Estate Planning Seminar - March 29th

At this seminar, we’ll cover key estate planning topics to help you protect yourself, your family and your wishes. Topics include:
• The role of the executor – what you need to know
• Basic but effective estate planning strategies
• Six step process to building an effective estate plan

Let us know if there a specific topic that you are hoping the presentation will cover.
*Required fields

Recent Posts

Audio commentary Knock on effects from SVB's collapse Kelly Bogdanova Co chair Global Portfolio Advisory Committee Tylar Lunke Senior Manager Managed Portfolio Strategies

Audio Commentary: Knock-on effects from SVB’s collapse

Mar 20, 2023

Kelly and Tylar talk about the current stress in the financial system and the wider implications for the U.S. economy and equity market.

Read more
female athlete holding bandaged ankle

Could struggling banks drag down the economy?

Mar 17, 2023

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

Read more

Canadian economy unlikely to dodge a downturn despite early-2023 resilience

Mar 16, 2023

Economic growth has been more resilient than feared in the wake of aggressive interest rate increases last year. Canada’s stalled toward...

Read more