About this Event
The Investment & Wealth Strategy Summit is a private, full-day Saturday forum designed for individuals seeking a deeper, more strategic understanding of investing and long-term wealth planning.
This immersive experience brings together education, expert insight, and practical application, equipping attendees to make informed, forward-looking financial decisions with confidence.
What to Expect
Fundamental Topics
- Real estate and interest rate outlook for 2026
- Structuring your portfolio for tax efficiency
- Comparing real estate investment opportunities, including differences in return potential and risk profiles
Interactive Workshop
- Create a personalized 10-year financial game plan aligned with your long-term goals and lifestyle vision
Investment Opportunities Covered
- Residential real estate investing
- Commercial and multi-family properties
- Multi-plex development opportunities in Vancouver
- Mortgage Investment Corporations (MICs) and private lending
- Tax-sheltered insurance-based investment strategies
- Private equity
The summit is designed to help you build a clear, strategic financial roadmap for 2026 and beyond, combining proven principles with current market perspectives. This is an opportunity to step back from day-to-day decision-making, gain clarity, and align capital with long-term goals.
Why You Should Attend
This is a private, invite-only forum for individuals who value clarity, disciplined strategy, and informed decision-making.
You’ll gain:
- A clear framework for evaluating investments and structuring long-term wealth
- Direct access to experienced professionals across key asset classes
- Practical insight to help you plan confidently for 2026 and beyond
It’s a curated, high-level environment designed for thoughtful investors who want perspective, precision, and strategy.
Investment:
- Early Bird: $179 per ticket
Limited
Regular Admission - $299 per person
Agenda
🕑: 08:30 AM - 09:00 AM
Arrival & Registration: Morning refreshments and networking
🕑: 09:00 AM - 12:00 PM
Morning Session: Foundational perspectives on investing and wealth strategy
🕑: 12:00 PM - 02:00 PM
Lunch Buffet: Selection of sandwiches, fresh seasonal salads, and soup
🕑: 02:00 PM - 05:45 PM
Afternoon Session: Expert insights across multiple investment strategies. Q&A
🕑: 06:00 PM - 07:00 PM
Evening Reception: Networking with speakers and fellow attendees
Event Venue & Nearby Stays
Pinnacle Hotel Harbourfront, 1133 West Hastings Street, Vancouver, Canada
CAD 179.00 to CAD 299.00











