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Estate Planning in Ontario

Apr 25, 2024 05:30 PM Eastern Daylight Time - Jun 18, 2024 07:30 PM Eastern Daylight Time
Niagara-on-the-Lake Community Centre 14 Anderson Ln Niagara-on-the-Lake, ON

I was happy to present on the topic of "Estate planning in Ontario" along with lawyer Erica Blythe at Niagara-on-the-lake. Together, we discussed the importance of having an estate plan and significance of Wills and POAs. 

I also shared with our guests "The family inventory" guidebook, to summarize their family's current financial status, which will be invaluable to their surviving heirs, executors, trustees and advisors during estate settlement.

Please feel free to reach out to myself, should you like to discuss your estate planning needs and to get a copy of the family inventory guidebook. 

 

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Women and investing

Mar 06, 2024 06:30 PM Eastern Standard Time - Mar 06, 2024 07:30 PM Eastern Standard Time
Webex/Virtual Event Etobicoke, ON

Invest in your future. Invest in yourself.

Invest in women: Accelerate progress – is the theme announced by United Nations for International Women's Day 2024. So come join us for a virtual event on “Women and Investing” with Catherine Philogène, CIM, RIPC, Vice President, Product Management, ESG Funds at RBC Global Asset Management and Sudha Sankar, Wealth Advisor at RBC Wealth Management. Catherine and Sudha will share expert insights on the changing landscape of women’s wealth and the opportunities that lie ahead for women. If you are looking to gain more confidence in investing and securing your financial future, this event is for you.

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Will and estate planning in Canada

Sep 20, 2023 06:30 PM Eastern Daylight Time - Sep 20, 2023 07:30 PM Eastern Daylight Time
Experience RBC at Sherway Gardens 25 The West Mall, Unit 1939A Toronto, Ontario

Join us either virtually or in-person for this informative session. Gain expert insights on Wills and estate planning in Canada to help safeguard your wealth and your family’s future.

Hosted By: 

Sudha Sankar, CFP, FCSI
Wealth Advisor
RBC Dominion Securities

Teresa F. Lee, LL.B., TEP, ICD.D
Estate Lawyer
The Law Office of Teresa F. Lee

With guest speaker:

Akua Carmichael, LL.B, J.D, TEP

Attendance is complimentary, but space is limited. Kindly RSVP by September 13, 2023 using the appropriate link below.

If you are joining us in-person, this session will be held at:

Experience RBC at Sherway Gardens
25 The West Mall, Unit 1939A
Toronto, ON M9C 1B8

In Person:

In-person attendance registration

Virtual: 

Virtual attendance registration