Our expert speaker, Marissa Berry from Oak Tree Estate Law, shares insights on tax-efficient strategies, wealth transfer, charitable giving, vital estate documents and common estate planning pitfalls to avoid.

This week, we’re reflecting on an incredible few days spent connecting with clients across Vancouver, Kelowna, Vernon, and Calgary during our recent October events series.

This week, we’re excited to spotlight Jennifer Duggan, one of our dedicated client service experts at Hymers Private Wealth! Jennifer is an avid traveler, movie enthusiast, and dog lover with a passion for helping clients achieve their financial goals...