Lunch & Learn

Hello LinkedIn Friends:

Over the years, I have met with thousands of investors in personal and group settings. These meetings have given me insight on the goals, concerns and perspective that many of us share.

Greg Taylor, Associate Investment Advisor and Portfolio Manager, and I have developed a unique investment strategy that encompasses what we have learned over the years. We would like to share how this strategy can help protect you in market downturns and provide the potential for income and growth. It is not a one size fits all strategy, because as much as we are all the same we are also all unique in our circumstances.

You are invited to attend a luncheon presentation at which Greg Taylor and I will show you the uniqueness of the strategy we have developed and how it can work for you.

You may be happy with the relationship you have with your current advisor and feel that you should decline my invitation because of it. Please accept my invitation regardless. I will not be offended if you never become a client and our friendship will continue undiminished.

Our next luncheon presentations will be at 12 p.m. on Thurday, July 21, 2016 and Thursday, July 28, 2016 in the CIBC Wood Gundy boardroom on the 10th Floor of One Lombard Place (Richardson Building).

We will serve a light lunch of sandwiches, veggies and refreshments. The formal presentation will last an hour and you are welcome to stay longer to chat.

The first eight respondents to me at [email protected] will be confirmed as attendees.

Don’t worry if you are not confirmed as an attendee. We will hold another luncheon next month and monthly thereafter.