KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
All content for Keys To The Vault Podcast is the property of Whitney Hammond & Kelly Ross and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
️ New Episode: Estate Planning Secrets You Can’t Afford to Miss
Probate. Taxes. Wealth transfer. These words might sound intimidating—but understanding them could save your family time, money, and stress.
In this episode, we’re joined by Whitney Hammond, CEO of Sovereign Wealth Management, and Kelly Ross, CEO of Ross Professional Corporation, for a powerful conversation on protecting your wealth and preparing for the future.
You’ll learn:
• The truth about probate in Ontario—what it is, how long it takes, and how much it costs.
• How to use life insurance investment strategies to bypass probate and give your loved ones quicker access to funds.
• The pros and cons of different ways to structure cottage ownership—personal, corporate, or trust—and what each means for taxes and estate transfer.
• Why professional guidance is critical (and how informal arrangements can backfire).
Whitney and Kelly don’t just share strategies—they share real insights to help you protect what matters most. Plus, you’ll hear an eye-opening statistic about financial fraud that everyone should know.
If you’ve ever wondered how to make smart, secure choices for your family’s future, this episode is a must-listen.
Keys To The Vault Podcast
KEYS TO THE VAULT MONTHLY DINNER, please fill out this form if you are interested: https://sovereignwealth.ca/keys-to-the-vault/
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!
