We Invite You to
the Great Canadian Wealth Transfer
presented by New York Times Best Selling Author Tom Deans
We’re welcoming our clients and their guests to an invite-only event to hear Thomas Deans discuss topics that will help successful families prepare their heirs and transfer wealth. We’ll be serving beverages and hors d’oeuvres.
Here are the details for this event:
When:
Wednesday May 13th, 2026 5:30 p.m. to 7:30 p.m
Where:
Georgian Bay Hotel, 10 Vacation Inn Dr, Collingwood, ON L9Y 5G4
Why:
Tom will cover pertinent and useful information from all three of his best selling books to help you think through your estate and succession plans.
What you can expect:
An understanding of the importance of tabling discussions with a trusted advisor with your heirs present to open the conversation about your estate and succession plans
How a family business can factor into your plans of your estate and succession plans
How different personality types treat transferring wealth to the next generation, and how to navigate different scenarios
How intentions of providing equitable planning can be informed with a financial advisor so that all tax and estate law factors are considered and reviewed
Claim Your Spot Now
You won’t want to miss this event. To claim your spot, contact us now!
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