Estate Planning Seminar

Understanding your estate planning options in BC

  • October 19
  • Abbotsford campus

Learn information about strategies that will help guide you through the estate planning process, including:

  • Who to consider for your support cast
  • Solutions for your Estate Planning
  • Common “pitfalls” to avoid

Hosted by RBC Dominion Securities

Lonny Andrews, CIM, FCSI
Vice-President, Portfolio Manager & Wealth Advisor

Mark Siemens, BA, CFP, CIM
Associate Portfolio Manager & Investment Advisor

Guest speakers

Phylicia Rye
Senior Trust Advisor, RBC Estate & Trust Services

Catharine Turner
Senior Trust Advisor, RBC Estate $ Trust Services

Please RSVP to Nikolas Venema at 604-870-3188 or nikolas.venema@rbc.com, to receive room location and complimentary parking pass.

Venue provided by University of the Fraser Valley

Questions? Contact Sherri.Magson@ufv.ca

 

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