Workshop: Building Financial Stability for Residents in Canada
Hosted by Amadeo Martínez from Ballast Wealth Management
Are you a resident in Canada interested in securing your financial future? Join us for an insightful workshop with Amadeo Martínez from Ballast Wealth Management, where we’ll explore key financial topics tailored specifically for residents in Canada.
In this session, Amadeo will discuss:
- Understanding Pensions in Canada – Learn how Canada’s pension system works, including eligibility, benefits, and strategies for maximizing your retirement income.
- Legacy and Estate Planning – Gain insights into effective legacy planning, including wills and estate management, ensuring your assets are protected and passed on according to your wishes.
- Transitioning to Spain – Planning to move to Spain after your time in Canada? Discover essential financial considerations and strategies to make your transition as smooth as possible, from asset management to tax planning.
At Ballast Wealth Management, we prioritize a holistic approach, ensuring our clients achieve financial stability and freedom. This workshop will provide you with personalized financial guidance, addressing common challenges and questions, so you can focus on what matters most to you.
Don’t miss this opportunity to build a strong financial foundation for your life in Canada and beyond!
Registration is required. Please, select below the number of tickets you would like to register.
Amadeo Martinez Moya, a partner at Ballast Wealth Management, is an independent Wealth Advisor and Portfolio Manager who was recently named one of Canada’s top 40 advisors under 40.
He brings a client-focused approach to investment strategy, retirement planning, and responsible investing. With a commitment to providing clear guidance through complex market landscapes,
Amadeo helps clients achieve financial goals while aligning their portfolios with personal values.
Registration is required. Please select below the number of tickets you would like to register.
Please, stay after the workshop for our end-of-the-year cocktail at the same location. Register here for the cocktail.
