Estate Planning Workshop

Comox Valley Community Foundation and Comox Valley Healthcare Foundation

This workshop will offer an overview of topics to think about as you develop your Will and estate plans.

Crown Isle Resort & Golf Community

The Comox Valley Healthcare Foundation and Comox Valley Community Foundation have joined together to offer this workshop to encourage people to start or review their estate plans, as having an up-to-date Will is truly the best gift you can leave your loved ones. The workshop will offer an overview of topics to think about as you develop your Will and estate plans, such as choosing an executor, specific matters to consider as you plan your estate, tax implications, planning and managing your investments, and the importance of talking with your family about your wishes. There will also be plenty of time for questions. More sessions will be planned based on feedback received and further estate planning related topics of interest to the community.The Comox Valley is served by many stellar professionals who can assist clients with estate planning. We are pleased that three of them will be presenting on the 18th:•	Sasha Nowicki, Lawyer, Swift Datoo•	Lara Austin, Investment &amp; Wealth Advisor, RBC Dominion Securities Inc.•	Donna Cloutier, CPA, CA, Cloutier MatthewsSasha graduated from UBC’s Faculty of Law in 2002, after which she articled and practiced with a major national law firm in their Calgary office. She joined Swift Datoo in the spring of 2013 and focuses her practice on estate planning, elder law, and working with executors and administrators in applications for grants of probate and administration.

Lara has more than 18 years of experience as an Investment Advisor helping retirees, pre-retirees, business owners, busy executives and philanthropists ensure they are on track for a successful retirement. She works in partnership with her clients, based on transparency, trust, and diligence to detail. 


Donna has over 15 years’ experience in the accounting industry. Her expertise includes both public practice and the working industry side for a publicly traded company. Donna has become a trusted advisor, helping clients grow their business, increase their profitability, acquire assets, minimize taxes, and increase their business value.

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Estate Planning Workshop

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Estate Planning Workshop

More events from Comox Valley Community Foundation and Comox Valley Healthcare Foundation

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