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Lunch & Learn Workshop

Dining table with glasses, bread, and plants on it

Our educational workshops usually run between 12pm and 1pm in our West Island office. Our workshops are tailored to our clients’ requests and pertain not only to wealth management, but also anything from travel, estate planning, taxes, book reviews, wine & chocolate tasting, family focused events and more; it’s a time to relax, enjoy a good meal with like-minded individuals, and to learn.


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