Build, Protect, and Scale Your Future in Cornwall.
Join us at the Cornwall Wealth & Growth Summit, an exclusive, half-day event designed to equip local business owners and newcomers with high-level strategies for insurance, investments, and private equity.
Time: 1:00 PM – 4:00 PM EST
Location: Benson Centre- Automotive Room, Cornwall, ON
Hosted By: Let's Talk Insurances & Trinity Solutions Team
The Rules of Wealth Building Are Evolving.
Whether you are an established Cornwall entrepreneur looking to scale your operations, or a newcomer laying down strong financial roots in Canada, navigating the financial landscape requires strategy, protection, and the right network.
At the Cornwall Wealth & Growth Summit, we are bringing industry experts directly to you. Stop guessing and start strategizing.
What You Will Learn:
- The Pillars of Protection: Discover how to safeguard your corporate assets, protect key personnel, and minimize liabilities with expert insights from the Beneva team.
- Smart Market Investments: Learn how to optimize corporate tax structures and build personal wealth that outpaces inflation.
- Demystifying Private Equity: Understand how lower-mid-market businesses can raise alternative capital, prepare for acquisition, and scale exponentially.
- Strategic Networking: Connect directly with fellow local business owners, financial experts, and ambitious newcomers in the Cornwall community.
Who Is This For?
Established Business Owners
Wanting to protect their assets, optimize cash flow, and explore private equity for their next stage of growth.
Newcomers & Aspiring Entrepreneurs
Seeking a clear, welcoming environment to understand the Canadian financial system and build a localized professional network in Cornwall.
Agenda Overview
- 1:00 PM – Welcome, Coffee & Open Networking
- 1:20 PM – Opening Keynote: The Vision for Cornwall’s Growth
- 1:30 PM – Session 1: Asset Protection & Market Investments (Presented by Beneva)
- 2:20 PM – Session 2: Scaling Up & Private Equity Strategies
- 2:50 PM – The Strategy Panel & Live Audience Q&A
- 3:40 PM – Extended Networking Mixer
Meet Your Speakers
Segun Samuel
Financial Consultant | Trinity Solutions Team
Dedicated to providing Cornwall with tailored cash-flow strategies, insurance advisory, and comprehensive financial planning.
Barry Rubin
Expert in Insurance & Business Development| Beneva
Sharing actionable strategies on corporate asset protection and navigating current market trends to optimize your wealth.
Shant Menasian
Expert in Investments & Business Development | Beneva
Providing high-level insights into strategic wealth building, minimizing liabilities, and sustainable financial growth.
Guest Speaker
Private Equity & Business Scaling Expert
Breaking down valuation basics and alternative capital approaches for growing and scaling lower-mid-market enterprises.
Secure Your Spot Today
Seats are highly limited to ensure quality networking and Q&A time. Register today to secure your spot!