Nobody’s ever gotten excited about a tax seminar…well except me! But that’s not really what this is. These events focus on strategy: the retirement, structuring, wealth building, and estate planning conversations that rarely happen in a rushed appointment once a year, if they happen at all. As my practice moves toward advising on strategy exclusively — working alongside your existing accountant, lawyer, and financial advisor rather than replacing them — my Office Hours with George sessions are where I share that same thinking, out loud, with real estate investors, business owners, medical professionals, and anyone thinking seriously about retirement, building wealth, or protecting what they’ve built.
I run these in a few formats throughout the year: webinars, in-person panels, and smaller roundtable sessions, because not every conversation fits the same room. Below is what’s coming up. Don’t see a topic that fits your situation? Tell me what you’re working through, and I’ll build a session around it.
The goal is simple: give you… and the people already advising you…something worth acting on.
Which events are you interested in?
Office Hours with George
You can register for specific sessions, or Contact Me letting me know you’d like us to register you for all the sessions and we can do this for you.
Note: The recordings (minus the Q&A) will be available after the session only to those who register to attend.
September
What’s your retirement about and how does it impact me?
Have questions for me about my announcement in July? Get the answers you need.
When: 7:00 pm, September 10, 2026
Format: Open Q&A
Before you write that cheque: Questions sophisticated investors use to kickstart due diligence
Private deals often involve risks that many investors underestimate or are unclear on how to evaluate. In this session, we talk about due diligence questions you can use to start evaluating private opportunities before committing capital.
This is NOT intended to be a final framework for evaluating deals but a conversation to get you started on asking important questions.
When: 7:00 pm, September 24, 2026
Format: 40 min webinar plus 20 min Q&A
In-Person Events
Protect It. Grow It. Pass It On.
A Retirement & Estate Planning Power Panel
Five professionals. One room. Your retirement, wealth, and estate questions answered.
Date: Saturday, September 26, 2026
Time: 10:00am to 12:00 pm
Where: Windsor (in-person)
Exclusive: An evening of wine with the experts
Wine tasting, thoughtful conversation and an expert Q&A
Join an exclusive evening that combines wine tasting and food with a relaxed discussion about private equity, wealth and planning. Bring your questions for an open Q&A with the panel, which includes Justin Janas, CFA, CAIA, Vice President, Private Wealth Canada, and myself. (Thank you for the invitation to speak at the event goes to Olga Malinka, RBC Private Wealth.)
Date: Wednesday, October 14, 2026
Time: 5:30 to 8:00 pm
Where: Oakville (in-person)
Previous topics on Office Hours with George
See the full list of previous Office Hours with George topics.
If you’re interested in one of our past sessions, Contact Me.
Roundtable Sessions
We are hosting a series of intimate and interactive roundtable sessions of 5 to 10 people in the Kitchener-Waterloo, Cambridge, Burlington, London and Windsor areas with select clients and contacts. The sessions, 2 hours in length, will revolve around a specific topic of interest to the attendees, in a relaxed atmosphere. They will provide the opportunity for in-depth and personalized discussion to help you overcome obstacles to saving taxes, growing wealth and protecting your assets using the unique wealth building tools that my team and I can bring to you.
Interested in having me speak at your event?
Are you interested in having me speak at your event – either online or in person? Whether a regular meetup, a conference, a roundtable organized for your office, or more, please contact me today.
Check out examples of topics. If you’re looking for a specific topic, I’m happy to work with you to tailor a session that fits your needs.
Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.