Peace Arch Hospital Foundation Projects: Seminar: Estate Planning For Seniors

Seminar: Estate Planning For Seniors

Wondering how to find peace of mind when planning your estate? Join us as we discuss 10 things to know in estate planning, including but not limited to how to reduce taxes, minimize probate, and increase gifts to charity. 

Don’t wait, RSVP today for this FREE seminar, Estate Planning for Seniors. Hear from industry experts Dave Lee, Senior Wealth Advisor at ScotiaMcLeod® and Monique Trépanier, Estate and Trust Consultant at ScotiaTrust®, to learn the things you need to know when estate planning and ensure you gain peace of mind regarding your estate plans. 

Join us to learn how to:

  • Minimize taxes and probate in your estate plan 
  • Leave a lasting legacy for your family and for the charities close to your heart
  • Ensure your wishes are carried out 

There is great power in charitable giving, you become part of something bigger, and you connect at a deeper level with your community. Hear from Selina Lai, Philanthropy Officer, Legacy Giving at  Peace Arch Hospital Foundation to learn how gifts like these are making a big impact on your community, today and for generations to come.

Continue reading below to learn more about the presenters, Dave Lee and Monique Trépanier!

When
November 28, 2024
Where

Scotia Wealth Management

100 - 1676 Martin Drive, White Rock

Time(s)

10:00 - 11:30am 

Tickets

FREE! Only your RSVP to Scotia Wealth Management is required to gain access to this event.

Click the button below to RSVP via email, or call Scotia Wealth Management at 604.535.4714

RSVP now!

Meet the Presenters

Dave Lee works hands-on in constructing income producing investment portfolios for clients. He provides thoughtful, relevant advice on the “big picture” issues of people’s financial lives, such as retirement, charitable giving selling a business, and transferring wealth to the next generation. 

Dave Lee holds a Masters degree, he is a Fellow of the Canadian Securities Institute (FCSI) and past president of the Fraser Valley Estate Planning Council. 

 

Meet the Presenters

Monique Trépanier provides tailored estate and trust solutions for Scotia Wealth Management clients, working with their legal advisor to implement a comprehensive estate plan. 

Prior to joining Scotiabank, Monique practiced law in Vancouver, specializing in the areas of Wills and estates. 

"The simple act of giving is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference."
Stephanie Beck, Executive Director at Peace Arch Hospital Foundation
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