Amid a volatile economic landscape, investors must look beyond mere assets and prioritize safety and liquidity. Proactively planning for assets in the event of any changes regarding marital or family relationships should be a must for many families.
This seminar explores how to effectively manage and allocate personal and family assets in the current economy, covering topics such as dividend investment strategies, asset protection, and trust planning.
Lecture Topics
Navigating Economic Cycles: How should investors approach asset allocation and management at this stage?
Ideas that will be covered:
- How can one balance safety, liquidity, and potential appreciation of investments?
- How can you proactively protect your assets and mitigate potential impact due to changes in your marital status?
- How can professional planning be used to better protect personal and family wealth?
Keynote Speakers
Stanley Wang
Internationally Certified Trust Planner
Attorney Ye
Specialized Trust Attorney
Time of Event
Sunday, August 16, 2026
1:00 PM - 3:00 PM
Event Location
180 Duncan Mill Rd, Suite 608
North York, ON M3B 1Z6
Coffee, snacks, and refreshments will be provided for the duration of the event.
Contact person: Carolyn Wang
Phone number: 647-628-3588
Spots are limited, so please register beforehand! On-site registration will not be permitted!
We welcome any who are interested in asset allocation, family wealth protection, and trust planning to join us. Engage with professionals to discuss stocks and explore how to manage assets more securely in these times of economic instability.