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The Willson Investment Group

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Events

Address 1 Hume Street Suite 103 Collingwood ON, L9Y 0X3
Telephone Number (647) 588-4344
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Financial Events & Education

I host in-person events throughout the year to help clients and guests gain clarity on key financial topics — from retirement planning to wealth transfer and market insights.

These sessions are designed to be approachable, practical, and focused on what matters most to you.

If you would like to be added to the invite list for future events let us know.

 

Events

Your Retirement Road Map

Oct 29, 2025 05:30 PM Eastern Daylight Time - Oct 29, 2025 06:30 PM Eastern Daylight Time

Fraser Willson will be joined by Andrew Duncan CFP®, RRC, PFP®, CIM® (director, financial planning at CIBC) and Jason Muir, CPA, CA (Senior Manager at MNP LLP) to discuss how to plan fore and live through retirement with confidence and peace of mind.

RSVP RSVP to Your Retirement Road Map

Your Retirement Road Map

Oct 29, 2025 05:30 PM Eastern Daylight Time - Oct 29, 2025 06:30 PM Eastern Daylight Time

Fraser Willson will be joined by Andrew Duncan CFP®, RRC, PFP®, CIM® (director, financial planning at CIBC) and Jason Muir, CPA, CA (Senior Manager at MNP LLP) to discuss how to plan fore and live through retirement with confidence and peace of mind.

RSVP RSVP to Your Retirement Road Map

Health & Wealth: Building Strong Foundations for your Family

Jun 05, 2025 01:30 PM Eastern Daylight Time - Jun 05, 2025 03:00 PM Eastern Daylight Time

Learn to nurture your family’s physical health while securing their financial wellbeing and avoid common mistakes.

 

Financial Planning: RESP Strategies, Creating Generational Wealth with Insurance and Trust Funds, Estate Planning and Tax Tips.

 

Holistic Health: Nutrition Essentials, Stress Management and Family Wellness Strategies

 

Dinner provided

RSVP RSVP to Health & Wealth: Building Strong Foundations for your Family

Customized Investing in Uncertain Times

Apr 03, 2025 09:00 AM Eastern Daylight Time - Apr 03, 2025 10:30 AM Eastern Daylight Time

Customized Investing in Uncertain Times

 

- Current market trends and economic outlook for 2025 and beyond

- Balancing growth potential with downside protection in today's markets

- Understanding when to leverage the power of alternative investments

 

Join us for an informative session on today's financial markets. We'll explore current economic trends, discuss innovative wealth management strategies, and explain how to balance growth opportunities with risk protection. This presentation is designed to help you better understand alternative investments and how to use them to navigate the complexities of today's financial landscape.

 

Location: Collingwood Library

Time: 9am - 10:30am

 

The event is hosted by:

  • Fraser Willson, CFP, CIM | CIBC Wood Gundy | Senior Wealth Advisor
  • Robyn Morgan | Director | Commercial Banking | North & East | CIBC
  • Collingwood Chamber of Commerce

Our Features Speakers:

 

 

Ashley Copeland | Director, Wealth Solutions Group | CIBC Capital Markets

 

Ashley Copeland is a member of the Wealth Solutions Group at CIBC Capital Markets Inc. As part of the Wealth Solutions Group, Ashley is involved in the origination and distribution of structured products to municipal, retail and high net worth investors. Ashley holds an Honors of Business Administration from the Richard Ivey School of Business and a Bachelor of Engineering Science in Chemical Engineering from Western University.

 

Leïla Yacoubi | Executive Director, Wealth Solutions Group | CIBC Capital Markets

Leïla Yacoubi is an Executive Director at CIBC Capital Markets with 13 years of experience in Law and Finance. Prior to joining CIBC Capital Markets, Leïla practiced securities and banking law at leading law firms in Montreal and Toronto. In 2018, she joined the Structured Products group of CIBC Capital Markets, overseeing deal execution and product development, and managing legal and reputational risk for the business. Today, Leïla heads the team responsible for distributing customized solutions for Ultra High Net Worth clients including leverage strategies and hedging products. Leïla holds degrees in both civil and common law from Université de Montréal (LL.B./J.D.), and is fluent in English, French and Spanish.

RSVP RSVP to Customized Investing in Uncertain Times

There are no events to show

 

Start the Conversation:

Join us at upcoming events and see how we empower individuals and families. Reach out to learn about upcoming events and exclusive insights.

Fraser.Willson@cibc.com | (647) 588-4344

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.