Throughout the year we host a variety of events. We look forward to entertaining our clients and being introduced to our guests. To join our invitations list, click here.
ESTATE PLANNING FOR YOUR VACATION PROPERTY.
A vacation property is not only a financial asset, but also an emotional one with complex financial considerations that should go into handing down a vacation property to a loved one.
Thursday, May 11, 2023
2pm ET
Register to claim your spot in this live webinar today: click here to secure your spot.
Our Past Events
IG Comedy Tour Sept 25th, 2019
The Morris team hosted a pre-show reception with clients at Miijidaa in Guelph with cocktails and appetizers. During the reception we were able to raise $600.00 for the North End Harvest Market “Adopt-A-Week” Program.
The party then moved to the River Run Centre where everyone enjoyed a fabulous evening featuring Leonard Chan, Mark Bennett and Tim Nutt which kept us well entertained.
This annual event is a highlight for our clients.
Master Your Retirement Seminar February 1st, 2020
This seminar was hosted at Cutten Fields in Guelph. Karen Morris CFP. RRC explained the importance of building a Financial Living Plan and stress testing it against sequence of returns.
The Morris team has hosted this seminar many times, and each time the audience walks away feeling well informed.
Health Wealth Beauty November 7th, 2019
This was a unique event exclusively for women that supported local businesses and raised money for the Adopt-a-Family program at the Children’s Foundation of Guelph and Wellington. We hosted this event at the Cutten Fields in Guelph. The evening included a fashion show, demonstrations, shopping, Zumba and much more. Our guests enjoyed appetizers, select beverages and raffle tickets to win some amazing prizes.
We loved being able to showcase some wonderful local businesses including;
Natalie Maaden Spa, One Tooth Guelph, Art of Denim, Body of Health, Comfort & Co.and Eramosa Physiotherapy.
The evening was captured in photographs by the talented Oliver’s Headshot and Portrait Photography.
Women of Distinction May 2nd, 2019
We hosted a pre-show reception on the upper floor of the River Run Centre in Guelph. Our clients and guests enjoyed a delicious spread from Tomme Cheese Shop, as well as some chocolate tasting paired with champagne from Pur Chocolat.
The main speaker of the show Lisa Lisson was kind enough to sign some of her books for our clients and guests.
The night was filled with the celebration of inspiring women. We left the event feeling very uplifted.
Blue Jays box
We enjoyed a day filled with baseball, cocktails and ball game snacks with our clients and guests within our own private box at the Rogers Centre.
The box happened to be next to Roberto Alomar’s, so he was kind enough to come over and say hello as well as sign some jerseys and hats. It was a wonderful bonus to the day.
To top it off the Blue Jays won their game!
Songwriters April 16th, 2019
Clients and guests enjoyed an evening filled with appetizers, cocktails and entertainment from 4 successful songwriters/musicians. The event was hosted at Cutten Fields in Guelph.
Jimmy Rankin, Danny Michel and Lydia Persaud shared personal stories through song as we listened and learned.