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Where fashion meets finance

Nov 13, 2024 06:30 PM Eastern Standard Time - Nov 13, 2024 08:00 PM Eastern Standard Time
766 Wharncliffe Road South BMW London London, Ontario

Join us for an evening designed for women, where style
and success come together. Discover how to elevate both
your wardrobe and your wealth, while connecting with
likeminded women.
Looking good and feeling confident is always in style!

Driving business forward: Adapting to the 2024 budget changes

Driving business forward: Adapting to the 2024 budget changes

Jun 12, 2024 06:30 PM Eastern Daylight Time - Jun 12, 2024 08:30 PM Eastern Daylight Time
BMW London 766 Wharncliffe Road South London, ON

Join us as we discuss the impact of changes from the April 2024 Federal Budget for business owners. Learn how to manoeuvre through the new tax measures effectively.

Cocktails will be served before the presentation starts at 7:00 p.m.

Attendance is complimentary, but space is limited. Kindly RSVP using the link below.

Hosted by

Carol Fickling, FMA, CIWM, CIM 
Senior Portfolio Manager, Wealth Advisor & Financial Planner
Fickling Wealth Management

Guest speaker

Blair Edwards, CPA, CA
Tax Planner
Valente CPAs LLP

Eldercare: There’s no place like home

May 15, 2024 06:30 PM Eastern Daylight Time - May 15, 2024 08:30 PM Eastern Daylight Time
Highland Country Club 1922 Highland Heights London, ON

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

A special thanks to our partners at Porsche of London for offering their new beautiful space so that we could share some valuable contents. In addition, we would like to thank Valente CPA’s for their partnership and remarkable knowledge in taxes.

We discussed that when it comes to tax minimization, the use of corporate class mutual fund structures is a strategy can have significant benefits to individuals and corporation. They combine flexibility, security and tax efficiency while also having the ability to pool income and expenses of all funds in a fund family.

Thank you to all that had the opportunity to attend!

See you all at our next event! 

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