We are having a special info session and you are invited!

We don’t have events very often.  You will not want to miss this one on January 28th at 7pm the Terminal City Club.  By popular demand, our first speaker will be on Socially Responsible Investing or commonly called Ethical & Green investing. 

Dermot Foley is the Vice-President of Strategic Analysis of Inhance Investment Management Inc. With his depth of knowledge in labour relations, energy stocks and climate change impact and solutions, Dermot takes a lead role in the ESG analysis of our investment process. Dermot brings over 15 years of experience in social and environmental advocacy, research and policy analysis.  His role is to assess business practices, management systems and treatment of non-financial risk.  Dermot is also responsible for determining the strategy for shareholder engagement with companies held in Inhance portfolios. Prior to joining Inhance, Dermot was the Senior Policy Analyst with the David Suzuki Foundation Climate Change Program for 6 years. Widely esteemed within the environmental community as a strategist, analyst, and spokesperson, Dermot has participated in developing and implementing provincial environmental and energy policy.

It will be followed by a talk on the new Guaranteed Investment & income funds. Do market volatility make you nervous?  Are you concerned about losing some of your capital invested? Do you want an investment that can offer predictable, sustainable and potentially increasing income for life?  Vincent Nijjar, VP CI Investments will talk about this new product whichprotects your capital and pay a 5% annual income guarantee with upside potential if and when the markets do recover.

Last but not least will be Isabelle St-Jean, author of Living Forward, Giving Back, a Guide to Fulfillment in Midlife and Beyond. Her presentation is called; What is next? Success factors for a purposeful reengagement in midlife and beyond.  This informative, uplifting, energizing & inspiring talk will explore some of the non-financial success factors of retirement such as the renewal of one’s purpose and personal identity and how we can be fulfilled by making a difference in our community.

Mark your calendar today and RSVP with Victoria at