Smart Will & Estate Planning
Smart Will & Estate Planning
Join West Park Foundation on Friday, May 3 (9:30 – 11:00am) at Lambton Golf & Country Club for an exclusive presentation on Smart Will & Estate Planning.
Led by Mitchell Ross (RBC Wealth Management Investment Advisor) and Michelle Munro (Director, Tax & Retirement Research, Fidelity Investments Canada), this interactive presentation will cover a range of topics to make estate planning easier to manage, including:
• How to leave a lasting legacy
• The importance of a Will (and what happens if you die without one)
• Beneficiary designations
• How to minimize taxes on death
• Tax efficient ways to give to charity
• Trusts and new trust rules (including Bare Trusts)
A Q & A session will follow the presentation
Mitchell Ross is a member of the Ross Wealth Management team (with over 65 years of combined experience) at RBC Dominion Securities Inc, and is dedicated to helping clients make decisions that will ensure their financial success through all phases of their life and their business.
Michelle Munro advises on complex tax issues that affect various investments and their clients. She is a leading member of Fidelity’s research team that specializes in issues around planning for and living in retirement. Michelle has a special interest in women and wealth, estate planning, and planning for life’s unexpected events. Michelle holds a Chartered Accountant (CA) designation.
Attendance by reservation only – limited seats available
Please RSVP by April 26 to
Foundation.rsvp@westpark.org or 416.243.3663
