Estate Planning for Seniors: 10 Common Mistakes and How to Fix Them

This session will benefit seniors who want the peace of mind that comes from ensuring their loved ones are taken care of. Learn how to:
1) Keep your money from going to the CRA
2) Minimize probate
3) Prevent family problems
4) Increase gifts to charity
5) Make sure your wishes are carried out.

Speakers: Dave Lee, Senior Wealth Advisor, Scotia Wealth Management; Monique Trepanier, Estate and Trust Consultant, The Bank of Nova Scotia Trust Company; Jim Bindon, Director of Philanthropy, Peace Arch Hospital Foundation