Due to Covid-19, it has been almost two-and-a-half years since our last in-person client
event. So: I am thrilled to tell you I am planning on hosting four lunch and learn events, in person at our office: 105 West Beaver Creek Road, Unit 2 Richmond Hill, ON L4B 1C6, 1 905 907 7000. Located inside the JDS Insurance Office. Please RSVP to alex@ardillgroup.com
Lunch is available at 1145am on each occasion, with our guest speaker from 12-1pm.
Save the dates!
September 28: Invico Capital
October 20: Centurion Asset Management
November 2: Sun Life – The value of Cash Value Life Insurance as an asset class
November 9: Newport Private Wealth – The value of quality portfolio management
As you can see, our first event is with Invico, with whom I am very proud to partner. Invico Diversified Income Fund is a group that we have been working with for just shy of 10 years.
Click here to watch a recent conversation I had with their president, Jason Brooks, on my show: Money Match.
Remember to RSVP to alex@ardillgroup.com. We really look forward to seeing you.
