Fall Private Client Event at the Pearle, Nov 5, 2025.

Navigating the Great AI Wave

As the markets put the shock and awe of President Donald J. Trump's "Liberation Day" in the rear-view mirror, we've seen many parts of the US markets soar to record highs and lift fundamental valuations substantially. Naturally, this development has also reintroduced potentially higher market risk.

Despite living only in the first chapters of the 'Great AI Wave,' our lifetime will witness a transformative surge in artificial intelligence adoption and innovation across nearly all industries. Advanced technologies such as large language models and generative AI platforms are destined to revolutionize workflows, creativity, and decision-making. But this age of innovation also has the potential to disrupt global trade, societal functions and create new ethical and socio-economic challenges as well.

Please join us for an informative discussion on approaching today's markets as this lifetime transformational 'wave' comes into view.

Our Guest Speaker

Colin Cieszynski
Portfolio Manager
Chief Market Strategist
SIA Wealth Management

Portfolio Manager
BMO SIA Focused Canadian Equity Fund
BMO SIA Focused North American Equity Fund
BMO Tactical Global Equity ETF Fund
BMO Global Tactical Asset Allocation Fund

Colin Cieszynski is a Portfolio Manager and Chief Market Strategist with SIA Wealth Management, with over 30 years of experience in market analysis and investment management. He is well known for his market insights on economies, equities, commodities, and currencies, Colin is frequently quoted in the media and regularly appears on platforms like BNN Bloomberg and CBC Radio.

Colin serves on the SIA Wealth Management Investment Committee, helping manage over one billion dollars in tactical, equity, and fixed income portfolios for institutional investors.

Colin holds both Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Colin is the Toronto Chapter Head of the CMT Association’s Toronto Chapter, and was the President of the Canadian Society of Technical Analysis.

Our Itinerary

6:30PM Cocktails and Greetings

7:00 PM James will provide a brief discussion on the coming AI transformation and an introduction to our special guest, Colin Cieszynski.

7:15 Colin will provide a brief walk through the markets, as well as an introduction to SIA and their investment funds at BMO Global, and how they are navigating the "Great AI Wave.'

8:00 PM Colin and James will then host an interactive Q&A with our guests.

8:30PM Dessert and Coffee

Wednesday
November 5th, 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
Honours B.A.
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]

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 BMO Global Asset Management and Bank of Montreal ETFs.
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

Image by Kanenori from Pixabay

James M. Di Cenzo Honours B.A. FCSI® Portfolio Manager CIM® | Senior Investment Advisor | Telephone: 905-336-1364 or Toll Free: 866-336-1364
Email: [email protected]

Please feel free to contact us. All personal consultations are completely confidential.

Burlington Main Office: 1001 Champlain Ave, Suite 201, Burlington, ON L7L 5Z4
Toronto Office: 26 Wellington St E, Suite 900, Toronto, ON M5E 1S2

"If everyone is moving forward together, then success takes care of itself." Henry Ford

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