Gord Sandberg

Estate Planning Specialist

Gord Sandberg is a valuable member of your IA’s team, helping you create and preserve your wealth.

Gord employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gord will partner with your other professional advisors in the development of appropriate solutions.

Gord can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada.

Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.

Joyce Burnett

Will & Estate Consultant

Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986. Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association. Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation. Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.

COMPLIMENTARY WILL & ESTATE PLANNING CONSULTATION

In appreciation of your valued business relationship with us, Katherine is pleased to offer you a complimentary Will & Estate Planning consultation with Joyce Burnett, a Will & Estate Consultant.Joyce works closely with Katherine to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Fresh insight may be the difference your investment portfolio needs to succeed in today’s ever-changing markets.

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