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.
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.
Which events are you interested in?
Office Hours with George
You can register for specific sessions, or Contact me to register for all sessions.
Note: The recordings (minus the Q&A) will be available after the session only to those who register to attend.
October
Trapped cash: How to get money out of your company without losing half to CRA
Most business owners default to the highest-tax way of pulling money out of their own company — but how do you avoid this when you have trapped cash and want access to it without a tax disaster?
When: 7:00 pm, October 15, 2026
November to December
Peace of Mind Playbook: What your family needs to know if you’re gone
A practical, unsentimental walk-through of what your family actually needs to find if something happened to you without warning.
When: 7:00 pm, November 5, 2026
10 things to do before December 31st to save taxes
A fast, checklist-style run through the moves that actually move the needle before the year closes.
When: 7:00 pm, November 19, 2026
The Court Report, Vol. 1: Cases that could change your tax, estate or retirement plan
A plain-English rundown of recent tax and estate court decisions, and what they actually change for people planning ahead.
When: 7:00 pm, December 10, 2026
January to February
New Year’s resolutions for your financial health
Skip the gym membership. These are the resolutions that actually pay off, and they only work if you start them now.
When: 7:00 pm, January 7, 2027
Ask Me Anything: Bring your toughest tax, retirement & estate questions
An open floor for the question you’ve been sitting on.
When: 7:00 pm, January 21, 2027
OPM: How to get other people’s money to pay your tax bill
Everyone hates paying taxes, but when you can use OPM (other people’s money) to do it, it completely changes your financial future, and that of the next generation. Find out how.
When: 7:00 pm, February 4, 2027
You asked: What are trusts actually used for in generational wealth planning?
Built directly from your poll answers — how does a trust fit into generational wealth?
When: 7:00 pm, February 18, 2027
March to April
The Court Report, Vol. 2: Cases that could change your tax, estate or retirement plan
A plain-English rundown of recent tax and estate court decisions, and what they actually change for people planning ahead.
When: 7:00 pm, March 4, 2027
Managing a parent’s debt before they’re gone
A candid look at how debt actually gets settled from an estate, the mistakes families make trying to sort it out under pressure, and how to avoid this stress, all while cutting taxes.
When: 7:00 pm, March 18, 2027
Passing an inheritance to your kids without the CRA taking half
Leaving money to the next generation without accidentally leaving the CRA as a beneficiary.
When: 7:00 pm, April 1, 2027
Cars and taxes: What you can actually deduct (and who should own the car)
Vehicle deductions are one of the most-asked, most-mangled topics in tax planning — here’s what’s actually true.
When: 7:00 pm, April 15, 2027
May to June
Ask George anything: The mid-year check-in
An open floor for the question you’ve been sitting on.
When: 7:00 pm, May 6, 2027
The life cycle of a real estate investor
Your strategy — and your structure — at property one shouldn’t be your strategy at property ten.
When: 7:00 pm, May 20, 2027
Funding your retirement
For business owners at or near retirement wondering how — and how much — to pull from the company without handing over more than necessary in tax.
When: 7:00 pm, June 3, 2027
The Court Report, Vol. 3: Season finale
Closing out the season with the latest tax and estate rulings — and a look at what’s shaping up for next year. A plain-English rundown of recent tax and estate court decisions, and what they actually change for people planning ahead.
When: 7:00 pm, June 17, 2027
In-Person Events
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.