About us
Financial Planning & Investing 101 + Free Lunch!
Ready to feel more confident about your money? Join us for Financial Planning & Investing 101, an approachable session focused on financial literacy and smart money moves—with free lunch included!
Whether you’re getting started with investing, thinking about buying your first home, or looking to better understand your financial future, come connect with professionals in wealth management and real estate.
Event details
📅 Saturday, October 24, 2026
🕙 10:00 AM–12:00 PM EDT
📍 CF Shops at Don Mills — 8 Sampson Mews, Toronto
🥪 Free lunch provided
Meet the speakers
Rodney Anton — Portfolio Manager & Senior Wealth Advisor, Evergreen Wealth Management / iA Private Wealth.
Timothy Swift — REALTOR® & Team Lead, Swift Sells in Your Neighbourhood, Royal LePage Signature Realty.
Bonus perks
Along with free lunch, attendees can enjoy:
A free homebuyer guide e-book.
A free You Don’t Need Real Estate to Buy a Property homebuyer e-book.
A free Start Smart consultation with Rodney Anton.
Come for the knowledge, enjoy lunch, and take a step toward feeling more informed about your money and homeownership goals.
RSVP to join us—we look forward to seeing you there!
Upcoming events
1
Don Mills Financial Planning Workshop Meetup
CF Shops at Don Mills, 1090 Don Mills Rd., North York, ON M3C 3R6, Canada, Toronto, ON, CAMake smarter money moves—and enjoy free lunch while you learn!
Join Financial Planning & Investing 101 for an approachable introduction to financial literacy, investing, and planning for your future. Whether you’re new to investing, considering your first home, or looking to feel more confident about your finances, this event is a great place to start.
📅 Saturday, October 24, 2026
🕙 10:00 AM–12:00 PM EDT
📍 Suite 200, 8 Sampson Mews, CF Shops at Don Mills, Toronto
FREE PARKINGMeet your speakers
• Rodney Anton — Portfolio Manager & Senior Wealth Advisor, Evergreen Wealth Management / iA Private Wealth.
• Timothy Swift — REALTOR® & Team Lead, Swift Sells in Your Neighbourhood, Royal LePage Signature Realty.
Connect with professionals in wealth management and real estate, meet others with similar goals, and explore how financial planning relates to your homeownership journey.
Enjoy these bonus perks
• Free lunch provided for attendees.
• A free homebuyer guide e-book.
• A free “You Don’t Need Real Estate Agent to Buy a Property” homebuyer e-book.
• A free Start Smart consultation with Rodney Anton.Ready to join us? RSVP on Meetup and complete the event registration form:
https://forms.gle/5qfnDAUDvMkgURt39
We look forward to meeting you!1 attendee
Group links
Organizers
Members
1