RECAP OF FINANCIAL FREEDOM CONFERENCE 2023.
Let me help guide you to true financial freedom - a life designed by you, and for you: full of adventure, wealth, passion and happiness.
I am free. And you can be too.
We’ll see you soon.
Break free from financial limitations, dive into the world of financial empowerment and rewrite your future.
FINANCIAL FREEDOM CONFERENCE TEAM.
Financial Freedom Conference is a convergence of industry-leading professionals specializing in business, economics, real estate, and finance, collaborating to deliver an exceptional collective experience.
Keynote Speaker
Session Speaker
Session Speaker
Session Speaker
Panelist
Panelist
FINANCIAL FREEDOM CONFERENCE SPONSORS.
GOLD SPONSORS
Together, Roz and Sean
(Rise & Shine) Woodland
The Woodlands have found their stride by embracing their different core values. Their motto is to “Do good & Build Wealth.” Through Woodland Realty Investments, they continue to create impact, inspire others, and build wealth one relationship at a time.
More than just real estate investing; they are a force for positive change.
Recognizing, for tenants that a home is more than just a house. It’s about the feeling you get when you walk in the door and the sense of community in your neighborhood. They focus on creating homes that resonate with tenants, fostering a sense of belonging and comfort by restoring properties, revitalizing neighborhoods, and raising property values for the community. Their work goes beyond profit—it’s about enhancing lives and neighborhoods.
Sean Woodland brings the “Build Wealth” side of the vision and is an enthusiastic networker who is passionate to share the wealth with other investors, while Roz calls herself the “reluctant investor” turned real estate investment coach. She brings her passion for positive impact into real estate. Through real estate investing Roz was able to retire early from her decades long research career at Carleton University even though initially, she could not reconcile their differing values.
Through Woodland Realty Investments, Roz and Sean build wealth while staying true to altruistic values. By building strong relationships with investors, they minimize risk and maximize growth. Their approach is rooted in trust, transparency, and long-term vision. They understand that the foundation of any successful investment lies in these relationships.
Roz and Sean continue to create impact, inspire others, and build a legacy.
Axiom Advisors
Success is built on a proper foundation and Axiom is focussed on helping business achieve success. The proper foundation, or structure, is what Axiom does. And with the structure in place, Axiom can support your growth by managing back-end tasks or by providing active advice to move projects forward.
We are “doers”. We don’t sit on the sidelines but get involved with your business and pride ourselves in getting the job done. With access to top legal, tax and business experts, we apply a deep, yet practical approach to business.
Gauvreau Accounting Tax Law Advisory
Robert Gauvreau
Robert is the founder and CEO at Gauvreau |Accounting Tax Law Advisory, one of North America’s leading CPA firms working with entrepreneurs to help them achieve clarity in their business and personal finances, while eliminating unnecessary tax pain.
As a CEO, Robert has built a team of more than 100 professionals and an 8 figure business, and
Gauvreau has been recognized as one of the fastest growing businesses in Canada for the last 5 years
according to the Globe and Mail.
Robert is also a regular contributing expert in major business magazines such as Forbes, Entrepreneur
and Business Advantage.
As one of North America’s leading business finance experts and well sought after financial speakers on
business finances, Robert has shared the stage with some of the world's most recognized speakers such
as Gary Vaynerchuk, Tony Robbins, Kevin O’Leary, Keith Cunningham, Robert Herjavec, and many more.
Robert is the bestselling author of ‘The Wealthy Entrepreneur: The Formula for Making Money and
Gaining Financial Clarity in Your Business’ and is on a mission to empower the world’s leading
entrepreneurs with the financial confidence necessary to make informed strategic decisions in their
business and their life, so that they can achieve financial freedom and change the world together.
Brad Van de Walle
With over 11 years of working in the Real Estate industry, Brad co-founded the Infill Hub Group, a powerful team of top-producing agents dominating the resale, new construction, and investment markets in Calgary, Canada. Leading his team through $1 billion dollars in volume, Brad's group became the #1 team at the #1 Re/Max office in the world. Here are their highlights from 2021: 1,200 + closed transactions $400,000,000 in property value $5,000,000 in gross commission
Through his exclusive Double Your Income Coaching program, agents across North America now have the opportunity to work with Brad, and learn the skills he used to make his way to the top.
Jozsef Petroczi
Jozsef Petroczi is a seasoned property management professional, whose journey in the industry traces back to his early experiences in Hungary. Even as a young man, Jozsef was deeply intrigued by the nuances of property management. His initial foray into renting at the age of 24 proved to be a pivotal moment, teaching him the critical importance of effective management and the value of fostering trusting relationships with tenants.
Rooted in these early experiences, Jozsef has built a career characterized by a strong commitment to excellence in property management. His approach is fundamentally centered around the belief that successful property management goes beyond mere transactions and maintenance. It's about creating and nurturing positive, trustworthy relationships between property managers and tenants, ensuring that each property is not just a place to live or work, but a space where occupants feel valued and heard.
Jozsef's philosophy towards property management emphasizes the importance of understanding and addressing the unique needs of each tenant, a principle that has guided him throughout his career. His dedication to the field is not just about overseeing properties but about contributing to a positive living and working environment for everyone involved.
As a property manager, Jozsef leverages his extensive knowledge and experience to enhance the value of the properties he manages, ensuring they are well-maintained, operationally efficient, and poised for success. His background, marked by a blend of practical experience and a deep understanding of the human elements of property management, makes him a valued leader and expert in the field.
Harpreet Singh
Harpreet Singh is a Nationally recognized, top Investment and Insurance Advisor, and founder of Zoho Financial, based in Ottawa.
Equipped with his innovative ideas and fresh approach to Financial Planning, Harpreet is helping real estate investors , realtors, lenders and other related professionals to not just secure their financial future, but feel in control of their finances. "The most satisfying part of my work is to educate and empower", Harpreet says.
Harpreet helps RE professionals to answer these questions: How to multiply your portfolio at 3x pace while having access to cash needed to grow real estate portfolio? How to diversify your portfolio without hurting your real estate or private lending?
How to live and thrive as a retiree while keeping taxable income low? How to remove CRA as the largest beneficiary from your will? How to die peacefully knowing that your real estate won't be sold in a garage sale at a discount? How to use your wealth to create a lasting legacy for you and your family in the communities?
He has been a Professor at Algonquin College in Ottawa for a decade, has also taught in Universities in UK and India. “This is why I count myself as an educator before anything else,” Harpreet always quotes this to even his clients. He started his professional journey in Management Consulting at Tata group in India, followed by his stint at various
consulting firms in India and UK, working on strategy and development projects across Europe. “This is where my emphasis on strategy and planning comes from”, he says.
Harpreet is also a serial entrepreneur, having started his first venture of an advertising agency at the age of 21, having sold successfully to a competitor after 3 years. He then started his own consulting firm in England, again sold it successfully to a major British firm. He was a partner in a food business, in a supply chain business and lately as the founder of Zoho Consulting in Canada. He now enjoys his success with Zoho Financial, having been awarded amongst the top 20 and top 80 Independent network advisors in Canada for 5 years in a row, Advisor of the year in Ottawa in 2021 and amongst the top 10 in Ottawa consecutively for 5 years now. Harpreet has also been representing Canada as the top 1% Canadian Advisors at the International MDRT from 2022-2024. Just last month, Harpreet and Zoho Financial beat
many big brand name investment firms to be awarded the #1 Investment firm and #1 Advisor in Ottawa by Community Votes. Harpreet is a speaker at Professional conferences and seminars. He is also a passionate community leader, serving on many community organizations and initiatives focused on
Food security and engagement of diverse communities. He has been mentoring newcomers and immigrants in Ottawa through OCISO, World Skills and other initiatives, helping new Canadians settle to their new homeland and getting their career jobs.
Harpreet has a Doctorate in Business Administration, an MBA from Aston Business School in UK and a Masters in Management along with all the licenses and qualifications essential for his business. Harpreet lives in Barrhaven with his three young boys, his
lovely wife Sarbjit and his inspirational Dad.
SILVER SPONSORS
GOLD SPONSORS
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BRONZE SPONSORS
Jasmine & Harish (Qüvera)
“No single transaction is ever as important as a relationship.”
Investing in real estate is exciting and should be fun! When you have a proficient team that is dedicated to helping you before, during, and after the undertaking, anticipating problems or issues, and working to bring about the best outcomes at every stage, you can focus on what matters to you most — a hands-free, low-stress investment journey that will help you create the lifestyle you imagine.
As children of real estate investors, we- Jasmine and Harish, have known about real estate ever since we saw our respective parents use it to set up comfortable retirements, but took the long route when turning our passion into our business.
Jasmine’s interest in science initially led her to post-graduation studies (earning a Ph.D.), afterwhich she has spent over 15 years in the world of risk management and mitigation within the Regulatory Sciences field.
Previously an entrepreneur in the retail space and co-owner of a foreign exchange brokerage, as well as with a background in Human Resources, Harish uses an educational approach with investors, ensuring they fully understand the investments they’re considering and each step of the process.
Moving to Ottawa and finding inspiration in this phenomenal city led us to realize that we wanted the freedom of money, time, and place that could allow us to put our young family first. When purchasing our first Ottawa investment property, we found that we weren’t ready to let go of the experience. Although we already had full-time 9-to-5 jobs, we were hooked on real estate and
there was no turning back.
Qüvera was born! We focus on buy-and-hold new builds and value-add multifamily real estate in Ottawa and Edmonton. We are excited to expand into other provinces and the US multifamily space in the future.
We feel fortunate to have discovered, through the peers and mentors who guided us, a unique way of working in real estate that aligns with our personal and professional values. There was initially a lot of fear and uncertainty, but now we focus on our investors and their needs with a long-term perspective, helping clients with real estate investing issues or questions wherever and whenever they arise. Moreover, we view ourselves as partners, helping busy professionals
not only to invest but to strategize toward long-term wealth building with real estate.
As we continue to grow our real estate portfolio, we are always looking for the right people to partner with us and who would like to share in the wealth creation.
Most importantly, we are never too busy to help! Feel free to connect any time and let us know
how we can help you (or those you care about) with any real estate investment needs.
Winnie Tran & Joseph Rubay
Winnie Tran is a Senior Property Manager with over 12 years of experience managing government-owned assets on Crown land and lease properties in urban centers. With a portfolio consisting of over 88 acres of land and over a hundred thousand square feet of commercial office buildings, her expertise spans public-private partnerships, third-party property management, and in-house operations. Winnie has extensive experience in developing and implementing property management plans and budgets, overseeing a diverse portfolio that includes provincial offices, historic schools, research labs, and data centers. She excels in enhancing asset value through preventative maintenance and capital project management. Winnie is adept at procurement, vendor performance, and ensuring health and safety compliance. Winnie is also dedicated to mentoring and coaching developing professionals in the industry while providing expert consultation services that help real estate investors maximize their returns and achieve their investment goals.
Joseph Rubay, Real Estate Broker, Certified Property Manager (CPM®) and Accredited Resident Manager (ARM®), is renowned for his innovative approach to
property management. His expertise lies in repositioning real estate assets to add value and work in the best interest of investors. With a strong track record of helping investors
overcome challenges and increase revenue streams, Joseph is a published author and dynamic public speaker. His current passion is consultancy, where he focuses on maximizing real estate investments for his clients. Joseph’s commitment extends beyond business, as he actively supports efforts to end homelessness through local
charities and community initiatives.
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WHAT THEY'RE SAYING.
"Would highly recommend for those wanting to break into the real estate world. Thanks again!"
Martine B
I'm ready to break free from financial limitations, dive into the world of financial empowerment and rewrite my future.