Sovereign Wealth Management Inc.

Sovereign Wealth Management Inc. Sovereign Wealth Management creates financial security by helping people define and reach their goals.

EXPAND YOUR WEALTH
At Sovereign Wealth Management each individual case is examined to ensure proper fit and the best possible solution. With a profound understanding of each client’s needs and desires, Sovereign Wealth creates solid financial and estate plans customized to each client and their financial well-being. We are experienced at understanding your complex situation.

🌟 Keys to the Vault: An Exclusive Dinner for Accomplished Women📅 March 17th | An evening of strategy, connection & finan...
03/16/2026

🌟 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.

03/13/2026

Do you have to be at a certain level of income to join a Keys To The Vault dinner ? There's a more important key criteria 😘

Our next event with guest expert Kelly Ross is March 17. Send me a message to see if you qualify!

https://sovereignwealth.ca/keys-to-the-vault

03/12/2026

Women are born with an incredible instinct. It’s designed within us — the mama bear 🐻 that comes on fire when it’s time to protect what matters most. That same instinct is showing up in how women lead, build businesses, and succeed in their careers.

Today, women are being rewarded for that power. But many are sitting in cash, unsure how to build a strategy or create lasting wealth. They don’t have the information, or the KEYS to the vault. 🔑

We’ll teach you what you need to know to build sustainable wealth for this generation, and the generations to come.

Our next event with guest expert Kelly Ross is March 17th! Drop a key below if you are interested in joining.

https://sovereignwealth.ca/keys-to-the-vault

✨ 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 ...
03/09/2026

✨ 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/

01/20/2026

moving out of analysis paralysis and into TAKING ACTION 💥

✨ 2026: We’re Taking Keys to the Vault to the Next Level ✨We’re officially 20+ episodes in, and something big is happeni...
12/15/2025

✨ 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, d...
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

10/08/2025

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/

Catch up on some of our latest episodes of the Keys To The Vault podcast with Ross of Ross Professional CorporationSmar...
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

09/11/2025

🚪 At our Keys To The Vault dinners, Kelly Ross and I talk about the real challenge of passing a business from Generation 1 → 2 → 3.

📉 The truth? 75% of businesses don’t survive into G3.

Why? Because when the founders pass away, assets aren’t liquid, taxes hit hard, and too often the money goes to the CRA instead of the beneficiaries or the company’s future.

Our mission: help you protect your business across generations so it can thrive long after you’re gone.

👉 We build the fortress. You keep the keys.

Our next dinner event is Sept 23rd. Send us a message if you're interested in joining and fill out this form so we can get to know you better: https://sovereignwealth.ca/keys-to-the-vault/

One of the most confusing — questions entrepreneurs face: when and why to incorporate?!In episode 15 of Keys to the Vaul...
09/01/2025

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

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

Website

Alerts

Be the first to know and let us send you an email when Sovereign Wealth Management Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sovereign Wealth Management Inc.:

Shortcuts

Share

Category