Legacy starts with conversation
Talking about retirement, legacy and money can feel overwhelming—but it doesn’t have to. With the right tools, these conversations can strengthen family bonds and create clarity for generations to come.
This three-part virtual series hosted by Serena Hak, Wealth Advisor, CI Private Wealth, features Toronto’s leading experts in wealth, law, and legacy planning. Whether you’re planning for retirement, thinking about your legacy, or simply curious about how to talk about money and values with your loved ones, this series is for you.
Each session offers practical tools and insights to help navigate life’s most important financial conversations with confidence and compassion.
Why attend?
- Gain clarity and peace of mind with strategies you can use today to support your legacy and financial goals in the future.
- Feel confident knowing you and your loved ones are prepared for life’s most important financial decisions.
- Prevent conflict and strengthen unity by gaining tools that foster open, value-based family conversations.
Series overview
Session 1: The human side of financial planning
Connecting financial planning with family values
Date: Thursday, October 16, 2025
Time: 12:30 – 1:30 PM EST
Featuring: Candice Jay, Wealth Advisor, CCL Private Capital
Financial planning isn’t just about numbers—it’s about people.
In this session you will learn:
- How to talk about money across generations
- How financial planning can be linked with family values
- 3 strategies to help you feel more confident about your family’s financial future
Session 2: The power of a family constitution
A practical tool to align across generations
Date: Thursday, November 20, 2025
Time: 12:30 – 1:30 PM EST
Featuring: Natasha Smith, Charity & Non-Profit Lawyer, and Samantha Prasad, Private Client, Tax & Trust Lawyer, Cassels Brock & Blackwell LLP
A family constitution is a practical and empowering tool that helps families stay aligned, reduce misunderstandings and preserve what matters most.
In this session you will learn:
- Practical strategies to reduce family conflict and improve communication
- Insights into how a family constitution can foster unity and safeguard your family’s values
- Tools to get started
Session 3: It all begins with family conversations
Navigating tough topics with mutual understanding
Date: Tuesday, January 20, 2026
Time: 12:30 – 1:30 PM EST
Featuring: Shauna Trainor, Principal, A&O Partners LLP
The hardest conversations — those about legacy, inheritance, and values — are often the most important.
In this session you will learn:
- A step-by-step approach to legacy conversations
- How to include the next generation
- Managing tension with compassion and clarity
Questions? Contact Jennifer Tupan at [email protected]