Latest news

October 2017

October 1, 2017

October 5, 2017: Natalie is attending Fidelity’s Female Focused Due Diligence Day to learn about tax and retirement and other wealth management topics.

October 9, 2017: Thanksgiving Day – Our office is closed.

October 10 to 17, 2017: Natalie is in Florida.

October 18, 2017: ScotiaMcLeod Cirque Du Soleil VIP event to see Volta.

October 25, 2017: Natalie is in Toronto for meetings.

October 25, 2017: Natalie will be attending the Oakville Community Foundation’s Vital Community Event at the Oakville Centre for the Performing Arts.

October 31, 2017: Natalie is attending a conference on personal financial management at McMaster University.