Events & Seminars
We think you are a better consumer of financial services and products if you understand some of the basics about the industry and about your investment options. Information empowers you to better understand the options we have to offer and to make better decisions. One of the ways we do this is through free seminars.
We encourage clients to attend, and to bring friends and family as well.
Admission to our seminars is free, however we encourage a donation to local non profits such as Dogwood Initiative or The Habitat Acquisition Trust.
Some seminars are strictly educational in nature—offering you information about a particular issue, product, or aspect of the industry. Others are more interactive and provide you with practical tools to take away and use. Please register in advance.
You can organize a workshop for your own group.
If you know of a group (4 to 50 people) that would like to learn more about socially responsible investing and values-based financial planning, please contact us for information on our free, no-obligation Introduction to Socially Responsible Investing.
For more information, please call 250-405-3550
Here are some fabulous Vancouver Island community event calendars that you may find useful:
Greater Victoria Chamber of Commerce
The New VI Community Events Calendar
University of Victoria Events Calendar
West Shore Chamber of Commerce
Look below for current and future offerings. Plan to attend with a friend!
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- 2010 Events & Seminars
Collective VisionJanuary 28 – February 14, 2010
An invitational show by some of the best known artists in the area.- Saturday, January 23, 2010
Stephen Whipp Presents: An Introduction to Sustainable Investing: Matching Your Money to Your ValuesThis course will give you the knowledge and tools to ask the right questions to ensure you are investing in a sustainable way that matches your values.
- 2009 Events & Seminars
- December 1, 2009
Inhance Mutual Funds: Transition from VanCity to IA Clarington - Thursday, October 22, 2009
Royal Roads presents: Climate Action: Best PracticesWhat are the world’s governments doing to tackle climate change?
- March 31, 2009
Lunch and Lecture Series - Investing Today for a Better World TomorrowStephen Whipp speaks about ethical and socially responsible investing.
- 2008 Events & Seminars
- November 25, 2008
Charitable Giving - Boardroom SeminarLet Lesley Anderson of Tides Canada answer your charitable giving questions and more.
- October 30, 2008
Sierra Geothermal - Boardroom SeminarWith Gary Thompson of Sierra Geothermal
- September 21, 2008 - October 2, 2008
Festival of Peace, Victoria
BC Arts Series: Lisa HartleyEach moment in a parent or child’s life is individual, memorable in different ways. It is these individual moments that she attempts to capture through the lens of her camera.
- September 26, 2008
Controlling Your Wealth From the Grave - Boardroom SeminarCome and get some free legal tips and strategies on the use of trusts.
- September 21, 2008
Organic Okanagan Festival, KelownaStephen Whipp, CFP, will be speaking at this year’s Organic Okanagan Festival on: Organic Investing: Weeding Your Portfolio
- July 5 & 6, 2008
Organic Islands Festival & Sustainability ExpoEnter to win our 100 Mile basket of goodies. Come visit our booth and take a load off!
- May 29, 2008
Estate Planning: Wills - April 21, 2008
Earth Day Fundraiser: W. Canadian Premiere of FLOW: For Love of WaterThis award-winning documentary and 2008 Sundance favourite highlights the local intimacies of an emerging global catastrophe, in Africa, India, California and Canada.
- March 27, 2008
Whipp Tips: Tax PlanningJoin Stephen Whipp and his team for some pointers on preparing your tax return from Chartered Accountant Donna Spence (Osborn Watts).
- January 15, 2008
BC Arts series: Corinne OraziettiI paint from nature because it is what inspires me…trees, flowers, rocks, beautiful big skies..
- February 19, 2008
Climate Change & Investing: What Works?Presenting Dermot Foley, VP of Strategic Analysis at Inhance and former Senior Policy Analyst with the David Suzuki Foundation Climate Change Program.
- February 5, 2008
Sustainable Investing, Royal Roads UniversityLearn how applying environmental, social and governance criteria (ESG) to the selection of your investments can reduce your risk and make the world a better place.
- 31 January, 2008
Boardroom Seminar: An Introduction to Socially Responsible InvestingA lunch hour seminar to learn how to make money and make a difference. A great taster session if the Sustainable Investing course interests you.
- 2007 Events & Seminars
- December 6, 2007
Are you Dreaming of a GREEN(er) Christmas?Great ideas for reducing your carbon emissions with inspiration for wine, food, gifts and investments ideal for an eco-friendly Christmas.
- November 15, 2007
TrustsTrusts – presenting John Coupar, member of the Inheritance and Incapacity Planning Group at Horne Coupar, one of Victoria’s most established law firms. Come and get some free legal tips and strategies on the use of trusts.
- November 1, 2007
BC Arts Series: Artist Talk - Rachel HellnerHave you been enjoying the artwork in our office recently? Join the artist, Rachel Hellner, for a lunch time talk about her work.
- October 4, 2007
Climate Change & Investing, SmithersJust as government is becoming more aware of climate change, investors need to know about the inherent risks and opportunities presented. Join Stephen Whipp for an evening to examine this critical topic.
- September 13, 2007
BC Arts Series: Rachel HellnerJoin Stephen Whipp and his team for local art. Artist Rachel Hellner will be exhibiting her mixed media paintings depicting the inherent beauty and pattern in aerial landscape.
- September 6, 2007
Does Your Will Say What You Want It To?Free legal tips and strategies on planning your will from Mark Horne of Horne Coupar.
- July 19, 2007
Everything They Don't Want You To Know About Investing - July 12, 2007
BC Arts Series: Sandra Taylor - June 3, 2007
Garden PartyDon’t miss our garden party where clients, friends and colleagues meet for food, fun and music…
- April 19, 2007
Climate Change: The Inconvenient Truth and the Opportunity7:30 pm Fernwood Community Centre, 1240 Gladstone Ave, Victoria
