Navigate Your Finances With An Advisor You Can Trust


 

Who we are

Learn more

What we do

Learn more

Our Clients

Learn more

Role of an Executor: What you should know

Jun 12, 2024 06:00 PM Eastern Daylight Time - Jun 12, 2024 06:45 PM Eastern Daylight Time
95 King St S, 3rd Floor Waterloo, Ontario

What does it means to be an executor?

It’s a tremendous honor and a significant responsibility, with a lengthy task list that we'll cover throughout the seminar.

If you’re deciding who to name as your executor, this seminar can help you determine if your spouse, partner, child or relative is prepared for the role.

If you’ve recently been named an executor for a loved one’s estate, you’ll learn about the responsibilities ahead and where you can get support.

RSVP

First Home Savings Account (FHSA) Seminar

Mar 27, 2024 06:30 PM Eastern Daylight Time - Mar 27, 2024 07:00 PM Eastern Daylight Time
95 King St S, 3rd Floor Waterloo, Ontario

Connor is hosting a First Home Savings Account (FHSA) Seminar to provide insight about the best options to save for your first home. There is limited spots for the event, please RSVP to receive confirmation your spot is reserved.