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Family walking on a beach by the shore

Every Family’s Business & Willing Wisdom (Part 3)

May 27, 2021 02:00 PM Eastern Daylight Time - May 27, 2021 03:00 PM Eastern Daylight Time
WebEx Event Mississauga , ON

In Part 3. Dr. Deans will share additional planning ideas and family communication strategies to improve the chances that inherited wealth will transition smoothly. Leaving estates that are complicated and disorganized is leading a record number of Canadians to turn to the courts for resolution. Prepare to learn practical tips and ideas to reduce the probability of estate litigation while reducing your tax bill at the same time.

Hosted by:

David Barnsdale, CFP, CIM, FCSI, FEA

Vice-President & Wealth Advisor

Qamar Hussain, MBA

Associate Advisor

Guest speaker:

Tom Deans, Ph.D.

Intergenerational Wealth Expert, Award Winning Speaker and Globe & Mail Best-Selling Author.

Dr. Tom Deans is the author of Willing Wisdom and Every Family’s Business — the best-selling family business book of all time — selected by The New York Times as one of the “Top Ten Books Business Owners Should Read.” With more than a million copies sold in more than 100 countries, Tom’s books deal with the intergenerational transition of family wealth. In his diverse career, Tom has been the CEO of a large multinational family business, worked in banking and in government relations, and held the title of president of a railway. A frequent guest on CNBC, Money Line and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management and philanthropic giving.

Important reminders:

RSVP password: tomdeans

The first 25 RSVPs will receive a free copy of Dr. Deans' book, Every Family’s Business or Willing Wisdom.

*A reminder that a recording of each session will be made available to those who register for these events.


Family walking on a beach by the shore

Every Family’s Business & Willing Wisdom (Part 2)

May 06, 2021 02:00 PM Eastern Daylight Time - May 06, 2021 03:00 PM Eastern Daylight Time
WebEx Event Mississauga , On

In Part 2 Dr. Deans will be talking about why estate planning is especially important during a global pandemic. More than 50% of Canadians do not have a will and a staggering 80% of Canadians who do have a will, have badly outdated documents. He’ll review the top mistakes and practical remedies for those who want to protect and successfully transition wealth to the next generation.

Hosted by:

David Barnsdale, CFP, CIM, FCSI, FEA

Vice-President & Wealth Advisor

Qamar Hussain, MBA

Associate Advisor

Guest speaker:

Tom Deans, Ph.D.

Intergenerational Wealth Expert, Award Winning Speaker and Globe & Mail Best-Selling Author.

Dr. Tom Deans is the author of Willing Wisdom and Every Family’s Business — the best-selling family business book of all time — selected by The New York Times as one of the “Top Ten Books Business Owners Should Read.” With more than a million copies sold in more than 100 countries, Tom’s books deal with the intergenerational transition of family wealth. In his diverse career, Tom has been the CEO of a large multinational family business, worked in banking and in government relations, and held the title of president of a railway. A frequent guest on CNBC, Money Line and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management and philanthropic giving.

Important reminders:

RSVP password: tomdeans

The first 25 RSVPs will receive a free copy of Dr. Deans' book, Every Family’s Business or Willing Wisdom.

*A reminder that a recording of each session will be made available to those who register for these events.


Family walking on a beach by the shore

Every Family’s Business & Willing Wisdom (Part 1)

Apr 22, 2021 02:00 PM Eastern Daylight Time - Apr 22, 2021 03:00 PM Eastern Daylight Time
WebEx Event Mississauga , ON

In Part 1, Dr. Deans will explain why Canadian business owners are keeping so much of their wealth in their operating businesses without clearly defined exit plans. He will further explain the dangers business owners face as they confront longer and more expensive retirements. It is in this context that Dr. Deans offers 12 common sense questions every business owner can ask to help bring clarity to their business succession plans.

Hosted by:

David Barnsdale, CFP, CIM, FCSI, FEA

Vice-President & Wealth Advisor

Qamar Hussain, MBA

Associate Advisor

Guest speaker:

Tom Deans, Ph.D.

Intergenerational Wealth Expert, Award Winning Speaker and Globe & Mail Best-Selling Author.

Dr. Tom Deans is the author of Willing Wisdom and Every Family’s Business — the best-selling family business book of all time — selected by The New York Times as one of the “Top Ten Books Business Owners Should Read.” With more than a million copies sold in more than 100 countries, Tom’s books deal with the intergenerational transition of family wealth. In his diverse career, Tom has been the CEO of a large multinational family business, worked in banking and in government relations, and held the title of president of a railway. A frequent guest on CNBC, Money Line and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management and philanthropic giving.

Important reminders:

RSVP password: TomDeans

The first 25 RSVPs will receive a free copy of Dr. Deans' book, Every Family’s Business or Willing Wisdom.

*A reminder that a recording of each session will be made available to those who register for these events.


Cognitive health: Symptoms, safeguards, and support

Feb 02, 2021 12:00 PM Eastern Standard Time - Feb 02, 2021 12:45 PM Eastern Standard Time
Virtual conference Mississauga , ON

In recognition of Alzheimer’s Awareness Month, RBC Wealth Management, Royal Trust and the National Institute on Ageing (NIA) are collaborating once again to offer valuable and actionable insights for older Canadians.

During this approximately 45-minute webcast, Leanne Kaufman, Dr. Samir Sinha and Audrey Miller will discuss how:

  • To recognize the early signs of dementia
  • To effectively care for a person in early stages of dementia including making necessary legal and financial arrangements
  • Caregivers can navigate next steps for their loved ones and for themselves

To participate in this virtual event:

  • Click on the “RSVP” link below to register for the event. If this is your first event, you will need to provide your name, email, and the name of your advisor. Please make sure you set your time zone and your email preferences.
  • You will receive a confirmation of your registration with a link to the event and a booking to add the event to your calendar.