See this page for six three hour classes taught by David McGruer and offered through a local school board.

Client education seminars, organized by our office.

1. Exciting opportunities in venture capital companies.  A presentation hosted by Vengrowth Fund representative JF Droz to highlight some of their exciting growth companies.


2. After Work: How to be prepared for some of the lifestyle change which comes with retirement.  Presented by AGF Funds .


3. Half Tax Wills. How to structure your will to save your family tens of thousand of dollars of income taxes over the rest of their lives.  Presented by local lawyer and half tax will specialist Patrick Murphy.


4. Making money work.  How the Trimark Fund managers have made so much money for so many people since 1981.  Presented by Invesco Trimark.


5. What if I live to be 100.  A brief look at the big hidden risk of retirement investing. Presented by your friendly neighborhood financial planner.


6. 5 keys to success using investment leverage.  How to use investment debt conservatively to decrease your taxes and build wealth.  Presented by your friendly neighborhood financial planner.


7. 10 things the taxman doesn't want you to know about investing. Easily available but under-used investment strategies which lower your tax bill.  Presented by your friendly neighborhood financial planner.


8. Defining conservative equity investing.  Over the years the Ivy and Cundill management teams have set the standard for reliable equity investment performance.  Learn how they work their magic from Peter Chisolm of Mackenzie Financial.