Guaranti Group
Guaranti Wealth Club

Some questions about the future are best discussed face to face

Around home buying, wealth, tax, family, education and retirement, we help families make better decisions.

Our purpose

Why we built a wealth club

The answers to wealth questions rarely come from a single seminar — they grow out of long-term conversation and companionship. Through the wealth club, we hope each gathering becomes part of a lasting community, where families find people walking the same road at every stage.

Inside the club

Wealth Talks

Every session is built around one real decision — complete the presale or not, switch lenders at renewal or not, how to free up cash for the business, how to pass assets on. Not concepts in the abstract: one situation, worked through end to end.

Speakers are Guaranti’s own advisors, often alongside the lawyers, accountants and specialists we work with. Sessions have run in Cantonese, Mandarin and English.

Topics covered so far
Wealth protectionBDC financing for small businessOptions investingEstate and family succession

To be included, just leave your details — client families hear about dates first.

Family Circle

Money questions are rarely only about money. Whether a child should study abroad, how a parent’s retirement actually works, what happens when several people in one family see the same money differently — that is what Family Circle talks about.

The same ground is covered in writing under Family Wealth Class.

To be included, just leave your details — client families hear about dates first.

Guaranti Next

For the 16-to-25s in the family. Three things: volunteering and community work, where they meet real organisations and real collaboration; young professionals talking about how they actually got where they are; and financial literacy, covered before they start earning rather than after.

Which accounts matter once you turn 18, and why time beats rate of return — both are already written up.

Featured storyGrowing by Giving BackAs a member of Guaranti Next, Gayla joined a volunteer journey through communities in Indonesia and Malaysia.Read the full story

To be included, just leave your details — client families hear about dates first.

Community

The gatherings that are not about business — BBQs, seasonal celebrations, open houses, client families getting to know each other, and volunteering we do together.

When the new office opened in May 2026, clients, partners, community guests and press filled the room. The photos and video from that day are below.

To be included, just leave your details — client families hear about dates first.

Coming up

August–November seminar preview

These dates and topics are currently scheduled. Speakers, language, time, venue and registration details will be announced as they are confirmed.

Guaranti Wealth Club seminar preview from August to November 2026

Confirmed September events

Shareholder disputes and exit paths seminar poster
Shareholder disputes and exit paths
16 September · Open full-size poster
Guaranti Group and AWC 2026 Workshop Series poster
Guaranti Group × AWC 2026 Workshop Series
19 September · Open full-size poster
Condo and townhouse unit insurance seminar poster featuring Alfred He
Why unit owners still need their own insurance
23 September · Open full-size poster
MeetupFri 28 Aug · 3:00 pm

U.S. markets · in-person session

An in-person exchange on U.S. market themes, beginning at 3:00 pm.

Business & legalWed 16 Sep · 10:30 am–12:00 pm

Together or apart: shareholder disputes and exit paths

A legal seminar on shareholder disputes, partnership changes and protecting business and personal interests, held at Guaranti Group's Richmond office.

AWC gatheringSat 19 Sep · 2:50–4:05 pm

Guaranti Group × AWC 2026 Workshop Series

Chantal Wang, Christine Ma and Vicky Rong share three perspectives on corporate and estate planning, corporate wealth strategies, and AI quantitative trading and U.S. markets. At Executive Hotel Vancouver Airport.

Home insuranceWed 23 Sep · 10:30 am–12:00 pm

Why condo and townhouse owners still need unit insurance

Insurance consultant Alfred He explains the difference between a building's policy and an owner's unit coverage. At Guaranti Group's Richmond office.

Legacy planningWed 7 Oct

Wealth & legacy planning

A discussion about protecting family wealth and planning for the next generation.

InvestmentsWed 28 Oct

Investment session

A dedicated investment session. Topic and speaker details will be announced soon.

Wealth planningWed 11 Nov

Wealth planning

A conversation about family goals, cash flow and long-term wealth planning.

MortgageWed 25 Nov

Mortgage & financing

A session on common mortgage and financing questions. Further details will follow.

Looking back

Past events

On opening day, clients, partners and media celebrated with us — this is now home base for club events.

Grand opening · ribbon cutting
Grand opening · ribbon cutting
2026 · Richmond
Opening celebration
2026 · Richmond
Media on site
2026 · Richmond
Join us

At our next gathering, there is a seat waiting for you and your family

Become a member of the Guaranti Wealth Club and be the first to receive event invitations, financial seminars and market updates. Whether you would like to book a consultation or speak with Gary, our family wealth advisor, we are always glad to help.

See upcoming eventsBook a consult