Seminars

Eldercare: There’s no place like home

Join us for this informative event on eldercare. John Barry, President, Pursuit Health Management, will share insights on the importance of aging in the comfort of your own home. Carol Fickling will outline how having a comprehensive financial plan can mitigate the impact of healthcare costs on retirement savings.
As a leader in healthcare services for more than 25 years throughout Southwestern Ontario, Pursuit Health Management has been dedicated to ensuring the safety and security of clients in their homes. Their expert healthcare team conducts assessments to determine individual needs and provides the necessary services, support, and devices to optimize function at home.

Porsche, Prosecco & Prosperity (2nd annual)

Fickling Wealth Management is pleased to invite you to the ultra-exclusive event of the year.

Join us for this exclusive event where we discuss tax efficient investing for your personal and corporate wealth, estate enhancement, and business succession planning – all while admiring the latest Porsche models and enjoying a glass of Prosecco.

Estate Planning: Growing Your Family Wealth for the Long Term

Our clients spend a lifetime accumulating assets and building wealth, not only to make a good life for themselves, but also to create a legacy for future generations. Unfortunately, the traditional Estate Planning processes can miss the mark when they are purely technical in design and based primarily on saving taxes. We have invited author, Chris Delaney B.A, LL.B, B.Ed, TEP, FEA, to speak with you about his current book, The Naked Opus, which explores estate planning from a refreshing perspective. Chris' unique process and strategies are designed not only to effectively transition assets, but also to provide a more fulfilling and purposeful way for you to pass along wealth and ensure it endures for future generations.

We believe that this event will provide great value to you and your loved ones, and we encourage you to invite them to attend with you. We understand the importance of family and the impact of financial decision on their well-being.

Light snacks, wine, coffee and tea will be served.