West Palm Beach Luncheon · November 10, 2026 · Pistache French Bistro

Bridging Borders
& Building Wealth

Navigate, Invest and Prosper in the U.S. or Canada

Relocating, investing, or starting a business in the U.S. or Canada presents exciting opportunities, but success begins with the right strategy. Join a distinguished panel of cross-border professionals for an insightful session covering the critical considerations that can impact your transition. Learn how to avoid costly errors, protect your assets, and make smarter decisions from day one.

Date Tuesday, November 10, 2026
Time 12:00 PM – 2:00 PM
Location Pistache French Bistro, 101 N Clematis St, West Palm Beach, FL 33401
Reserve Your Seat
Limited to 50 attendees — arrival set for 12:00 PM

In collaboration with Burke, Bogart & Brownell and the Canada–Florida Chamber of Commerce

Why Attend

Get Answers You Won't Find Anywhere Else

This isn't a sales pitch — it's direct access to the professionals who guide cross-border moves every day.

01

Avoid Costly Errors

Discover the Insurance, Immigration, M&A, Tax and Wealth Management mistake that quietly cost Canadian business owners, executives and their families the most when moving into the U.S. and Canada.

02

Protect Your Assets

Here directly from Immigration, Tax and Wealth Management specialists on how to structure your move so your Wealth Cross the border tax efficiently.

03

Decide With Confidence

Learn from the panel and leave with a clearer sense of your own timeline for relocating, investing or starting a business in the U.S. or Canada.

The Panel

Cross-Border Professionals,
All in One Room

Moderated discussion with subject-matter experts across immigration, insurance, tax, and wealth strategy.

Wayne Baxter Moderator

Wayne Baxter

Cross-Border Wealth Management Senior Exec. Manager, One Capital Management, LLC
Hy Vaupen Panelist

Hy Vaupen

Financial & Retirement Planning Managing Partner, Vaupen Financial Advisors, LLC
Louis Guay Panelist

Louis Guay

Cross-Border Tax Principal, Tax Services & Advisory Group, Kaufman Rossin
Lee Burke Panelist

Lee Burke

Insurance & Risk Protection President, Burke, Bogart & Brownell
Marc Gedeon Panelist

Marc Gedeon

Tax Law & Accounting Attorney, Gedeon Law & CPA
In Collaboration With
Burke, Bogart & Brownell
Canada-Florida Chamber of Commerce
Trusted Partners
Vaupen Financial Advisors
Gedeon Law & CPA
Dickinson Wright
Luminary Catalyst
Opticution
One Capital Management, LLC
West Palm Beach · Nov 10 · $55 USD (Lunch Included)

Reserve Your Seat

50 seats available for this luncheon. Complete registration below to secure yours.