Virtual Seminar: Estate Planning & Wealth Preservation Strategies - May 20, 2020

May 09, 2020 | Thomas De Mello


Living for Today, Planning for Tomorrow - an exclusive virtual seminar on preserving your legacy and maximizing your estate

When: Wednesday, May 20th

Time: 12pm – 1pm

RSVP Required: Call-in details to be provided upon confirmation of RSVP


Please join us as Wills and Estate Lawyer, Pararin Rhamani from North Shore Law and Estate Planning Specialist, Matthew Leggett from RBC Wealth management discuss legal and financial strategies to ensure your estate plan is effective, simple and tax efficient.

The following topics will be covered:


  • Wills: Key items and considerations
  • Executor: Role of the executor and key considerations in choosing the appropriate person
  • Power of Attorney: What does it include and who should you choose for your POA
  • Representation Agreement: What this includes & why it’s an important component of your estate plan
  • Trusts: Brief overview of Trusts

Financial Strategies:

  • Important considerations for your accounts and investments to simplify your estate plan
  • Insurance Basics: Overview of different types of life insurance
  • Key strategies to reduce probate & taxes, and maximize the value of your estate

Guest Speakers:

Pararin Rhamani – Business and Wills & Estate Lawyer, North Shore Law

Pararain helps clients with personal estate and incapacity planning through the preparation of Wills, Powers of Attorney, Representation Agreements, Committeeships, and Trusts. She also assists individuals and trust companies with navigating the probate process and the ongoing administration of estates and trusts.

Pararin is an active member of the vibrant North Vancouver business community, having served as Director and Committee Chair with the North Vancouver Chamber. She regularly presents at community seminars in the fields of business succession, wealth preservation, and personal planning. She also acts as a mentor and advisor to many local businesses, utilizing her business acumen developed through her experience in private enterprise, marketing, and finance.

Matthew Leggett – Estate Planning Specialist, RBC Wealth Management

Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.

Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).