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Past Events
December 6, 2025
Hilton Toronto/Markham Suites Conference Centre & Spa
Year-end Private Client Event 2025
In collaboration with BMO Global Asset Management, another private client event was successfully held at the Hilton Toronto/Markham. Our portfolio manager, Terry Tang, highlighted the importance of geographic diversification in today’s multipolar world—a timely reminder that spreading investments across regions not only helps reduce geopolitical risk but also positions us to capture opportunities wherever they arise.
December 7, 2024
Hilton Toronto/Markham Suites Conference Centre & Spa
Year-end Private Client Event 2024
The private client event at the Hilton Toronto/Markham was a great success. As we close out 2024, it has been a fruitful year for investors, who have seen positive returns. During the event, we talked about how our investment strategies are adapting in light of what lies ahead in 2025, especially considering the rising global challenges we may face.
December 2, 2023
Essence of Unionville at the Hilton Toronto/Markham Suites Conference Centre & Spa
Year-end Private Client Event 2023
We had a great time meeting with our private clients for the first time since the pandemic is over, and it was wonderful to see everyone healthy and doing well. As we looked ahead, we talked about how investors can make the most of the current situation with rising interest rates and what that means for our investment portfolio.
December 21, 2020
Pegasi x CCGi Webinar
Taxation in Canada (Part 2)
In this webinar hosted in collaboration with CCGi, Terry Tang, our investment advisor, shared valuable insights about the tax environment in Canada. He explained how Canadians use different tax strategies to maximize their savings. The discussion also covered important topics like what determining tax residency, how individuals can transfer their assets to Canada, and the potential tax implications of doing so. This webinar was designed especially for newcomers who are planning to settle in Canada.
December 21, 2020
Pegasi x CCGi Webinar
Taxation in Canada (Part 1)
In this webinar hosted in collaboration with CCGi, Terry Tang, our investment advisor, shared valuable insights about the tax environment in Canada. He explained how Canadians use different tax strategies to maximize their savings. The discussion also covered important topics like what determining tax residency, how individuals can transfer their assets to Canada, and the potential tax implications of doing so. This webinar was designed especially for newcomers who are planning to settle in Canada.
July 15, 2019
Essence of Unionville at the Hilton Toronto/Markham Suites Conference & Spa
Mid-year Private Client Event 2019
Our first private client event was held at the Essence of Unionville, Hilton Toronto/Markham. Our investment advisor, Terry Tang, discussed the exciting opportunities in AI technology and the robotics space, highlighting the potential growth of investing in these fields.
August 12, 2018
Markham Office, 445 Apple Creek Blvd
Ribbon-cutting Ceremony
We sincerely thank all our guests for joining us at our ribbon-cutting ceremony. Your presence made the occasion truly special. Our firm is committed to delivering top‑notch investment services to our private clients, fostering long‑term relationships, and working together to grow and preserve wealth for generations to come.