Smart Will & Estate Planning Virtual Seminar

  • Thursday, November 4, 2021
    4:00 pm - 5:00 pm

    Join us for an interactive virtual presentation on smart estate and tax planning, and making the most of your legacy. The one-hour session, led by Candice Jay (Vice President with Connor, Clark & Lunn Private Capital Ltd.) and Matthew Urback (Partner with Shibley Righton LLP) will cover a range of current issues related to smart will & estate planning, including:

    • Charitable giving trends across Canada
    • How to make the most of your charitable giving while ensuring your loved ones are provided for
    • Will Power, a national campaign to raise awareness of giving through wills.

    Candice has over 15 years of experience in the financial industry. Her practice guides and works with charitable foundations and high net worth clients to achieve their unique financial goals and strategies.

    Matthew practices in the areas of Estate, Civil and Commercial Litigation and has extensive experience with will challenges, guardianship applications, passing of accounts applications, solicitor’s negligence and other estate disputes.

    RSVP by November 1, 2021 at foundation.rsvp@westpark.org or 416-243-3625.

    Zoom log-in details will be sent to confirmed attendees.