Finding Safe Harbour
As the markets breathe a sigh of relief on President Donald J. Trump's 90-day
tariff respite, investors remain on edge as the tariff spectacle remains in high gear.

Washington's new approach to brinkmanship with America’s trading partners has led to turmoil not just within stock markets, but also the global bond and currency market as well.   

As investors, we must learn how to navigate the current market environment. 
Please join us for an informative discussion...​
Our Guest Speakers
Sandip Rana
Chief Financial Officer
Franco Nevada
FNV, TSX
Sandip Rana, Chief Financial Officer, joined Franco-Nevada in April 2010. He previously served in treasurer and controller roles at Franco-Nevada until 2002 and then acted as an international controller for Newmont.

​From 2003 to April 2010, Mr. Rana held financial roles at Four Seasons Hotels Limited where he last served as Vice-President Corporate Finance. Mr. Rana holds a Bachelor of Business Administration degree from the Schulich School of Business and is a Chartered Professional Accountant, CA. In February 2019, Mr. Rana was recognized as a Top Gun CFO by Brendan Wood International.
Tim McIlvaine
CFA, CPA,
​Fund Manager
McIlvaine Value Fund
Tim McElvaine is the Founder and President of McElvaine Investment Management Ltd.   Tim developed his value-oriented philosophy during his 12-year career with Peter Cundill & Associates where, amongst other capacities, he served as Manager of the Cundill Security Fund (1992-1996), Co-Manager of the Cundill Value Fund (1998-2003) and Chief Investment Officer (1998-2003).
​
Tim had previously earned a Bachelor of Commerce from Queen's University in 1986, qualified as a Chartered Accountant in 1988, and as a Chartered Financial Analyst in 1991. After working at Touche Ross in Toronto (1986-1989), he joined the Bank of N.T. Butterfield in Bermuda (1989-1991) and later moved to British Columbia to join Peter Cundill's firm in 1991.
 
Tim has served on the Board of Directors of several publicly listed companies including Sun-Rype Products Ltd, Humpty Dumpty Snack Foods Inc, Rainmaker Entertainment Inc., Glacier Media Inc, We Commerce Holdings Ltd. and Bastion Square Partners Inc. Tim is currently a director of Tiny Ltd.
 
Tim has been a speaker at value investing conferences including The Ben Graham Centre's Value Investing Conference in Toronto.  Tim has also appeared on BNN, Globe and Mail, Financial Post, Outstanding Investor Digest, Manual of Ideas and has been featured in the investment book Stock Market Superstars.​
Tuesday
​May 13th, 2025
​ 6:30PM to 9PM
The Pearle Hotel & Spa, Isabelle Restaurant
3 Elizabeth St, Burlington, ON
​  Click here for Detailed Location
​This event will take place at Isabelle Restaurant's Private Room. 

​​Directions to the room will be available at Isabelle Restaurant's front desk.

Cocktails will be served at 6:30PM. 
Dinner & discussions will commence at 7PM.​
​
James M. DiCenzo
Portfolio Manager  
Senior Investment Advisor
Fellow of the Canadian Securities Institute (FCSI®)
 Chartered Investment Manager (CIM®)
​
Telephone, Direct: 905-336-1364
Toll Free: 866-336-1364
Fax: 905-336-9836
[email protected]

Esther Smith
Licensed Assistant
Telephone: 866-336-1364
[email protected]
Our Itinerary

A brief introduction to the markets with James.

An introduction to Franco Nevada, gold, and global commodity markets by Sandip Rana.

Last, Tim McIlvaine will discuss where he sees the best opportunities to uncover value in a volatile market environment.
Seating will be limited.  Please reserve your seat today.
To RSVP, please give us a call at 905-336-1364 or Toll Free at 866-336-1364
You may also email Esther direct: [email protected]

If you have any friends or family who would be interested in joining us, please let us know so we may reserve their seats as well.

We look forward to seeing you.
JAMES
​​
This event is being paid for in part by Franco Nevada and McIlvaine Investment Management.  Payment will be made in line with the guidelines contained in NI 81-105.
"An investment in knowledge always pays the best interest."  
Benjamin Franklin