
Continually learn, network and apply knowledge to the benefit of our clients.
Learn. Connect. Plan with Confidence.
Join our in-person events designed for business owners, professionals, and advisors who want to stay ahead of tax rules, exit planning, and insurance-based wealth strategies. Each session offers real-world insight, practical guidance, and actionable tools you can use right away.
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Explore our upcoming sessions below — and reserve your spot before they fill up.
Upcoming Event:
Beyond AI: Is Mining the Next Hot Investment Cycle?​
With gold and silver at record highs, capital is starting to rotate back into mining. After a long depression, the early phase of a new boom cycle may be getting underway.
PDAC is over. Now it’s time to meet in a smaller room.
Join us on March 27 for a private wine club setting with a select group of:
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Advisors
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Investors
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Key industry players
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No presentation – just brief sponsor remarks, then networking + hors d’oeuvres. The goal is simple: connect, compare notes, and make some deals.
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Event Details:​
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Date: Friday, March 27, 2026
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Time: Doors open at 5:00 PM
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Location: Bovine Wine Club, Toronto
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Format: Networking + hors d’oeuvres (brief sponsor remarks)​