A gathering to learn and socialize with other Canadians experiencing winters in Mexico.
Workshop Series for Successful Canadians
At the Marriott Puerto Vallarta Resort
January 13, 2025 and February 24, 2025
We are thrilled to invite you to our exclusive in-person workshops held at the beautiful Marriott in Puerto Vallarta. This event is designed to provide you with valuable insights, hands-on learning experiences, and the opportunity to connect with industry experts and fellow enthusiasts.
Join us for a series of sessions that cover a wide range of topics on January 13, 2025 and February 24, 2025. Our sessions will feature three exciting events combined into one comprehensive experience that you can join in either the morning or evening.
Don't miss this chance to enhance your skills, network with like-minded individuals, and enjoy the stunning surroundings of Puerto Vallarta!
Registration and event details provided below.
Managing the Six Big Money Risks in Retirement
This workshop will highlight investment and planning strategies for successful Canadians as they draw dollars and pesos from their portfolio.
Speakers
Understanding Digital Risks in 2025
This workshop will present actionable steps to make your life safer both in Canada and Mexico while you live your digitally connected life.
Speakers
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President, Portfolio Manager
Marshall brings over 25 years of experience in the financial services industry, starting his career as a bank teller at Alberta Treasury Branches while attending university. His journey has since evolved, leading him to his current role as leader at North Road. With a Bachelor of Commerce, majoring in Finance from the University of Alberta and the designation of Chartered Financial Analyst (CFA®), Marshall has built a deep expertise in wealth management.
Outside of his professional life, Marshall enjoys travelling, playing padel tennis next to his winter home in Mexico, and experiencing great music at places like The Winspear and the Edmonton Folk Music Festival. Some of his favourite moments are spent with his three children and his wife’s two children, gathering around the fire at their cottage on Lake Wabamun.
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Digital Risk Advisor
Having graduated with an AEC in Object-Oriented Programming and Web Technologies from Cégep de Rosemont in Montreal, Mykhailo brings a strong technical foundation to the team. In this dynamic world of cyber threats, he is committed to helping clients stay safe online by providing tailored advice to safeguard their digital assets. When he's not enhancing our clients’ digital defenses, Mykhailo enjoys training in martial arts such as Brazilian jiu-jitsu or rock climbing with his friends.
Navigating International Tax Issues for Canadian Nationals & Expats in Mexico
This workshop covers tax strategies for moving to or from Canada, expat retirement planning, and key insights on owning, selling, or renting property in Canada and Mexico.
In partnership with Trowbridge
Speakers
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Managing Director, Private Client Services, Trowbridge
As an experienced Canadian Chartered Professional Accountant, Certified Financial Planner and a U.S. Certified Public Accountant, Wayne leads the Private Client Division at Trowbridge and thrives on problem solving and making complex tax matters less daunting for his international clients. Having worked extensively in Canada, the U.K & Mexico with travel to over 90 countries, Wayne joined Trowbridge Professional Corporation in 2002 with a vision to give the firm a global platform by educating and advising expatriates on their personal tax needs.
Wayne is frequently sought out as a panelist and subject matter expert, presenting worldwide on tax compliancy issues and tax obligations for expats living and working abroad.
Registration
To sign up for either the morning or evening sessions, simply click the button below. Fill out the registration form with your details and submit it to secure your spot.
We look forward to seeing you there!
January 13, 2025
9:00 AM - 12:00 PM
5:00 PM - 8:00 PM
February 24, 2025
9:00 AM - 12:00 PM
5:00 PM - 8:00 PM
Local Contact
For more information about the events, please reach out to Kerry Sherman, our Mexico Events Manager, based in Puerto Vallarta
Marriott Puerto Vallarta Resort
Av Paseo de la Marina Nte 435, Marina Vallarta, 48335 Puerto Vallarta, Jal., Mexico
Event Associates
