Real Estate & Tax-Free Legacy Blueprint with Stone Owl Family Office
Schedule
Tue Oct 21 2025 at 06:00 pm to 08:00 pm
UTC-07:00Location
Brewing August | Vancouver, BC
About this Event
Secure your family's future, with Carl Brodie and Chloe Yao of Stone Owl Family Office, on Tuesday October 21 at this month's educational seminar titled Real Estate & Tax-Free Legacy Blueprint.
Hosted at Brewing August, this is an exciting opportunity to learn about just how much tax-efficient capital you're sitting on - and how to unlock it for real estate and wealth creation for decades to come.
PART OF THE VANCOUVER REAL ESTATE - 2025 WDN SERIES: RESIDENTIAL & BEYOND - FOR INVESTORS & INDUSTRY PROFESSIONALS.
ABOUT THE SEMINAR:
You built a business. Now it’s time to build your legacy.
Most business owners don’t realize just how much tax-efficient capital they’re sitting on - or how to unlock it for real estate, wealth creation, and intergenerational legacy.
This exclusive session is designed for incorporated professionals, entrepreneurs, and real estate investors who are ready to scale beyond TFSAs and stock portfolios.
You'll learn how to use your existing business structure to:
- Build a tax-free estate using life insurance
- Leverage retained earnings to fund real estate investments
- Access capital efficiently through insurance lending
- Structure ownership smartly for multi-generational wealth
- Minimize tax drag now and in the future
This event is for people who:
- Own a corporation and retain excess earnings
- Want to invest in real estate without draining personal capital
- Are planning their succession, exit, or intergenerational transfer
- Are ready to use life insurance as a strategic asset — not just a cost
ABOUT THE SPEAKERS:
Carl Brodie, CFP
Chief Financial Planner, Stone Owl Family Office
A recognized leader in tax-efficient wealth planning for incorporated professionals.
Chloe Yao, LLQP
Financial Advisor, Stone Owl Family Office
Specializing in integrated insurance and wealth strategies for business owners and incorporated professionals.
More information about Stone Owl Family Office can be found at www.stoneowlfo.com.
Tickets Sold Across Multiple Platforms.
Servers will be available if you would like to order drinks. Some food options are available.
Limited capacity. Events sell out fast.
Join the coaching beforehand: Unlock the next level of your real estate journey with an exclusive 1-hour Mentorship & Accountability Session led by expert investor Huong Luu. Gain deep insights into deal analysis, ask personalized questions, and walk away with practical strategies to elevate your investing game. This session is designed to provide the support and guidance you need to take action confidently - https://www.eventbrite.ca/e/october-real-estate-mentorship-accountability-session-with-huong-luu-tickets-1797127780569
RESIDENTIAL & BEYOND SERIES
Wealth Development Network (Vancouver, BC) continues our educational series of real estate investing sessions, networking, and workshops for Fall 2025 for residential and beyond. The meetups provide educational, pitch, and networking opportunities for investors who already have, or are interested in adding real estate to their portfolio.
WHERE & WHEN
Date: Tuesday October 21, 2025
Time: 6:00pm - 8:00pm + additional networking time
Location: Brewing August, 1614 W 3rd Ave, Vancouver, BC
PRICING
$15
Register by following the Eventbrite link.
A contact signup sheet at each event will be used to verify pre-purchased tickets.
Bring a friend. Tickets at the door may be available. Events are promoted across different platforms, attendee numbers shown will not reflect total registrations.
TOPICS
(Dates and topics subject to change)
January 2025 - $1.8M Forced Appreciation & Investing in Campgrounds
February 2025 - How to Get Commercial Financing for Multifamily
March 2025 - Real Estate Investing: Why Mindset Matters
April 2025 - Structure Your Deal Right, with Real Estate Lawyer Richard Ledding
May 2025 - Commercial RE - Raising Capital via RRSP/TFSA
July 2025 - Summer Break
Sept 2025 - Advantages of Working with an EMD
October 2025 - Wealth Management, Tax, & Estate Planning
Nov 2025 - Introduction to Townhouse Development
Dec 2025 - Holiday Gathering (no presentation)
ABOUT THE HOSTS
Trent Praski
As the Managing Director of Urban Edge Developments, Trent Praski has taken the lead role in over 15 projects over the past 12 years. Besides townhouse development, these projects included new single family homes, condominium conversions and land redevelopment throughout Western Canada. Trent completed his Master of Business Administration (MBA) degree in 2001 with emphasis on Marketing and International Business.
Company website: http://www.urbanedgedevelopments.ca
Harry White
CEO at Capsome Homes, a boutique real estate firm operating across Vancouver and Victoria, BC. CEO at Brightfield Labs, a fintech company. Valedictorian of his graduating university year. BA, Cognitive Science, Computer Science.
Company website: http://www.capsome.com
LinkedIn: http://www.linkedin.com/in/harryjwhite/
ABOUT WEALTH DEVELOPMENT NETWORK
Wealth Development Network is a group of business leaders sharing access to knowledge, industry news, contacts, and professional development.We are a community of highly motivated individuals dedicated to creating wealth through the acquisition,
ABOUT THE HOSTS
Trent Praski
As the Managing Director of Urban Edge Developments, Trent Praski has taken the lead role in over 15 projects over the past 12 years. Besides townhouse development, these projects included new single family homes, condominium conversions and land redevelopment throughout Western Canada. Trent completed his Master of Business Administration (MBA) degree in 2001 with emphasis on Marketing and International Business.
Company website: http://www.urbanedgedevelopments.ca
Harry White
Director of Operations at Capsome Homes, a boutique real estate firm with projects in Vancouver and Victoria, BC. Chief Operating Officer at an innovative camera hardware and software company helping builders capture and analyze high resolution construction images using AI. Valedictorian of his graduating university year. BA, Cognitive Science.
Company website: http://www.capsome.com
LinkedIn: http://www.linkedin.com/in/harryjwhite/
ABOUT WEALTH DEVELOPMENT NETWORK
Wealth Development Network is a group of business leaders sharing access to knowledge, industry news, contacts, and professional development.
We are a community of highly motivated individuals dedicated to creating wealth through the acquisition, development, and management of commercial and residential real estate.
Hosted by the Wealth Development Network, Vancouver chapter - 2025
Where is it happening?
Brewing August, 1614 West 3rd Avenue, Vancouver, CanadaEvent Location & Nearby Stays:
CAD 9.39 to CAD 17.40
