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TIMC WEALTH PRESERVATION FORUM
Spring 2025
Porto, Portugal

Marriott Renaissance Lapa Hotel
VENUE: Marriott Renaissance Lapa Hotel

Exclusive Forum by ''Invitation Only''

Designed to transform the way High Net Worth Individuals preserve their wealth

 Seamlessly delivering Investment and Citizenship solutions under one umbrella

Registration Fee:
 €1,499

REGISTER NOW TO SHOW YOUR INTEREST IN PARTICIPATING IN THIS EVENT


Synopsis
 
TWPF is a distinctive and exclusive by “Invitation-Only” event designed to meet the needs of TIMC’s High Net Worth clientele of families, entrepreneurs and investors, keen on preserving their family’s wealth and protecting their future in a holistic approach, by geographically diversifying their assets and citizenships across the globe. TWPF will present an array of carefully selected financial and real estate investment products as well as multiple residency and citizenship solutions by its trusted and reputable partners, all collaboratively showcasing in a one boutique-style micro-conference.
 
As a registered Exempt Market Dealer through the Canadian Securities Administrators, TIMC Securities offer our accredited investors access to exclusive financial products such as hedge funds, real-estate funds and diversified income funds. And as a licensed Citizenship & Immigration firm in several jurisdictions, we have been offering our investors access to second residency and citizenship by investment solutions worldwide. In today’s global uncertainty, TIMC’s Wealth Preservation Forum offers high-level presentations and interactive discussion sessions featuring prominent thought leaders, government bodies, leading hedge funds, real estate funds, diversified income funds and investment migration experts from USA, Canada, EU and Caribbean Islands.
 


Learn about

 Mitigating Emerging Risks Threatening HNWI Wealth Preservation Strategy

 Public Capital Exodus to Private Capital Markets Explained

 What you need to know About Future of Residency and Citizenship by Investment

 Pitfalls of Generational Wealth Preservation Strategies

 Navigating Capital Mobility & Foreign Currency Restrictions in Todays Regulatory Environment

 Solutions to Travel Mobility Challenges

 Benefits to Having Multiple Residences in Multiple Jurisdictions 


benefit from

 Networking with like-minded HNWI entrepreneurs investors, and business owners

 Sharing experiences and learning from each others best practices

 Listening to influential and internationally recognized speakers and industry leaders

 Updating your knowledge on latest wealth preservation strategies and trends

 Meeting one-on-one with our financial hedge funds, real estate funds & income funds partners

 Meeting one-on-one with multiple residency and citizenship advisors

 Combining all-the-above with our VIP excursion of the Douro River and City of Porto tour


eXPERT SPEAKERS


Dr. Rola Dagher
Dr Dagher

Keynote Speaker

Appointed the Order of Canada 2023

 Recipient of the illustrious International Horatio Alger Award 2023

CRN Women of the Year 2023, Top 100 Executives, Power 100, Inclusive Leaders

 One of Canadas Most Powerful Women: Top 100

 One of the 2020 Top 25 Women of Influence by WXN

One of the 50 Most Influential Channel Chiefs of 2022-23 by CRN

Technology Executive, Disruptor and Public Speaker


dR. bESSMA mOMANI
Dr Momani

Expert Speaker

 Associate Vice President, International at University of Waterloo

 Full Professor of Political Science at University of Waterloo

 Senior Fellow at the Centre for International Governance and Innovation (CIGI)

 Fellow at the Arab Gulf States Institute in Washington, D.C.

 Governor of the International Development Research Council

 Former Consultant to the International Monetary Fund

 Prominent contributor to International Media on International Affairs 

 

Mr. david YounG

 
Mr Young

Expert Speaker

Managing Director of Oxford Analytica, UK

One of the worlds leading geopolitical analysis and advisory companies

Young worked across the sectors of international security, technology and emerging market development

BA in government from the college of William and Mary

MA in intelligence security from Kings College, University of London

 MBA from the McDonough School of Business, Georgetown University


Mr. Doug Bedard
Doug Bedard

Expert Speaker

President of Bedard Capital Solutions Ltd

VP Sales & Business Development for CRCL Capital Corporation

Former Partner, CCO and VP at MNP Corporate Finance

Former Chair & Director on the board of the Private Capital Markets Association of Canada

MBA and Certification in the Partners, Directors and Senior Officers (PDO) program from Athabasca University

Registered dealing representative in BC, Alberta, Saskatchewan and Ontario


Agenda

DAY 1

8:00 - 9:00      Breakfast & registration
9:00 - 9:10      Opening Remarks
9:10 - 9:20      President’s Welcome Note
9:20 - 10:00    Keynote Speaker

10:00 - 10:40  Economist Expert
10:40 -11:10   Networking Break
11:10 - 12:00  Panel Discussion
12:00 - 13:00  Lunch

13:00 - 13:25  Geopolitical Expert
13:25 - 13:45  Gold Sponsor Presentation
13:45 - 14:30  Panel Discussion
14:30 - 15:00  Networking Break

15:00 - 15:20  Gold Sponsor Presentation
15:20 - 16:00  Panel Discussion
16:00 - 16:30  Banking Expert
16:30 - 17:00  Panel Discussion
 
19:30 - 22:00  Cocktail Reception

DAY 2

8:00 - 9:00      Breakfast
9:00 - 9:30      Sharia Compliance Expert
9:30 - 10:15    Panel Discussion
10:15 - 11:00  Panel Discussion

11:00 - 11:30  Real Estate Expert
11:30 - 12:00  Gold Sponsor Presentation
12:00 - 13:00  Lunch

13:00 - 13:40  Panel Discussion
13:40 - 14:10  Panel Discussion
14:10 - 14:30  Interactive Q&A
14:30 - 15:00  Closing Remarks and Testimonials

15:00 - 19:00  One-on-One Partner Meetings 


Our partners

 


GOLD Sponsors


With more than 30 years of experience in the residency by investment industry, Mercan gained the support of leading hospitality brands like Marriott, Hilton, and Wyndham to successfully launch their hotel projects. With the ambitious vision of rehabilitating iconic buildings, Mercan continues to contribute to Portugal’s economic boost with more than 1.2 billion Euro investment since 2016. 

 


Walton Global is a land asset management and global real estate investment company focused on pre-development land in the path of growth. Founded in 1979, Walton currently manages US $3.3 billion of real estate assets on behalf of investors from more than 83 countries. They are offering EB-5 services that provides opportunities for applicants from across the globe to invest in US based development projects.


Silver Sponsors
If you are interested in becoming a sponsor, please contact the event organizer, Ms. Ranya Agha: ragha@timc.ca  Mobile: +1 416-670-7776
 

REGISTER NOW TO SHOW YOUR INTEREST IN ATTENDING THIS EVENT

1155 Metcalfe Street, Suite 1500
Montreal - QC - H3B 2V6 - CANADA

T.+1 514-393-3936 - contact@timc.ca