Speaking Engagements & Media

  • Private Wealth Forum Canada 2018 – Achieving Structural Alpha Boosting Returns without Adding Risk
  • CALU 2018 – Shareholder Borrowing Strategies: Structuring Tips, Landmines & Pitfalls
  • CALU 2017 –  Opportunities in the New Post 2016 World: The Impact of Exempt Test Changes on Popular Concepts
  • Independent Financial Brokers of Canada
  • Pro-Seminars
  • ADVOCIS
  • CAILBA
  • Advisor.ca
  • Business Advantage Show

Radio call-in shows

  • AM530 Toronto
  • CFRA580 Ottawa
  • AM740 Toronto
Our standards are high. We continue to build on our solid reputation through proven expertise in our field.