An Exclusive Winter Gathering in Toronto’s Historic Distillery District November 20th & 21st, 2025

This November, we’re inviting a select group of valued clients to join us for an intimate winter evening in one of Toronto’s most charming neighborhoods. The Arta Gallery in the Distillery District will serve as our backdrop for two special evenings, perfectly timed to coincide with the area’s enchanting Winter Festival.

This isn’t just another client event—it’s an opportunity to reconnect with Matthew and myself in a relaxed setting where genuine conversation flows as freely as the wine. We’ve designed these evenings to feel more like gathering with old friends than attending a formal presentation.

A Chance to Share Stories and Insights

Over the past few years, we’ve had the privilege of working with remarkable individuals, each with their own unique investment journey. These evenings offer the perfect opportunity to catch up on the stories we’ve missed and share the investment architecture we’ve been carefully developing—strategies specifically designed to help clients make better retirement decisions and achieve stronger investment returns.

What sets us apart as an independent team is our dedication to understanding each client’s individual needs. During these intimate gatherings, you’ll gain deeper insights into our approach while enjoying the company of like-minded individuals who share similar goals.

An Evening of Learning and Connection

Each evening features carefully selected guest speakers who bring expert insights into both credit and equity markets. These aren’t formal presentations but rather engaging conversations that offer real-world perspectives on today’s investment landscape. The Arta Gallery provides an elegant setting where gourmet food and premium beverages complement the evening’s conversations from six until nine.

We’ve intentionally kept the guest list small to ensure every conversation feels personal and meaningful. If you’re interested in joining us for this special winter gathering, please reach out directly, and we’ll provide you with complete details and a formal invitation.

We’re looking forward to celebrating the holiday season with you while creating memorable experiences that strengthen both professional relationships and personal connections.