Sovereign Wealth Management Inc.

🌟 Keys to the Vault: An Exclusive Dinner for Accomplished Women

📅 March 17th | An evening of strategy, connection & financial clarity for business owners

Is this for you?

This private dinner is for women who:
✅ Have created their own financial success
✅ Navigate complex financial landscapes
✅ 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.

✨ Our First Keys to the Vault Dinner of the Year ✨

We’re excited to kick off the first Keys to the Vault dinner event of the year on Tuesday, March 17th, featuring special guest Kelly Ross of Ross Professional Corporation

This exclusive evening is designed for financially accomplished women who are ready to elevate their wealth strategy, deepen their financial confidence, and connect with like-minded leaders.

An intimate dinner. Meaningful conversation. Powerful financial insight. We look forward to an inspiring evening of connection, strategy, and empowerment.

Please fill out the form on this page to attend:
https://sovereignwealth.ca/keys-to-the-vault/

✨ 2026: We’re Taking Keys to the Vault to the Next Level ✨

We’re officially 20+ episodes in, and something big is happening.

Keys to the Vault Podcast started as a conversation for accomplished women navigating complex wealth and tax decisions, and in 2026, we’re expanding the vault doors even wider.

Our mission is evolving.

We want to reach women across Canada who are ready to:

>> Elevate their financial mindset

>> Make smarter, more strategic money decisions

>> Build wealth with confidence, whether in business, life, or both

And here’s where you come in 👇

We don’t want to guess what you want to learn. We want to curate episodes that answer your real questions, the ones you’re Googling at midnight, the ones you’re unsure who to ask, and the ones you know will change your financial future once you understand them.

We want to hear from YOU! what topics do you want to learn about?

💼 Business & Structures

• Sole proprietors vs corporations

• Paying yourself properly

• Scaling without tax chaos

🏦 Wealth & Tax Strategy

• Corporate & personal tax planning

• Investment structures

• Cash flow with intention

🛡️ Protection & Estate Planning

• Life insurance (the smart way)

• Estate strategies for business owners

• Protecting what you’ve built

🧠 Mindset & Power Moves

• Wealth identity

• Decision-making at higher income levels

• Confidence with money

✨ Luxury Living & Legacy

• Lifestyle planning

• Conscious spending

• Building wealth that supports the life you actually want

Drop your questions below, send us a DM, or tell us the topic you want broken down — because in 2026, Keys to the Vault isn’t just a podcast.

It’s a movement of women who are done playing small with their money.

We build the fortress.

You keep the keys. 🔑

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

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

One of the most confusing — questions entrepreneurs face: when and why to incorporate?!

In episode 15 of Keys to the Vault, we dive into the real benefits and strategies of incorporation — from tax savings to smarter financial management.

You’ll learn how incorporating can dramatically reduce your tax bill (12.2% corporate tax vs. personal rates that climb over 53%), what that means for your cash flow, and why purchases like vehicles can often be more efficient through your company.

We also clear up common myths about when it’s the “right time” to incorporate and share practical tips for separating personal and business expenses.

Plus, we explore tools like health spending accounts, retirement planning, and other corporate perks that can help you keep more money working for you.

If you’ve ever wondered whether incorporation is worth it — or how to make the most of it once you do — this episode is packed with the answers.

Listen to this episode and then mark your calendars for September 23rd for our next Keys To The Vault dinner with Kelly Ross and Whitney Hammond

TUNE IN HERE: https://podcasts.apple.com/ca/podcast/ep-15-making-your-corporation-work-for-you/id1800524202?i=1000724436367