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couple working with an investment advisor in their kitchen

The Estate Planning Questions Nobody Wants To Ask – But Everyone Should

Nov 26, 2025 06:30 PM Eastern Standard Time - Nov 26, 2025 08:00 PM Eastern Standard Time
Terra Flowers & Flavours 220 Kennevale Dr Unit 102/103 Ottawa, Ontario

When it comes to your estate, doing nothing is still a decision, and often the most expensive one. Join us for an evening that uncovers what really happens when plans are left unfinished or outdated. From family disputes to tax consequences and missed opportunities, our guest speaker, Erin McNamara of McNamara Law and host, Caitlin Burton of RBC Dominion Securities, will share real-world insights on how to protect your wealth, your wishes, and your legacy.


woman sitting on the beach, reflecting

When the ‘We’ Becomes Me

Sep 24, 2025 06:30 PM Eastern Daylight Time - Sep 24, 2025 08:00 PM Eastern Daylight Time
692 Coffee and Bar 5546 Manotick Main St Manotick,, Ontario

Whether through loss or separation—are you prepared to stand on your own financially?

This session helps women navigate the financial realities of transition, whether from divorce, separation, or loss. Learn how to protect what’s yours, understand the impact of joint assets, and avoid common financial missteps. We’ll also explore who should be on your financial team and how to take confident ownership of your future.