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Apr 11, 2022 12:00 PM Eastern Daylight Time - Apr 11, 2022 12:45 PM Eastern Daylight Time
Virtual Webex link will be sent when you RSVP Guelph, ON

Join us for an exclusive virtual lunch, and gain insights on the effectiveness of Individual Pension Plans

There are not many opportunities for incorporated business owners or incorporated medical professionals to maximize their retirement funding and reduce their business taxable income. An Individual Pension Plan (IPP) may offer a way to achieve these goals.

An Individual Pension Plan is a registered pension plan designed for incorporated business owners and medical professionals and provides the following:

  • Diversify retirement strategy
  • Substantially increase retirement savings vs RSP
  • Attain a planned capital accumulation at retirement
  •  Significant corporate tax deductions
  • Deductible investment management fees
  • Creditor proof
  • Succession Planning
  • Facilitate sale of the business

Guest speaker: 

Winston Wong-Yuen, Wealth Management Solutions Consultant.

Winston currently supports Dominion Securities teams, clients and their COIs understand the usage of the Family Office Solution offerings, such as the Individual Pension Plan, Retirement Compensation Arragement and the RBC charitable Gift program.


Celebrate International Women's Day 2022

Mar 08, 2022 07:00 PM Eastern Standard Time - Mar 11, 2022 12:00 AM Eastern Standard Time
Virtual Webex Event Guelph, Ontario

Clayson Wealth Management is delighted to present our second annual celebration of International Women's day. 

Everyone has a part to play. Now more than ever! This is a week to motivate and inspire friends, colleagues, and whole communities to think, act and be the leaders needed to create an inclusive future.

Why should you attend?

The driving forces behind these online discussions are female leaders who are passionate about diversity and inclusion. You'll hear the captivating stories of Mandy Bujold, the Canadian boxer and two-time Olympian who won gold at the 2011 and 2015 Pan Am Games, and two Guelph business owners: Dr. Laura Brown ND, owner of Southend Natural Medicine and published author, and Kathleen Sou, owner of the top rated Kathleen Sou Hair Artists. These online discussions will educate, enable and empower you to lead and be a better you.


Tuesday, March 8th, 2022 7:00 p.m:  Mandy Bujold, two-time Olympian

Thursday, March 10th, 2022 12:00 p.m: Dr. Laura Brown ND, Southend Natural Medicine

Friday March 11th, 2022 12:00 p.m: Kathleen Sou, owner Kathleen Sou Hair Artists


**You are welcome to register for one, two are all three. When you RSVP please indicate what event you would like to attend**



Employers Supporting Employees

Feb 14, 2022 12:00 PM Eastern Standard Time - Feb 14, 2022 12:45 PM Eastern Standard Time
Virtual Webex link will be sent when you RSVP Guelph, Ontario

Designing a benefits plan and strategy for a new world of work in 2022 and beyond.

Join us for an exclusive virtual lunch event.

The driving forces behind this lunch event are industry professionals who are passionate about helping businesses improve their employee engagement, retention and recruitment. This virtual event will provide business leaders with key information on how to make an informed decision on developing the right solution for their employees and their business.

Guest speakers:



Krysta Palmer
Operations Manager, Lead Investigator and Senior HR Consultant at Beyond Rewards


George Elliott
Senior Group Specialist, RBC Insurance



Steve Chow
Group Consultant, RBC Group Advantage


Oct 26, 2021 04:00 PM Eastern Daylight Time - Oct 26, 2021 05:00 PM Eastern Daylight Time
Webex Link will be emailed when you register Guelph, ON

In conversation with Dr. Laura M. Brown, HeartMath Certified Practitioner, Level two Certified Gluten Free Practitioner, ADAPT Trained Practitioner from Kresser Institue and owner of SouthEnd Natural Medicine.

When you attend you will be entered to win 1 of 4 autographed Amazon #1 Bestseller books “Beyond Digestion” by Dr. Laura M. Brown.


Building Cyber Resilience

Sep 14, 2021 04:00 PM Eastern Daylight Time - Sep 14, 2021 04:45 PM Eastern Daylight Time
Virtual Webex Guelph, ON

Cyber crime is the most common cyber threat that Canadians and Canadian organizations are likely to encounter. Join us as we help you maximize your own online privacy and security, by being informed and which is often the best defense against fraud.

Special Guest : 

Adam Evans- Vice President, Cyber Operations and Chief Information Security Office for RBC
With over 20 years of experience in the financial services industry as a security professional, Adam is recognized as a thought leader in cyber security and global defense. Adam leads RBC in managing cyber incidents and implementing incident response and red team exercises to identify and strengthen vulnerabilities and improve RBC's cyber resilience.

Coffee Break with Ed Clayson

Aug 11, 2021 12:00 PM Eastern Daylight Time - Aug 11, 2021 01:00 PM Eastern Daylight Time
Virtual Webex Guelph , ON

What is on your mind? What questions or concerns do you have about the markets? What topics come up with your family and friends that we should address together?

Sometimes people often have the same question, but just don’t ask. Well, we have created time for this – Coffee Break with Wealth Advisor, Portfolio Manager, Ed Clayson. In this hour, Ed will be answering some of those questions and sharing with you his perspectives on the market.

Q&A for all levels of investment knowledge

How do I submit a question?

You can submit your questions when you RSVP and or email before August, 6th 2021.