Businesses To Own

Had enough of Trump and global news? Want to understand the companies you own, how they are performing, and why you own them? We invite you to join us for a lunch session to review the stocks held in discretionary accounts.


Topics of discussion will include:

  • Why own stocks in a portfolio
  • What is the process to identify attractive stocks
  • What are the stories and the relevant financial information to know about the key stocks owned in our discretionary portfolios


Wednesday, September 25th, 2019


11:45 am – 1:30pm

Lunch and refreshments will be provided.


Richardson GMP - Main Boardroom Suite 4700, 525 8th Avenue SW (Map)


Rita Penno at 403.355.6034 or

Seating is limited.


I hope you will be able to join us. Please pass this invitation to anyone who may benefit from attending.




Brad A. Hunter CA, CFP ®, CIM®
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 403.355.6033