Certainty in Uncertain Times - Strategic Estate Planning
We will cover what is estate planning and why is this a process not an event. Included will be a comprehensive review of using Trusts (both Inter Vivos and Testamentary). We will cover the use of Guaranteed Investment Funds and why many investors miss this opportunity. We will wrap up the discussion on family legacy planning and walk through an example of who gets the family cottage?
28 May 2020, 11:00 AM
1 CPD hours
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Tony is an estate and tax planning accountant and life insurance advisor. Before founding AMS Wealth, Tony held various director positions within wealth advisory firms and began his career with PwC providing tax compliance and planning to high net-worth individuals and business owners. Tony provides sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach helps clients through the complexities of wealth transition and tax minimization strategies.
Tony has provided insightful information on matters regarding personal finance, tax and estate planning to various media outlets such as the Financial Post, The Globe and Mail, Advisor.ca and has appeared as a guest on BNN television and CBC radio.
Tony has tutored for the CPA Canada In-Depth Tax Program and has been a facilitator for the CPA Ontario program.