Throughout the year, I often speak at, or host, various events on topics related to saving taxes, growing your wealth, and protecting your assets. The audience is targeted to real estate investors, developers, realtors, healthcare professionals in a variety of fields, and those how invest in alternative and traditional investment portfolios. I’ve listed the topics and events that are available, although I can tailor many other topics to your needs.
My goal is to provide valuable information to my clients and centres of influence. And, I would like to bring new clients into the fold!
Which events are you interested in?
Office Hours with George - 7:00 pm Thursdays
You can register for specific sessions, or Contact Me letting me know you’d like us to register you for all the sessions and we can do this for you.
Note: The recordings (minus the Q&A) will be available after the session only to those who register to attend.
Exit strategies that don’t limit options
Successful investors, medical professionals, and business owners plan their exits early — not reactively. I’ll explore exit strategies that don’t cost you options.
When: 7:00 pm, March 5, 2026
Format: 40 min webinar plus 20 min Q&A
How to help your kids buy a home
Helping children buy a home involves more than good intentions. Join me, a lawyer, a mortgage broker, and a GST expert in a session that covers:
- Different ways parents can help
- Tax and legal considerations
- Title vs no title?
- How to balance fairness and financial security
When: 7:00 pm, March 12, 2026
Format: 40 min webinar plus 20 min Q&A
How much money do you need to retire?
Retirement planning isn’t just math — it’s lifestyle, timing, and tax.
When: 7:00 pm, March 19, 2026
Format: 40 min webinar plus 20 min Q&A
10 reasons not to get a family trust…and why those people are wrong
Many people say “don’t use family trusts.” BUT…most of them are wrong.
In reality, most of those objections come from misunderstanding how trusts actually work in real life — not in theory.
When: 7:00 pm, March 26, 2026
Format: 40 min webinar plus 20 min Q&A
April Break
We’ll be taking a break in April unless there is some breaking news/important information that I need to share, and start up again in May. Thank you!
What you've missed
Family trusts – staying onside with CRA
What do you need to complete for your Family Trust before December 31st to stay onside with CRA?
Financial hacks: Daily habits to build lasting wealth
Small habits create big results — especially when it comes to money. This session focuses on practical, everyday financial behaviours that help professionals and investors steadily build wealth over time.
Have an LP? Getting ready for tax season
Limited Partnerships (LPs) have specific tax time requirements. This session walks through what LPs need ready for tax season.
How should you pay yourself this year?
Paying yourself the right way is one of the biggest levers you control as a business owner. This session explains the pros and cons of salary, dividends, and blended approaches — in plain language.
Cash damming – making bad interest good
Cash damming is a strategy that can convert non-deductible interest into deductible interest — when structured properly.
What is an estate freeze and why do I need one?
An estate freeze is a powerful planning tool — but only when used appropriately.
Estate planning: Tips and Traps
Learn what tips to follow, and traps to avoid, when estate planning. The time to start is now…no matter what your age. Ontario Estate Consulting Solutions Inc. will be joining as our guest speakers.
Personal tax returns – Time to get prepared!
New tax deductions, how NOT to make mistakes that cost you, and a little preparation goes a long way during tax season.
Roundtable Sessions
We are hosting a series of intimate and interactive roundtable sessions of 5 to 10 people in the Kitchener-Waterloo, Cambridge, Burlington, London and Windsor areas with select clients and contacts. The sessions, 2 hours in length, will revolve around a specific topic of interest to the attendees, in a relaxed atmosphere. They will provide the opportunity for in-depth and personalized discussion to help you overcome obstacles to saving taxes, growing wealth and protecting your assets using the unique wealth building tools that my team and I can bring to you.
Interested in having me speak at your event?
Are you interested in having me speak at your event – either online or in person? Whether a regular meetup, a conference, a roundtable organized for your office, or more, please contact me today.
Looking for a specific topic for your real estate or healthcare business? I’m happy to work with you to tailor a session that fits your needs. Here are just a sample of the topics I can cover:
Lifecycle of a medical professional
From the day you graduate, to the day you exit for medical professionals across a variety of practices.
Lifecycle of a real estate investor
From start-up to exit strategies for real estate investors.
Helping children buy a house: Tax and legal build blocks
Looking to help children or grandchildren buy a house – ensure you do it the right way for your tax and legal peace of mind.
Creating a legacy: Making tax efficient donations
Ensure your donation dollars go further.
Passing it on: Transitioning assets to the next generation tax efficiently
With the biggest transfer of wealth in history happening now, ensure you tax advantage of these tools to ensure you, and your family, aren’t paying too much tax.
Economic uncertainty – Don’t let these investing mistakes keep you up at night
Peace of mind in uncertain times.
An Estate Freeze: The not-so-secret tool for your family to save axes and protect assets
Learn about the power of an estate freeze.
Private Group sessions
By request – tailored workshops for clients and their teams.
Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.