Please join us to learn more about creating a strong financial and estate plan, leaving a legacy, and mini minimizing taxes and fees.
Don’t miss out – Register today!
Jennifer Poon & Darrin Shannon, Sun Life Financial
Leave a legacy for your favourite Charity or Foundation using insurance and/or annuities, learn which products may provide the best benefit for you today as well as your estate.
Jerry W. Switzer, Feehely, Gastaldi Law Firm
Learn some of the legalities around estate planning and wills, top 10 common misconceptions and best practices.
Brian Kennedy, BMO Nesbitt Burns
Explore common planning techniques including the use of Trusts and Private Foundations.