Helping you build your Wealth Management Blueprint.

Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years.  You may be looking for a balanced investment portfolio that provides growth or a plan that generates income. Perhaps minimizing income taxes, or estate and retirement planning are important to you. You may not even be certain what you need.  Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions.  My most important job is to listen – to understand you and your family's needs and goals, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations that are based on your comfort level, this will be your Wealth Management Blueprint.

 

- Cameron Wilson, PFP, CPCA, CIM, FCSI, CIWM

 

 

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Estate Planning 101

Mar 09, 2017 04:30 PM - 08:30 PM Pacific Standard Time
Coast Hotel & Suites 2020 Sumas Way Abbotsford, BC

PROTECTING YOU, YOUR MONEY, YOUR FAMILY & YOUR LEGACY!

Seminar Topics:

The benefits of estate and incapacity planning
Tips on financial and retirement planning
Overview of recent, important changes to BC Estate Law
Overview of estate planning: Wills, Probate & avoiding taxes on death
Overview of incapacity planning: Powers of Attorney and health care planning
Leading causes of Estate disputes
Cremation and burial pre-planning

RSVP to: abbotsfordseminar@gmail.com

 

When: Thursday March 9th 2:00pm-4:00pm and 6:30pm to 8:30pm

Where: Coast Abbotsford Hotel & Suites, 2020 Sumas Way, Abbotsford

 

Keynote Speakers:

Cameron Wilson | Weath Advisor | RBC  Doninion Securities

Sara Lawson | Managing Director | Hendersons Funeral Home

Josh Bach | Lawyer | Integra Law


Estate Planning 101

Mar 09, 2017 02:00 PM - Mar 09, 2017 04:00 PM Pacific Standard Time
Coast Hotel and Suites 2020 Sumas Way Abbotsford, BC

PROTECTING YOU, YOUR MONEY, YOUR FAMILY & YOUR LEGACY!

Seminar Topics:

  • The benefits of estate and incapacity planning
  • Tips on financial and retirement planning
  • Overview of recent, important changes to BC Estate Law
  • Overview of estate planning: Wills, Probate & avoiding taxes on death
  • Overview of incapacity planning: Powers of Attorney and health care planning
  • Leading causes of Estate disputes
  • Cremation and burial pre-planning

RSVP to: abbotsfordseminar@gmail.com

 

When: Thursday March 9th 2:00pm-4:00pm and 6:30pm to 8:30pm

Where: Coast Abbotsford Hotel & Suites, 2020 Sumas Way, Abbotsford

 

Keynote Speakers:

Cameron Wilson | Weath Advisor | RBC  Doninion Securities

Sara Lawson | Managing Director | Hendersons Funeral Home

Josh Bach | Lawyer | Integra Law