Why is the Family Office the Future of Financial Services?

On June 5 at 10 am CT we invite you to join practicing Real Wealth Managers™ as they share their “why” that lead them to build their own family offices and practice within the RWM™ framework in order to help Canadians achieve financial peace of mind. How can you be part of transformative change in the financial services industry with your own family office focused on collaborative, future-oriented, financial planning? Learn more at this complimentary event and take advantage of a pre-event enrolment offer to enrol in the program and save $500 only until May 31!

This pre-event offer ends at the end of the month! Register now with code 24REALWEALTH

(cannot be combined with any other offer, all taxes extra)

Join the Society of Real Wealth Managers Meeting of the Minds to learn about the benefits of professional collaboration to enhance your value proposition, and how you can build your own Real Wealth Management office of the future on June 5 at 10 am CT.

RSVP here!

Who is the Real Wealth Manager™?

Advisors authorized to use RWM™ behind their names have a deep and broad understanding of both the behavioural and financial skills required to manage family wealth over several generations. Using extensive skills in providing tax efficient Real Wealth Management services, clients are presented with an unparalleled opportunity to work with a primary advisor who has assembled a trusted team of specialists to help guide financial requirements throughout various family lifecycles. In collaboration with the family, the RWM™ develops a strategy and follows a process to manage inter-generational wealth on an after-tax basis. This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team is then responsible for the stewardship of wealth from one generation to the next.

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Your Meeting of the Minds Experience

1. Attend the Live Session – attend this complimentary live-virtual event, hosted by practicing Real Wealth Managers™. Can’t attend live? Sign up to access the recording after the event!
2. Take the Free Trials - Access your RWM™ Program Trial and Tax Tip Toolkit Trial (includes RWM™ Discovery Calculators and EverGreen Explanatory Notes)
3. Check out your tuition offers in your online environment. Membership to the Society of Real Wealth Managers™ is complimentary to undergrads during their study period.

RSVP here!

Meet the Society of Real Wealth Managers™ 2024 Members! Learn more by visiting the brand new Member Directory.