The Next Chapter Planning Series is an educational evening designed to help pre‑retirees prepare for the transition into retirement with confidence. The session brings together experienced professionals in wealth management, real estate, and planning services to provide practical insights on financial readiness, future housing decisions, and long‑term planning. Attendees will leave with greater clarity and tools to make informed decisions for their next chapter.

Date: June 17, 2026
Time: 6:30 pm - 8:00 pm

Note: Lights snacks and refreshments will be provided.

 

Location

3671 Uptown Blvd.
Suite 202
Victoria, BC V8Z 0B9

 


Speakers

Amanda Dumitru

Dumitru Flanagan & Associates

Amanda is an Executive Financial Consultant and practice lead at IG Private Wealth Management, with nearly two decades of experience in the financial industry. A CERTIFIED FINANCIAL PLANNER® professional and Master Financial Advisor – Philanthropy (MFA‑P), she specializes in investment management, risk management, and holistic financial planning. Amanda works closely with individuals and families to deliver tax‑efficient strategies that integrate wealth management, estate planning, and charitable giving, helping clients grow, protect, and transfer wealth in alignment with their values and long‑term goals.

Bradley Sawyer

Royal Lepage

Brad Sawyer is a REALTOR® with Royal LePage Coast Capital Realty and a founding member of LifePath Collective. With a professional background spanning finance, technology, and entrepreneurship, Brad brings a unique perspective to the intersection of real estate, wealth planning, and life transitions. He specializes in helping families navigate the real estate decisions that come with major life changes, from estate sales and downsizing to planning for the future. Born and raised in Greater Victoria, Brad is also an international marathon runner and a wine enthusiast pursuing his sommelier certification. He believes the most important conversations and decisions about your home and future are the ones families have before they need to, not after.

Esther Moores

First Memorial Funeral Services

Esther came to First Memorial to build meaningful connections within her community and to support families through some of life’s most difficult moments. It’s important to her that those she serves feel comfort and reassurance, knowing they have taken thoughtful steps to prepare for the future and ease the burden on their loved ones. She approaches her work with compassion, respect, and understanding, creating a space where families feel supported. She brings both professional experience and kindness to each interaction, helping others find clarity, confidence, and certainty.


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