Estate Planning - your local professionals!

Nov 16, 2017 11:30 AM - Nov 16, 2017 05:30 PM Pacific Standard Time
Crown Isle Resort and Golf Community 399 Clubhouse Drive Courtenay, BC

Two presentation times:

11:30am to 1:00pm

4:00pm to 5:30pm

Guest Speakers from Piercy's Funeral Home, Old House Law, MNP Accounting firm and RBC Dominion Securities cover four different perspectives on estate planning. Get your questions answered. Free resources to take home.

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Dual U.S./Canada Tax filers

Oct 12, 2017 03:00 PM - Oct 12, 2017 05:00 PM Pacific Daylight Time
Crown Isle Resort & Golf Community 399 Clubhouse Drive Courtenay, BC

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You know who you are or maybe you don't! ...guest speaker John Richardson, Citizenship Lawyer, who joins us from Toronto to speak to us about dual filing. 

 


Investing Early - The starter kit for the young adult investor

Sep 26, 2017 04:00 PM - Sep 26, 2017 05:00 PM Pacific Daylight Time
RBC Dominion Securities Boardroom 777 A Fitzgerald Ave Courtenay, BC

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This presentation will take place on the following two dates, please let me know which date you will be attending when you RSVP.

Tuesday, September 26, 2017

Tuesday, October 24 2017


Retiring - Making the choices that last a lifetime

Sep 21, 2017 03:30 PM - 04:30 PM Pacific Daylight Time
Crown Isle, Silver Room 399 Clubhouse Drive Courtenay, BC

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This presentation will take place on the three following dates, please indicate which date you will be attending when you RSVP.

Thursday, September 21 2017

Thursday, October 26 2017

Thursday, November 23 2017


Estate Planning - Making choices that maximize your wishes

Sep 21, 2017 01:30 PM - 02:30 PM Pacific Daylight Time
Crown Isle, Silver Room 399 Clubhouse Drive Courtenay, BC

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This presentation will take place on the three following dates, please indicate which date you will be attending when you RSVP.

Thursday, September 21 2017

Thursday, October 26 2017

Thursday, November 23 2017