Verus Financial PresentsThe Happy Inheritor with Tom Deans
Prepare your family today for the wealth they’ll inherit tomorrow.
Introduction―Prepare your family today for the wealth they’ll inherit tomorrow.
The Happy Inheritor with Tom Deans
With Canadians set to inherit over $10 trillion in wealth over the next decade, this unprecedented wealth transfer will shape families for generations to come—for better or worse.
Join guest speaker and intergenerational wealth expert and New York Times Top 10 Business Books author, Dr. Tom Deans, as he shares key insights from his latest book, The Happy Inheritor: How Successful Families Prepare Heirs and Transition Wealth. Dr. Deans explores how leading advisors use facilitated family meetings to help heirs navigate their inheritance responsibly, ensuring wealth strengthens rather than divides families.
This exclusive event offers a rare opportunity to learn how successful families approach estate and succession planning to preserve their legacy while avoiding conflict and strained relationships.
All attendees will receive a free copy of Tom Dean’s latest book, The Happy Inheritor.
The Details
Where
The Vancouver Club in the SFU room
915 W Hastings St, Vancouver, BC V6C 1C6
When
Date: Thursday, May 29th
Time: 5:00pm to 7:00pm
Why
Inheritance is more than just a financial transaction—it’s an opportunity to create a meaningful legacy.
More details
What you should know:
Join Tom Deans and Verus Financial for an engaging discussion on how families can navigate wealth transition. Tom will explore the role of facilitated family meetings in preparing heirs, ensuring that wealth strengthens rather than divides families.
Topics:
- The power of family meetings in wealth transfer
- Preparing heirs to manage and preserve wealth
- Avoiding family conflict over inheritance
- Building a lasting legacy through responsible transition
Tom Deans, Ph.D., is the author of Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth, selected by The New York Times as one of the Top Ten Books Business Owners Should Read.
With more than a million copies in circulation, Every Family’s Business is the best-selling family business book of all time. The sequel, Willing Wisdom, is also an international best-seller that answers the question: “How prepared is your family to inherit?”
His research and thought leadership on the subjects of wealth transfers, preparing heirs, and family dynamics have made him an in-demand speaker and webinar presenter. Since the release of his first book in 2008, Tom has delivered more than 1,000 paid speeches in 25 countries. He has also provided advanced training to
advisors employed by the world’s largest financial institutions, law firms, and accounting firms.
Verus Financial is a leading wealth management team based in Vancouver, BC, serving a select group of affluent families, individuals, and business owners across Canada. With roots dating back to 1985, Verus Financial understands the complexities of family dynamics, being a multi-generational, family-run practice that has prospered through the years, adapting to the ever-changing needs of its clients.
Our Key Areas of Service:
- Investment Management
- Financial Planning
- Insurance and Estate Solutions
- Philanthropy
Guests will find meter parking behind the Club along West Cordova Street. Underground parking is available in the EasyPark Parkade at 900 West Cordova Street.
Register Today!
Fill out your information below to RSVP to this event.
About Us
Verus is the classical Latin word that means true, well-founded, real and genuine. This word explicitly describes Verus Financial. We have a true wealth management process combined with well-founded research that produces real results by a dynamic group of genuine professionals.
Our dynamic and comprehensive wealth management approach is uniquely designed around your specific goals and dreams. We do this with integrity, passion, and a relentless commitment to goal attainment.