Our mission

 

Empowering through collaboration, we champions a community-driven approach, where seeking help, fostering conversations, and drawing on diverse skills creates our magic.

Benefit from personalized wealth management strategies honed over two decades, covering investments, retirement, taxes, estates, and business growth. Experience authentic guidance from our team and partners built on empathy and expertise, fostering a community that values collaboration and supports local businesses for collective success.

Join our community Our events

Unlocking Land Value: Expert Insights for Farm Owners

Jan 31, 2025 12:00 PM Eastern Standard Time - Jan 31, 2025 01:30 PM Eastern Standard Time
Paris Agricultural Society, Community Room 139 Silver St Paris, ON

Farm owners, join us for an engaging conversation about making the most of your land’s value. Whether you’re curious about market trends, land appraisal, or considering your next steps, this event is here to provide clarity and direction.

With insights from Kim Passmore, Appraiser & Partner at S.W. Irvine & Associates, and Brandon Wilcox, Realtor with Wilcox Real Estate Services, you’ll leave with practical tips and a better understanding of your land’s potential.

Grab a seat, enjoy some refreshments, and connect with fellow farmers. It’s all about sharing knowledge and making informed decisions for your farm’s future.

RSVP

Securing Your Farm’s Future: Tax Planning and Succession Strategies

Feb 11, 2025 12:00 PM Eastern Standard Time - Feb 11, 2025 02:30 PM Eastern Standard Time
Summit Station Dairy & Creamery 1399 Powerline Rd Hamilton, Ontario

Planning for the future of your farm starts today. Join us for a valuable session focused on tax planning and succession strategies designed to help you protect your legacy and plan for a smooth transition.

Featuring insights from Mackenzie Investments, Global Investment Solutions, this event will explore practical approaches to managing taxes, preparing for the next generation, and ensuring long-term financial stability.

Connect with fellow farm owners, enjoy light refreshments, and gain the knowledge you need to secure your farm’s future.

RSVP

Managing Farm Risk: Navigating Commodities Futures and Securing Your Legacy with Insurance

Feb 24, 2025 12:00 PM Eastern Standard Time - Feb 24, 2025 01:30 PM Eastern Standard Time
Summit Station Dairy & Creamery 1399 Powerline Rd W Hamilton, Ontario

Farm ownership comes with its share of risks, but the right strategies can help you safeguard your future. This session dives into managing market volatility with commodities futures and securing your legacy through comprehensive insurance planning.

Learn from the experts: The Simpson-Caputo Group will provide actionable insights on navigating commodities markets, and Suzanne Schultz, Estate Planning Specialist with RBC Wealth Management, will share strategies to protect and plan for your farm’s future.

Take this opportunity to connect with other farm owners, enjoy refreshments, and gather the tools you need to build a resilient and secure legacy.

RSVP

woman walking on the beach

Suddenly single: What now?

Nov 20, 2024 06:30 PM Eastern Standard Time - Nov 20, 2024 08:00 PM Eastern Standard Time
The Field House Restaurant 53 Simcoe Street Scotland,, Ontario

Life can take unexpected turns, leading to new beginnings. For those navigating the complexities of becoming single later in life, this event provides a safe and supportive space to explore this significant life change's financial and emotional aspects. Our expert speakers will guide you through key topics such as:

  • Financial reset and planning ahead: Evaluating your finances to secure your future.
  • Coping with Change: Practical advice for emotional resilience.
  • Available Resources: Tools and support systems to help you navigate this transition.

family members looking at a laptop

Fundamentals of Estate Planning

Oct 30, 2024 06:30 PM Eastern Daylight Time - Oct 30, 2024 07:30 PM Eastern Daylight Time
Burford Library 24 Park Ave Burford, Ontario

Keeping your estate plan up-to-date is more than just having the right documents. It’s about ensuring your end-of-life wishes are clear, minimizing family conflicts, saving on taxes, and handling probate smoothly. Join Chelan Mansour of RBC Royal Trust and Shannon Boakes from RBC Dominion Securities as they discuss essential estate planning considerations and the real conversations they have with their clients.


Women In Business Expo

Women In Business Expo

Mar 08, 2024 10:00 AM Eastern Standard Time - Mar 08, 2024 04:00 PM Eastern Standard Time
Marriott, 30 Fen Ridge Ct, Brantford, ON

Hundreds of women from Brantford, Brant County, Norfolk County and surrounding areas came together to celebrate and inspire each other. More information on speaker presentation by Shannon Boakes coming soon.


Farm Succession Planning: What’s your plan?

Farm Succession Planning: What’s your plan?

Jan 31, 2024 06:00 PM Eastern Standard Time - Jan 31, 2024 08:00 PM Eastern Standard Time
RBC Hagersville Branch, 30 Main Street South, Hagersville, ON

Your RBC Agriculture and RBC Dominion Securities teams would like to invite you to one of two succession planning advice events. Please join us to discuss tax planning, transitioning the farm, will & estate planning, and other succession planning topics with light refreshments.


Farm Succession Planning: What’s your plan?

Farm Succession Planning: What’s your plan?

Jan 24, 2024 02:00 PM Eastern Standard Time - Jan 24, 2024 04:00 PM Eastern Standard Time
The Field House Restaurant, 53 Simcoe Street, Scotland, ON

Your RBC Agriculture and RBC Dominion Securities teams would like to invite you to one of two succession planning advice events. Please join us to discuss tax planning, transitioning the farm, will & estate planning, and other succession planning topics with light refreshments.


 

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