Empowering Your Financial Future: Wealth Management, Digital Risks, and International Tax Insights
We have been hosting client reviews and planning meetings using web-based meeting software for many years. It has been hard not to be jealous as we see our clients enjoy the winter weather of Mexico while we remain bundled up in our offices in Canada. Well, this year, we are changing things. Our flights are booked, and in early 2025, we are coming to Mexico to work.
Mexico has long been a haven for individuals seeking the perfect blend of lifestyle and security, particularly for Canadians escaping the winter chill.
However, navigating the unique challenges that come with managing wealth across borders requires expert guidance. That’s where North Road Investment Counsel, in partnership with Trowbridge international tax advisors, is stepping in.
These events, hosted in the picturesque marina district of Puerto Vallarta, offer a rare opportunity to gain cutting-edge and in-person insights into wealth management, digital risk mitigation, and international taxation.
Managing the Six Big Money Risks in Retirement
Retirement brings a unique set of financial challenges that require thoughtful strategies to navigate. This workshop focuses on helping successful Canadians manage their wealth effectively while enjoying life in both Canada and Mexico.
Drawing from years of experience in financial planning and investment counsel, this session will explore the key risks that need to be considered for those building wealth for and those who are spending wealth in retirement.
Attendees will learn practical investment and planning strategies designed to help retirees confidently draw dollars and pesos from their portfolios, sustaining their desired lifestyle while mitigating financial uncertainties.
The Critical Role of Digital Risk Mitigation
As we become more digitally connected, the risks associated with cybercrime and identity theft grow exponentially. For individuals managing significant wealth, these threats are amplified.
Seminar sessions focus on:
• Recognizing and mitigating cybersecurity threats.
• Employing tools to protect sensitive financial data.
• Building a robust digital defense strategy to safeguard your legacy.
In today’s world, understanding and countering digital risks is no longer optional; it’s essential to wealth preservation.
Navigating the Complexities of International Taxation
For Canadians enjoying extended stays in Mexico or considering shifting their residency away from their home country, the interplay between Canadian and Mexican tax systems can be daunting.
This workshop provides straightforward, actionable advice on:
• Avoiding double taxation through proper planning.
• Complying with residency-based tax obligations.
• Leveraging international tax treaties to your advantage.
Experts from Trowbridge will bring deep knowledge of these systems, empowering attendees to make informed decisions and minimize their tax liabilities.
Why Attend?
1. Expert Insights: Gain access to wealth managers, cybersecurity professionals, and international tax advisors with decades of experience.
2. Interactive Sessions: Benefit from engaging, Q&A-driven seminars that address real-world scenarios.
3. Networking Opportunities: Connect with like-minded Canadians who share your financial aspirations and cross-border lifestyle.
4. No Pressure: Our respective firms sell service and advice, and that is it.
We are coming to Mexico to connect with our clients, and we would love the opportunity to meet you as well.
Event Details
Where? The Marriott Puerto Vallarta Resort
When? January 13, 2025, and February 24, 2025, (morning and afternoon sessions)
For more details and registration, visit North Road Investment Counsel’s event page.
