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Helping Canadians Live Life with Certainty

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Financial Literacy

We believe financial literacy is important to the well-being of all Canadians. We organize free educational seminars to inform people on money matters, such as retirement planning, estate planning, wealth accumulation and tax minimization strategies.

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Professional Advice

We help connect you with trusted professionals in your community that have a proven track record of success. Experts in financial planning, wealth management, tax and law that provide unbiased, confidential advice. 

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Special Events

We host special events in your community designed to help you meet and build relationships with trusted financial, tax and legal professional that live and work in your community. 

Events

09/26/2019

Estate Planning and the Role of the Executor - Free Seminar

7pm - 9pm

Glen Oaks Reception 3164 Ninth Line, Oakville, ON. L6H 7A8

+ Event Details

09/26/2019

Estate Planning and the Role of the Executor - Free Seminar

You and your intended executor are invited to join us for this informative presentation on estate planning and the role of the executor. Learn how to protect your estate and leave a lasting legacy.


Register for Event

7pm - 9pm

Glen Oaks Reception 3164 Ninth Line, Oakville, ON. L6H 7A8