Events

Beyond Borders: Planning for Retirement & Legacy with Global Ties

Today’s Canadian families are more globally connected than ever. Whether you own property abroad, plan to retire in a different country, or have loved ones living overseas, the modern retirement conversation is no longer confined to one border.

In this interactive session, we’ll explore the financial, legal, and lifestyle considerations for Canadians navigating cross-border living and planning. You’ll gain insights into:
• How to plan for retirement if you’re considering part-time or full-time living abroad
• What to know about foreign property ownership, residency, and access to healthcare
• Strategies to support family members internationally—including children or aging parents abroad
• Tax and estate planning essentials when your beneficiaries or assets are spread across countries
• The emotional and financial impact of being globally mobile—or globally connected

Whether you’re dreaming of Portugal, maintaining ties in the Caribbean, or simply planning to pass your wealth to loved ones across continents, this webinar will help you think through the key decisions with clarity and confidence.

Drive Fore Kids First Tee - Ontario

Join us for an afternoon where the love of golf meets the thrill of the open road—all in support of First Tee Ontario. Guests will enjoy networking, taking swings at the range, receiving vouchers for exclusive Acura test drive experiences, and savouring drink tastings with light bites. It's a casual yet purposeful time of connection and community, designed to help empower the next generation through golf and life skills.

We look forward to welcoming you for this event where every swing and every sip supports a great cause.

Finding Purpose in Retirement by Starting a New "_____"

The rise of retiree Entrepreneurs proves that retirement doesn’t have to mean slowing down – it can mean starting fresh. Whether its launching a passion project, consulting in a familiar industry, or exploring a completely new venture, today’s retirees are redefining what it means to retire.

Join us for an inspiring and practical conversation with two ladies who bring both professional insights and lived experiences to the table, and a retirement coach and retiree.
What You’ll Learn :
• Tips for balancing purpose, profit and lifestyle
• Common Pitfalls to avoid

Who should attend: Pre-Retirees, Retirees, and anyone curious about how traditional retirement is evolving.

Alternative Investments: Adding Private Equity to Traditional Portfolios

Enhance your portfolio’s growth potential while navigating today’s evolving financial landscape? Join us for an exclusive webinar designed for investors looking to go beyond traditional asset classes. Discover how private equity—once reserved for institutional investors—can provide access to unique opportunities, potential for higher returns, and enhanced diversification in a volatile market.

In this session, we’ll cover:
• What is Private Equity? A beginner-friendly overview of private equity investments.
• Benefits to Your Portfolio: How private equity can complement traditional stocks and bonds by mitigating risks and unlocking growth.
• Demystifying the Process: How to get started and assess opportunities that align with your financial goals.

Retirement Elsewhere: Mexico

Are you considering a change of scenery for your retirement years? Join us for an informative webinar tailored specifically for Canadians exploring the exciting opportunities of retiring in Mexico. This session will provide valuable insights into the benefits, challenges, and steps involved in making this significant life transition.

What You'll Learn:
• Cost of Living: Understand the economic advantages of retiring in Mexico, including lower living expenses, affordable healthcare, and real estate options.
• Lifestyle & Culture: Discover the vibrant culture, friendly communities, and diverse recreational activities that make Mexico a desirable retirement destination.
• Legal & Financial Considerations: Get expert advice on visas, residency requirements, and managing your finances abroad.
• Safety & Security: Address common concerns about safety, and learn how to choose the best locations for a peaceful and secure retirement.

Who Should attend?
• Canadians approaching retirement age
• Individuals interested in International Living
• Anyone curious about the benefits of retiring abroad