Financial Wellness by Design | Wealth Workshop for Business Owners

Ready to take control of your money and build a brighter future? Join us for Financial Wellness by Design from the Monai Wealth Financial Clarity Series. This is an in-person course designed for business owners who want to get a better understanding of their business and personal financial wellness along their entrepreneurial journey.

Date & Time:

August 25, 2026

1:00pm - 4:00pm

Location:

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

Presented By:

Helen Ching, RRC, MBA, P.Eng.

Wealth Advisor | Monai Wealth

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 July 25: $139 + HST

Early Bird until August 10: $189 + HST

Regular until August 25: $239 + HST

Who it’s For:

✔️ Business owners who would like a clear roadmap on managing their wealth

✔️ Individuals considering becoming a business owner and would like to be informed

What You'll Walk Away With:

• A clear picture of your complete financial life — where your business wealth and personal wealth actually stand, what's working, what's stalled, and exactly where the gaps are quietly costing you.

• Real stories of business owners who used corporate structures, tax-smart strategies, and intentional planning to grow their wealth, exit on their terms, and retire without scrambling — while building something meaningful to leave behind.

• The confidence and a concrete roadmap to grow your business and your personal net worth in parallel, plan an exit that pays you what you built, and step into retirement and legacy on your own terms.

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.