Minutes 2015 Annual Meeting

  Annual Meeting April 16, 2015 Credit Valley Golf Club 8:30 AM   Approval of the agenda – Motion to accept Brent van Ryzewyk – motion to accept Bryan O’Grady Approval of last year’s minutes – Motion to accept by Jim Kennedy – motion to accept Brent vanryzewyk...

April 5, 2016 Institute Meeting

On April 5th, 2016 advisors gathered for Advocis Peel Halton’s Advanced Learning Series breakfast meeting at Credit Valley Golf Club. The meeting, which is designed to deliver content of an advanced nature, was focused on the topic of Philanthropic Giving and the tax...