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
Thursday Oct 3, 2019
10:00 AM - 11:30 AM PDT
Thursday, October 03 2019 at 10:00 AM
Scotia Wealth Management Boardroom
(1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada)
No cost
Dave Lee 604-535-4743
dave.lee@scotiawealth.com
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