Past Events                                                                      Click here to close window
 
February 13, 2008 - Blumont Capital Dinner Presentation - Columbus Centre
November 28, 2007 - Market Commentary - Wine & Hors D'oeuvres - Bistro Bisou
June 27, 2007 - Life Settlement Breakfast Presentation - Toronto Board of Trade
April 24, 2007 - Will Planning with Mr. Charles Ashton, LLB  - Bayview Golf and Country Club
August 23, 2006 - A Taste of Italy  - Wine Tasting - Ristorante Boccaccio - Columbus Centre
December 6, 2005 - Flow Through Share Investing - Lunch Presentation - Wildfire Steakhouse & Wine Bar

Guest Speaker: Mr. Joe Dwek C.A. -  President, MineralFields

June 8, 2005 - Investment Industry Panel Discussion and Estate Planning Presentation - Columbus Centre – West JD Carrier Gallery

Guest Speakers: Mr. David Murray Senior Vice-President, Blumont Capital

                                 Mr. Steve Skotidas Senior Vice-President, Franklin Templeton

                                 Mr. Mark Witte, Senior Vice-President, Mackenzie Financial              

                                 Susan Cardy - Vice-President, Estate & Tax - Mackenzie Financial

March 24, 2005 - Veronika Hirsch Performance Fund Closing April 1- 12:15 lunch meeting - Banwell Financial Boardroom
December 1, 2004 - Flow Through Share Investing - Columbus
 Centre - Boccaccio Boardroom - 130% 2004 Tax Deduction through MineralFields LP
Guest Speaker: Mr. Joe Dwek, C.A.President MineralFields Group

October 28, 2004 - Client Appreciation Evening -

Columbus Centre – Columbus Room

Guest Speaker:    Phil Taller, Bluewater Investment Management

                                 Mackenzie Financial Corp.

October 6, 2004 - Individual Pension Plans (IPPs) – Breakfast Presentation - Wildfire Steakhouse & Wine Bar

Guest speakers:    

Michael Banwell, CFP, Banwell Financial Inc

Max Balaban (Actuary), Nelson B. Crowder & Assoc.

Ryan Leesui, Multiple Retirement Services Inc. (MRS)

 May 18, 2004 - Dinner Presentation - Exploring Alternative

 Investment Strategies - Wildfire Steakhouse & Wine Bar

 Guest speakers:  

 Veronika Hirsch Portfolio Manager Blumont Capital

 David Murray Senior V.P. Blumont Capital

January 28, 2004 - Luncheon meeting - Human Resources Professionals Association of Ontario - Delta Toronto East Hotel

November 19, 2003 - Client Evening - Westin Prince Hotel - 

Guest Speaker - Mr. Fred Sturm - Sr.V.P & Chief Investment Officer of Mackenzie Financial Corporation

June 17, 2003 - Summer, Wine & the Markets

 Sprint Building

April 24, 2003 - Hedge Fund Symposium

Why alternative investments should be an important component of a long-term portfolio.  Guest speakers: 

Dr. John Schmitz          Scivest Market Neutral fund

John Xanthoudakis     Univest 11 Fund

Veronica Hirsch            Blumont Capital

Brendan Kyne               Leeward Capital
January 29, 2003 - Lunch meeting - North York Chamber of Commerce Boardroom - Alternative Investment Strategies and the the use of Hedge Funds. Guest speaker Mr. John Graham, Vice-President of The First Horizon Group. First Horizon is one of the leading hedge fund companies in Canada.