Events

Wealth Transfer Solutions Using Insurance

In this session, we delve into innovative approaches to leverage insurance as a powerful tool for efficient and strategic wealth transfer. Join us as we explore the intersection of insurance and wealth management to optimize the legacy you leave for future generations.

This session is limited to 12 participants to ensure that you get the most out of your time with Sandra. 

With limited seating, reserve your spot early...and bring a friend!  You won't be disappointed!

Improving your Investment Intelligence

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Drawing from decades of experience in educating Canadians on the key aspects of Wealth Management, Sandra invites you to an evening promising to answer your questions and improve your Investment Intelligence.

Topics to be covered:

Asset Classes - What Are They & Why Do They Matter?

Markets & Investment Vehicles - How Do You Decide What To Own?

Market Risk & Diversification- Why Is This Important?

Do You Understand YOUR Risk Tolerance?

How Are You Paying To Have Your Money Invested?

This session is limited to 12 participants to ensure that you get the most out of your time with Sandra. 

With limited seating, reserve your spot early...and bring a friend!  You won't be disappointed!

Guide to the Markets

In this session we will be sharing an update on the global economy, focusing on specific factors that will impact the Canadian, US, and Global Markets.

We will explore several topics including the likelihood of a soft landing (versus recession), unemployment, interest rates & inflation as well as identifying opportunities within the stock and bond markets.

This session is limited to 12 participants so reserve your spot early...and bring a friend! You won't be disappointed!

Preserving Legacies: Wealth Transfer and Trust Solutions

Finding solutions to complexities, Unveiling the power of trust solutions.

Join us as we dive into the topic of trust solutions, offering you invaluable insights on how to safeguard and fortify your estate, both during your lifetime and beyond. This event is crafted to guide you through the intricacies of trust strategies, illuminating their effectives in addressing complex planning scenarios. 

Event Highlights:

1. Discover the power of Trusts: Uncover the fundamental concepts behind trust solutions and how they can be harnessed to secure your assets and legacy.
2. Navigating Complexity: Gain clarity on how trust strategies can provide tailored solutions for intricate planning scenarios, ensuring your wishes are honored and your loved ones are protected.
3. Estate Fortification: Explore how trust instruments can act as a shield, safeguarding your estate against potential challenges and uncertainties.

Equip yourself with the knowledge and strategies needed to secure your legacy and provide for your loved ones. Whether you're seeking to protect your assets, ensure seamless transitions, or navigate complex financial situations, this event will empower you with the tools to shape your estate with confidence.

Navigating Financial Crossroads in Aging: Decisions for Success

Embrace the journey, Navigating your golden years with perspective.

Join us for an enlightening and empowering event,  where we delve into crucial topics to ensure a graceful and secure transition into the golden years. This seminar is designed to equip seniors and their families with valuable insights and actionable strategies to navigate the challenges that come with aging.

Event Highlights:

1. Leading causes of senior injuries 
2. Creating an Accessible home
3. Maintaining Wellness 
4. Scam awareness and prevention
5. Combating elder abuse
6. Legal Preparedness

Join us for this event to arm yourself with knowledge, resources, and confidence, ensuring that your journey through the later years is marked with dignity, security, and empowerment. 

Introduction to Personal Finance

Want to gain a better understanding of your finances, and start having your money work for you?

Join us for an informative seminar designed to help you take control of your finances and achieve your financial goals. We will go over practical examples and tips on four key topics.

1. Reaching Your Goals Through Budgeting
2. Managing Debt & Credit
3. Making Your Money Work For You – Investing 101
4. Tax Tips

Whether you are just starting out or are looking to take your finances to the next level this seminar will provide you with the tools you need to succeed. This session is free however space is limited so register early.

Investing with Confidence: Empowering Women's Wealth

Supporting women on their path to financial freedom.

Hosted by Sandra Odgers, this event proudly features Krystyne Manzer, Vice President and Portfolio Specialist at RBC Global Asset Management, as the distinguished guest speaker. Krystyne will lead with a focus on investing in your future & investing in yourself.

Structured as an interactive discussion, attendees are encouraged to actively participate and pose questions. this event strives to foster a newfound sense of security and independence, ultimately guiding women to craft the prosperous financial future they rightfully deserve.

Secure your spot by registering below. Participation comes at no cost, but due to limited seating, early registration is advised.

Introduction to Personal Finance

Want to gain a better understanding of your finances, and start having your money work for you?

Join us for an informative seminar designed to help you take control of your finances and achieve your financial goals. We will go over practical examples and tips on four key topics.

1. Reaching Your Goals Through Budgeting
2. Managing Debt & Credit
3. Making Your Money Work For You – Investing 101
4. Tax Tips

Whether you are just starting out or are looking to take your finances to the next level this seminar will provide you with the tools you need to succeed. This session is free however space is limited so register early.

Advanced Wealth Planning Strategies

Taking Your Wealth Plan To The Next Level...

Drawing from decades of experience in educating Canadians on the key aspects of Wealth Management, Sandra invites you to an evening where we will take a deeper dive into Wealth Planning.  Specifically, we will be exploring the use of the following strategies:

• Insurance (when and how to use it)
• Charitable Giving
• Trusts
• Wealth Transfer

This session is limited to 12 participants to ensure that you get the most out of your time with Sandra. 

With limited seating, reserve your spot early...and bring a friend!  You won't be disappointed!

Improving Your Investment Intelligence

Looking for a way to better understand the key considerations when investing your money?

Drawing from decades of experience in educating Canadians on the key aspects of Wealth Management, Sandra invites you to an evening promising to answer your questions and improve your Investment Intelligence.

Topics to be covered:

• Asset Classes - What Are They & Why Do They Matter?
• Markets & Investment Vehicles - How Do You Decide What To Own?
• Market Risk & Diversification- Why Is This Important?
• Do You Understand YOUR Risk Tolerance?
• How Are You Paying To Have Your Money Invested?

This session is limited to 12 participants to ensure that you get the most out of your time with Sandra. 

With limited seating, reserve your spot early...and bring a friend!  You won't be disappointed!