Mexico Workshops
A gathering to learn and socialize with other Canadians experiencing winters in Mexico.
These events are designed to deliver valuable insights, interactive learning experiences, and plenty of opportunities to connect with industry leaders and peers in a beautiful setting.
Join us for four dynamic sessions across January 26th, January 28th, and January 30th. Each offering unique perspectives and practical takeaways to help you elevate your expertise.
Don’t miss this chance to expand your knowledge, network with like-minded professionals, and enjoy the breathtaking surroundings of Mexico.
We’re excited to welcome you to a series of exclusive in-person workshops in Mexico this January!
Workshop information and registration details are provided below.
Wondering what last year’s event was like? Check out the gallery!
Registration Dates
January 26th*
3:00 PM - 5:00 PM
Kupuri Beach Club
Punta Mita, Mexico
*Please note, only Punta Mita residents are allowed to attend.
January 28th
9:00 AM - 12:00 PM
Holiday Inn Resort Mazatlán
Mazatlán, Mexico
January 30th
9:00 AM - 12:00 PM
The Fives Downtown Hotel & Residences
Playa del Carmen, Mexico
Workshops
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Understanding the 4% Rule
Is 4 the most useful number in finance? This talk will highlight how the 4% Rule may help mange risks in both retirement spending and stock market investing.
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Beyond the Bank: A New Path to Convert to Mexican Pesos
Discover smarter ways to manage currency exchange for your cross-border needs. This workshop explores how to secure better exchange rates, streamline international transfers with faster and less costly wires, and leverage concierge-level foreign exchange services.
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Reviewing the Misconceptions on Tax Planning and Tax for Canadians in Mexico
This workshop addresses common myths and misunderstandings about tax obligations for Canadians living in or investing in Mexico. Gain clarity on residency rules, cross-border tax implications, and strategies to avoid costly mistakes.
Speakers
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President, Portfolio Manager
Marshall brings over 25 years of experience in the financial services industry, starting his career as a bank teller at Alberta Treasury Branches while attending university. His journey has since evolved, leading him to his current role as leader at North Road. With a Bachelor of Commerce, majoring in Finance from the University of Alberta and the designation of Chartered Financial Analyst (CFA®), Marshall has built a deep expertise in wealth management.
Outside of his professional life, Marshall enjoys travelling, playing padel tennis, and experiencing great music at places like The Winspear and the Edmonton Folk Music Festival. Some of his favourite moments are spent with his three children and his wife’s two children, gathering around the fire at their cottage on Lake Wabamun.
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Director of Research, Portfolio Manager
With over 20 years of business and advisory experience, Cary expertly combines financial planning and investment management to help clients make informed decisions about their wealth and families. After graduating with a Bachelor of Commerce in Japanese Studies from the University of Alberta, Cary earned his designations as a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®).
Outside of work, Cary is committed to building stronger communities and volunteers on the finance committee for Edmonton’s Zebra Child & Youth Advocacy Centre. He also secretly loves chauffeuring his two kids to sports and music activities (but don’t tell them).
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Senior FX Broker, Agility Forex
Kingsley is a Senior Foreign Currency Broker for over 18 years and part of the ownership group of Agility Forex, a Canadian company with offices across the country with a global reach.
We end the pain point of clients having to pay the high bank exchange rates and fees, and offer a personalized high level of service for our corporate and personal clients who prefer to contact their own currency specialist from wherever they are to have payments executed and money exchanged at a moment's notice.
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Managing Director, Private Client Services, Trowbridge
As an experienced Canadian Chartered Professional Accountant, Certified Financial Planner and a U.S. Certified Public Accountant, Wayne leads the Private Client Division at Trowbridge and thrives on problem solving and making complex tax matters less daunting for his international clients. Having worked extensively in Canada, the U.K & Mexico with travel to over 90 countries, Wayne joined Trowbridge Professional Corporation in 2002 with a vision to give the firm a global platform by educating and advising expatriates on their personal tax needs.
Wayne is frequently sought out as a panelist and subject matter expert, presenting worldwide on tax compliancy issues and tax obligations for expats living and working abroad.
In partnership with
Local Contact
For more information about the events, please reach out to Kerry Sherman, our Mexico Events Manager.
Interested in Going?
See some of our highlights from last year!
