Estate by Design | Wealth Workshop for Business Owners

Ready to learn the best way to take care of your loved ones when you are no longer here? Join us for Estate by Design from the Monai Wealth Financial Clarity Series. This is an in-person session designed for business owners who have spent a lifetime building something worth protecting — and are ready to ensure it passes to the right people, in the right way, with as little lost to tax, delay, or conflict as possible.

Date & Time:

November 17,

1:00pm – 4:00pm

Location:

Touchdown Coworking, 2030 Bristol Circle, Suite 210, Oakville, Ontario

Presented By:

Presenter:

Helen Ching, RRC, MBA, P.Eng.

Wealth Advisor | Monai Wealth

Guest Speaker:

Jodi Laking

Founder & Business Contingency Advisor | Your Business Executor

Guest Speaker:

Sami Majdalani, LLQP

Estate Tax & Corporate Insurance Specialist | Eagle Wealth Partners

Format:

3-hour in-person session, with concept and case study in the first two hours, and an interactive workshop in the last hour. Bring your laptop for the hands-on exercise.

Fees:

Space is limited. Grab your spot early.

Super Early Bird until October 17: $139 + HST

Early Bird until November 2: $189 + HST

Regular until November 17: $239 + HST

Who it’s For:

✔️ Business owners who have built significant wealth — inside or outside their corporation — and want to ensure it reaches the right people, in the right amounts, with as little lost to tax or legal friction as possible
✔️ Business owners who don't yet have a will, a shareholders' agreement, or a clear plan for what happens to their estate if something unexpected occurs
✔️ Business owners who want to move beyond the basics and use trusts, charitable structures, and tax-smart strategies to protect what they've built — and leave behind a legacy that truly reflects a lifetime of work

What You'll Gain:

• A clear picture of how your current estate is structured — what passes smoothly, what gets stuck, and exactly where the gaps are costing your family time, money, and certainty.

• Real stories of business-owning families who used trusts, charitable strategies, and tax-smart structures to pass on more of what they built — with less conflict and fewer surprises for the people they love.

The confidence and a concrete plan towards protecting your assets, minimizing the tax bite at transition, and leaving behind a legacy that reflects what you actually worked for.

Photography & Recording Consent

By registering for and attending this event, you acknowledge and agree that the event may be photographed, filmed, audio-recorded, and/or live-streamed. You grant the organizers the irrevocable right to capture your image, likeness, voice, and any statements made during the event, and to use, reproduce, edit, and share this content across any media—including social media, websites, marketing materials, and promotional channels—without compensation, notice, or further approval.

If you do not wish to be recorded or photographed, please notify a member of the event staff upon arrival, and we will make reasonable efforts to accommodate your request.