Financial & Estate Planning in Canada: Decisions You Can’t Delay

Join financial advisor Carlos Lerma and Ana Hicks, Lawyer at AMH Law, for a practical and eye‑opening session designed for families, newcomers, and established immigrants living in Canada.

This seminar breaks down the essential financial and legal steps every household must have in place—before life happens. You’ll learn how to protect your income, your assets, and your loved ones through proper planning that aligns with Canadian laws and long‑term financial strategies.

What you’ll learn:

The must‑have documents every family in Canada needs

How to protect your assets and avoid costly legal mistakes

Strategies to build and preserve wealth as a newcomer or established resident

How wills, powers of attorney, and beneficiary designations actually work

The financial planning decisions that cannot be postponed

Real examples of what happens when families delay planning

Whether you’re new to Canada or have lived here for years, this session will give you the clarity, confidence, and tools to make informed decisions that secure your family’s future.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher TERRANOVA WEALTH MANAGEMENT