Join Penny Stayropoulos from Treegrove Investment Management for a night of Wine & Wealth 🍷 at the Sandbox! The goal of our Women In Biz series is to address challenges, celebrate successes, and foster a supportive network for women in various stages of their business or professional journey. In this next Women In Biz segment, Penny will be touching on:

What type of investor am I – Where we explore the different types and circumstances an investor experiences against the life stages. Understand the different types of investor questionnaires and why they are used with the level of advisor you are working with.

How to address the gaps and who best to engage for advice.

What's my optimal investment strategy – Where we explore different investment ideas that agree with different levels of the Total Wealth Goals. We'll learn how to address the gaps and who best to engage for advice.

This event will be a great evening spent with Penny Stayropoulos, Partner and Portfolio Manager at Treegrove Investment Management Inc.

WHEN? Wednesday, January 10th, 2024, 6-8pm

WHERE? Sandbox Centre, 24 Maple Avenue on the 2nd Floor

Interested? Email us at info@sandboxcentre.com!