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Business Succession-Planning to sell your business in the next five years?

Jun 05, 2024 06:00 PM Pacific Daylight Time - Jun 05, 2024 08:00 PM Pacific Daylight Time
1730 Riverside Lane Courtenay, BC

Planning to sell your business in the next five years? A successful business exit plan takes years of preparation – only the business owners who take the right steps along the way will get the price they want.

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Estate-Planning Mini-Series - Executor Planning

Apr 17, 2024 01:00 PM Pacific Daylight Time - Apr 17, 2024 02:30 PM Pacific Daylight Time
RBC Dominion Securities 777 Fitzgerald Ave Courtenay, BC

The role of executor is an important one, and we'll guide you through some of the key considerations. These include the duties of an executor, processing and estate, setting beneficiary expectations, probate and who pays who and when?

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Estate - Planning Mini-Series - Incapacity Planning

Apr 10, 2024 01:00 PM Pacific Daylight Time - Apr 10, 2024 02:30 PM Pacific Daylight Time
RBC Dominion Securities 777 Fitzgerald Avenue Courtenay, BC

Planning ahead for your own future, or that of a loved one? Gain expert insights on choosing a Power of Attorney, and their responsibilities, healthcare agreements, and what you need to know about medical aid dying (MAID). Other topics for discussion will include: When is the right time to act, and what can go wrong?

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Estate Planning Mini Series - Will and Estate Planning - Including NEW bare trust information

Apr 03, 2024 01:00 PM Pacific Daylight Time - Apr 03, 2024 02:30 PM Pacific Daylight Time
RBC Dominion Securities 777 Fitzgerald Ave Courtenay, BC

Choosing an executor and common will errors are just two of the topics to be covered in this informative session.  Our legal-expert guest speakers will also outline what to consider before meeting your estate lawyer, how to include charitable organizations in your planning, and how to structure your estate for financial/tax efficiency and to achieve your objectives in light of new provincial and federal reporting requirements, including rules around bare trusts.

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RBC Meet and Greet Event for Business Owners

Nov 23, 2023 11:30 AM Pacific Standard Time - Nov 23, 2023 06:00 PM Pacific Standard Time
399 Clubhouse Dr Courtenay, BC

Join us for this exclusive meet and greet event designed to offer business owners and operators in central Vancouver Island immediate access to RBC specialists who can help grow and
protect your business. With this special format, you’ll have a chance to meet one-on-one with seven experts, ask questions, get information, and opt for follow up – all within 30 minutes, as we know your time is valuable.
Pre-registration bonus:
Pre-registration is recommended but not required. Business owners or representatives who pre-register and then “sign in” will have their names added to a draw for a $200 Kingfisher Gift Certificate.

 

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