Join Us for an Exclusive Evening
Hosted by
Whitney Hammond, CFP, CLU with her Special Guest, Kelly Ross, CPA

Sovereign Wealth Management presents an exclusive event, “Keys to the Vault,” a dinner and presentation designed for women who have already achieved financial success and are ready to take their wealth management to the next level.

Is This Event for You?

This event is meticulously crafted for accomplished women who:

• Have created their own financial success
• Have complex financial needs that require multifaceted solutions
• Understand the importance of finding exceptional financial guidance

If these criteria resonate with you, then “Keys to the Vault” is the perfect opportunity to further empower yourself with the knowledge and strategies needed to make sound financial decisions for your business and personal wealth.

What to Expect

• Gourmet Dinner: Enjoy a 5-star dining experience with like-minded women.
• Insightful Presentation: Learn from Whitney Hammond, a renowned expert in wealth management, about how to build and protect your wealth.
• Exclusive Networking: Connect with other affluent women who share your financial goals and challenges.

Why Attend?

In today’s world, women are increasingly taking the reins of financial decision-making both at home and in their businesses. It is crucial to empower yourself with the knowledge to navigate complex financial landscapes and ensure your wealth continues to grow and support your aspirations.

Don’t Miss Out!

Secure your place at this ultra-exclusive event and unlock the keys to your financial vault. Remember, this event fills quickly, so act now to reserve your spot.

‘Keys to the Vault’ Event Questionnaire

Thank you for your interest in attending our exclusive dinner and presentation. To ensure this event is a perfect fit for you, please answer the following questions. Your responses will help us understand your financial journey and how we can best serve you.

**Once you have answered the questions you will receive an email confirmation that your form was submitted. We will review your answers and be in touch soon.

About
Whitney Hammond, CFP, CLU

Whitney is dedicated to helping accomplished women build unshakeable wealth. With her expertise, you can trust that your financial future is in exceptional hands. Whitney’s approach is tailored to the unique needs of affluent women, providing the guidance necessary to navigate and manage complex financial situations.

She is the principal of Sovereign Wealth Management Inc., and has been in personal practice for 27 years. Whitney is a frequent speaker at events focusing on estate planning and financial empowerment for women.

With exceptional knowledge in wealth accumulation and preservation, Whitney and her team coach clients to build solid financial plans that include tax and estate planning, testamentary trusts, tax-sheltered growth plans, and, for business owners, comprehensive succession plans and exit strategies. Her expertise in wealth management and her focus on delivering effective programs have allowed her to build trusting, intergenerational relationships with her clients.

As the founder of the “From Wallet to Wealth” program, Whitney empowers women to achieve financial independence through education and strategic planning. This initiative is dedicated to helping women build lasting wealth and break free from patterns of financial dependence. Additionally, Whitney leads “Keys to the Vault,” an exclusive event series designed for accomplished women looking to elevate their wealth management strategies. These events provide an intimate environment for attendees to gain insights into advanced financial tools and connect with like-minded individuals.

Through her initiatives and practice, Whitney is committed to transforming financial futures and equipping her clients with the tools they need to thrive across generations.

About
Kelly Ross, CPA

Kelly Ross is the Managing Director and CEO of Ross Professional Corporation. She is a member of CPA Canada leading with strength, knowledge and passion, having over 20 years of experience in accounting and taxation. Through her career she worked in a multi-national CPA firm, then moved on to be a subject matter expert for development of an accounting program at a college. She is also the founder and Managing Director at TPS Tax and Accounting in Oakville.

Kelly’s interest and passion for accounting came from her mother whose career was in the accounting realm. Kelly has a love for the arts and entertainment industry, which stemmed from having a father who had talent and love for music. Kelly herself played the piano, trumpet and was a dancer through her early years. Now in her downtime, Kelly can be found around the hockey rinks supporting her daughter’s hockey team and following her nephews in their live band performances. She is truly a people person and has a special skill making everyone she meets feel special.