Advisor's Circle

Many families spend decades building wealth, yet far less time discussing its purpose, the values behind it, and the impact it can have on future generations and the community.

Join Mark Aloysius, a Pickering resident and Portfolio Manager with Newport Private Wealth, for an engaging discussion on the financial and personal decisions that shape a lasting legacy. He will be joined by Daniel Strickland, Director, Tax and Estate Planning at Newport Private Wealth, whose practice focuses on complex tax, estate, and charitable planning strategies.

This intimate conversation will explore how families can navigate wealth, philanthropy, and legacy with intention. Blending practical planning strategies with real-world experience, attendees will gain insights into having meaningful family conversations, preparing future generations for stewardship, and creating lasting impact through charitable giving.

Topics will include

• Family, Wealth & Stewardship: Navigating conversations about wealth, values, and responsibility.
• Purpose, Philanthropy & Legacy: Using charitable giving to create lasting family and community impact.
• Tax-Smart Giving Strategies: Gifts of securities, donor-advised funds, and charitable bequests.
• Estate & Legacy Planning: Aligning wealth transfer and charitable goals.