Protecting your estate & maximizing wealth transfer for Indigenous Community. In Canada, 54% of Canadians live paycheque to paycheque and over 60% are not on track to saving enough for retirement or have no retirement savings. Beyond working hard, financial literacy creates a pathway to work smarter so we can have a foundation for generational wealth.

This session will build on how we reduce the impact of taxes on wealth transfer in and outside of the reserve, how we can protect and preserve our estate & action steps for Indigenous families to implement these strategies with their families. This event will be for you if you are interested in understanding what is generational wealth, how to build and protect your estate through tax strategies as well as various strategies to transfer wealth in the Canadian financial system.