27 November, 2017 Events

REAL ESTATE AND MORTGAGE MATTERS

On Saturday morning, April 1st, 2017, Robert Roby of Family Tree Wealth Management, IPC Securities Corporation presented Eric and Geri Cosgrove, Royal LePage Performance Realty Ltd., and Chad and Patty Southwell, Southwell Mortgages to our workshop a...

04 October, 2017 Events

OUTCARE FOUNDATION AND ELDERCARE FOUNDATION OF OTTAWA / BLACK BINGO FUNDRAISER / AN EVENT NOT TO BE MISSED!

Tickets are now on sale for the fourth annual Black Tie Bingo! Fundraiser presented by Family Tree Wealth Management, IPC Securities Corporation....

10 April, 2017 Events

Finalist for the 2017 Wealth Professional Awards

We are pleased to inform you that after months of nominations, you are a Finalist for the 2017 Wealth Professional Awards, brought to you by Invesco and presented to you by Wealth Professional Magazine....

14 November, 2016 Events

Black Tie Bingo Fundraising Event

November 14, 2016 – Over 330 elegant bingo players gathered for the annual Black Tie Bingo! Fundraiser last Saturday. The third edition of this event was a huge success raising an impressive $63,000 for the Eldercare Foundation of Ottawa and the OutC...

03 November, 2016 Events Special Reports and Newsletters

Will it be Hillary or Donald?

Will it be Hillary or Donald? What an election campaign! Or should I say, what a run-away train! With only a few days left until the big day, who will win?...

21 October, 2016 Events Financial Planning Special Reports and Newsletters

US Elections and Markets 2016

History shows an interesting relationship between market volatility and Presidential campaigns. Take a look. - Robert Roby

02 May, 2016 Estate planning Events Special Reports and Newsletters

Two Princes and the Law of Intestacy

Famed musician Prince died recently and tragically. Apparently he also died intestate, that is, without a will. It’s my guess that a lot of lawyers in Minnesota are going to be making a lot of money for the next few years. Why? Well, the law of Minnesota...

12 January, 2016 Events

Year in review: Global Edition

Events in three countries – China, Greece and the U.S. – drove markets in 2015. If you followed the news in 2015, you know that there were volatile times for investors. A year of ups and downs has made it abundantly clear that global events affect Canadian...