real Estate Board MLS Gold Award. As always we will provide refreshments and appetizers, and we encourage anyone who is interested in attending to RSVP as soon as possible, as space is limited.
RSVP RSVP to Local Real Estate - Market Update2025 Tax Strategies: Tips for the year ahead webinar
Feb 27, 2025 01:00 PM Pacific Standard Time - Feb 27, 2025 02:00 PM Pacific Standard Time
Please join us on Thursday February 27th at 1pm PST for an exclusive conversation with Canada’s preeminent tax expert, Jamie Golombek, as he explores key tax strategies for 2025. From understanding the implications of new registered plan limits, the changes to the capital gains tax, along with the charitable donation deadline extension, this discussion will offer invaluable insights to effectively manage and hopefully reduce your tax obligations for the year ahead. To register for this webinar please click the RSVP tab below
RSVP RSVP to 2025 Tax Strategies: Tips for the year ahead webinarState of the Union Webinar
Jan 28, 2025 12:00 PM Pacific Standard Time - Jan 28, 2025 01:00 PM Pacific Standard Time
Please join us online for a virtual presentation on the North American economy Tuesday January 28th at Noon PST.
If you’re familiar with Mike’s “What’s Happening this Week” emails, it’s time to decipher what that meant for 2024 and what to expect for 2025. Mike will go in-depth into the current state of the union and describe how we got there. After that, we will be joined by special guest, Wincy Wong of CIBC Private Wealth, as she will take over to discuss her thoughts on what we can expect in the market for 2025. Wincy is the chair of the Investment Strategy Committee’s (ISC) stock selection subcommittee. She is also a member of the CIBC Asset Allocation Committee.
Since this is a virtual event, there is no cap on attendees!
Please feel free to forward this event to anyone that may be interested.
RSVP RSVP to State of the Union Webinar
Safeguarding your future: Cybersecurity and Fraud Prevention
Nov 14, 2024 03:00 PM Pacific Standard Time - Nov 14, 2024 04:30 PM Pacific Standard Time
Please join us Thursday, November 14th, from 3pm - 4:30p.m. as we invite the co-owner of Keating Computers, Suninder Lalli, to our boardroom to discuss all the latest scams and phishing attacks so that we can learn how to protect ourselves from online threats. Don't miss this opportunity to empower yourself with the knowledge and tools to stay safe in the digital age.
Topics discussed will include the following (with plenty of time for Q & A):
- Identifying and avoiding common scams
- Protecting your personal information
- Securing your devices and online accounts
- Understanding phishing attacks and how to spot them
- Safe online shopping and banking practices
- Tips for staying safe on social media
As seating is limited, please RSVP as soon as possible by replying to this email or calling 250-298-4845.
As always, the team will be serving up wine and cheese. Look forward to seeing you there!
RSVP RSVP to Safeguarding your future: Cybersecurity and Fraud PreventionWine Tasting
Oct 16, 2024 01:00 PM Pacific Daylight Time - Oct 16, 2024 04:00 PM Pacific Daylight Time
Please join us Wednesday, October 16th from 1-4pm as we head to award winning Enrico Winery in the Cowichan Valley for an afternoon of wine tasting and nibbles!
Nestled on a 50-acre Estate, Enrico Winery is a proud recipient of Vancouver Island’s first and only Lieutenant Governor’s Award of Excellence and grows 8 different varietals that are unique to Vancouver Island. This event is sure to be popular and will be on a first come basis as capacity is limited. If you are interested in attending we encourage you to RSVP by clicking below or by calling 250-298-4844 as soon as possible.
Looking forward to seeing you there!
RSVP RSVP to Wine TastingVirtual Estate Planning Masterclass: Jamie Golombek's Comprehensive Approach
Sep 20, 2024 10:00 AM Pacific Daylight Time - Sep 20, 2024 11:00 AM Pacific Daylight Time
This exclusive CIBC Wood Gundy / Private Wealth event will be moderated by Aaron McEwen, Senior Estate Planning Specialist and will feature Jamie Golombek, Managing Director, Tax and Estate Planning for CIBC as the keynote speaker on Friday September 20th at 10am PST.. The discussion will include an overview of planning opportunities often overlooked, as well as tax efficient strategies using Permanent Insurance.
To register for the online presentation, please click the RSVP link below
RSVP RSVP to Virtual Estate Planning Masterclass: Jamie Golombek's Comprehensive Approach