Previous Event Recordings

Edward Lee, here from RBC Dominion Securities. Managing your own household wealth can be difficult at the best of times. Our busy lives often include a blend of family commitments, work deadlines, social events, charity involvement, and the list goes on.

It can be even more emotionally taxing when major life milestones occur. Such as, cohabitation with your significant other, marriage and the added level of commitment that occurs. What about the birth of a child, or children for those that are blessed with twins? Separation and divorce, marriage of children, disability if it occurs, and then ultimately death. Easy to see life can be complicated in both good ways, and not so good ways.

In my role as an investment advisor at RBC Dominion Securities, I work very closely with my clients to ensure these milestones are considered, and each client's wealth plan is both planned for an advance, and adjusted accordingly, if and when, these events occur.

There are many things to consider when making plans for life milestones, and the financial issues that often accompany them. These include, how do I plan to address foreseen, and unforeseen life milestones. How could my overall household wealth be impacted by these family milestones? Who do I turn to for help and advice? To help provide answers to these questions, and more, we have Jessica Feldman-Chittley, estate lawyer from Bales Beall LLP, joining us for Family MIlestones. Preserving, Protecting Wealth for your Legacy.

Jessica has extensive legal experience in the area of estates, with a focus on estate planning, and assisting executors and beneficiaries through the process of dealing with an estate after an individual dies.

To join Jessica and I at Family MIlestones. Preserving, Protecting Wealth for your Legacy, visit my website at EdwardELee.com, and go to the Events dropdown. Look for the Seminar RSVP link in light blue, and click. You will be taken to a very short Webex registration form that should only take a couple of seconds to fill out.

Thank you for your interest, and see you all soon. Bye for now.

Hi, everyone. Edward Lee here from RBC Dominion Securities. As Canadians, we have many things in common and one of them is aspiring to own a recreational property in addition to our principal residence. Whether it's a cabin in BC or Alberta, a chalet in Quebec, a cottage here in Ontario, or an oceanfront property in Atlantic Canada, we all love the vision of the memories created in the company of friends and family at a recreational property. With this in mind, I will be hosting a series of three interrelated webcasts to support those investors aspiring to purchase a cottage, manage the ownership of that cottage, and plan for the eventual transition to the next generation.

The cottage ownership series is designed to take those who are looking to purchase a recreational property, along with those who currently own a recreational property, from start to finish with cottage ownership. The three sessions include finding and financing your cottage dream, September 28 at 6:00 PM. Cottage planning, maintaining the dream through financial planning and that's October the 12th at 6:00 PM. Your legacy, keeping the cottage in the family is the final session on October the 26th at 6:00 PM.

These sessions will provide tips and tactics on supporting your search and financing for a cottage purchase, wealth planning and best practices to understand your current situation, and affordability of a recreational property, as well as tax efficient ownership and transition of your cottage property. I suggest you join me for all three sessions, as each session builds on the previous session's information to better equip you for a lifelong intergenerational commitment to cottage ownership.

So where do you find more information on the cottage ownership series? Visit my website at EdwardELee.com in the Events section of the website for registration, or contact me at Edward.E.Lee@rbc.com to discuss your wealth planning needs and your interest in the seminar series. Stay well, and I look forward to you joining me for the first session on September 28 at 6:00 PM. Bye, for now.