Please join BDO Canada, Newport Private Wealth, and Leyland & Matters Insurance for an exclusive evening focused on one of the most important challenges facing Canadian business owners and affluent families today: planning for the transfer of wealth, leadership, and legacy across generations. 

As the largest intergenerational wealth transfer in history continues to unfold, many families are asking essential questions. If something unexpected happened tomorrow, would your family be prepared, or would they be left to make decisions without your guidance? How can you create clarity and confidence for the next generation? 

Join fellow business owners, family leaders, and trusted advisors for candid discussions, practical insights, and meaningful networking. Key topics will include succession, estate planning, family governance, and long-term wealth preservation. 

Agenda

5:30 - 6:00 p.m. | Networking Reception
6:00 - 6:30 p.m. | Expert Panel Discussion
6:30 - 8:30 p.m. | Dinner, Networking and Facilitated Table Conversations

Featuring specialists in tax, wealth management, and insurance planning, this interactive event is designed to foster open dialogue and the exchange of perspectives among peers facing similar decisions.