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Clients & Friends Dinner @ One Restaurant, Yorkville
Event date and time from May 29, 2025 06:00 PM Eastern Daylight Time to May 29, 2025 08:00 PM Eastern Daylight TimeMay 29, 2025 06:00 PM Eastern Daylight Time - May 29, 2025 08:00 PM Eastern Daylight Time
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On behalf of Somer D’Aversa Wealth Management, BMO Private Wealth, we would like to cordially invite you to an Exclusive & Intimate Dinner @ One Restaurant in Yorkville on May 29 @ 6 PM. Enjoy a 5-star dinner and hear how our Wealth Management Family Office platform has been offering unparalleled service for high-net-worth families for over 25 years. We will also provide a Market Outlook and discuss the impact of the recent Canadian Election.
Our holistic wealth management approach includes financial planning, tax, estate and legacy planning, and personalized portfolio management with a view to enhance portfolio returns with low fees. We offer a complete range of optimized portfolio solutions, a premier wealth management and financial planning focus, and a very competitively priced fee-based discretionary managed platform to help our clients reach their financial goals.
Space is limited – please RSVP to confirm your attendance. We look forward to seeing you there!
Thanks again,
Jeff & Lou