Sovereign Wealth Management Inc.
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03/16/2026
🌟 Keys to the Vault: An Exclusive Dinner for Accomplished Women
đź“… March 17th | An evening of strategy, connection & financial clarity for business owners
Is this for you?
This private dinner is for women who:
âś… Have created their own financial success
âś… Navigate complex financial landscapes
âś… Value high-level, strategic guidance
Hosted by:
Whitney Hammond, CFP, CLU — a leading voice in women’s wealth and estate planning with 27+ years of experience guiding clients to financial independence.
Kelly Ross, CPA — a seasoned tax and accounting expert known for making complex strategies clear, with over 20 years in the field.
🍷 Join us for deep conversations, elevated insights, and powerful connections with like-minded women.
👉 Spots are limited — send me a DM to secure your seat.
10/28/2025
Do you have an EXIT STRATEGY in your business?
This is so important that we broke it down into a 2-part episode!
Death, disability and retirement are 3 almost inevitables. Tune into this very important episode for corporate business owners.
Join the CEO of SWM, Whitney Hammond CFP CLU, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Ross Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
Available on iTunes & Desktop: https://podcasts.apple.com/tw/podcast/exit-strategy-in-your-business-part-1/id1800524202?i=1000733367916&l=en-GB
You’ve worked incredibly hard. You’ve built your career, saved diligently, paid your taxes, maybe made a few investments along the way. But without an overall wealth strategy, it’s hard to see the big picture.
Ready to take control of your wealth?
At the Keys to the Vault dinner with Whitney Hammond & Kelly Ross we’ll help you design a clear wealth trajectory—so you can grow, protect, and enjoy your wealth.
We build the fortress. YOU keep the key.
https://sovereignwealth.ca/keys-to-the-vault/
10/08/2025
Catch up on some of our latest episodes of the Keys To The Vault podcast with Ross of Ross Professional Corporation
Smart women get in the know and take control of their life & finances. And we want to share all the wisdom with you, to help you get ahead!
We have NEW episodes coming out this week!!!!!!
But in the meantime, here are some episodes who have been super helpful with our listeners:
FAMILY RELATED:
🎧 Ep 7: Using a trust in your financial planning
🎧 Ep 8 How Parents & Grandparents can help their Children Invest in their First Home
🎧Ep 10 Understanding Estate Taxes
BUSINESS RELATED
🎧Ep 3: Keys To The Vault: Should I incorporate?
🎧Ep 15 Making Your Corporation Work For You
🎧Ep 5: Burn Rates & Budgets
Listen in on iTunes or Desktop!
https://podcasts.apple.com/us/podcast/keys-to-the-vault-podcast/id1800524202
Click here to claim your Sponsored Listing.
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Contact the business
Website
Address
627 Guelph Line
Burlington, ON
L7R3M7
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |
