$80

Trust Services

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Date and Time

Location

Location

RBC Dominion Securities

2345 Yonge Street

10th Floor

Toronto, Ontario M4P 2E5

Canada

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Event description

Description

Topics covered in this session:

Executor:

  • What does it mean to be an executor?
  • Typical executor duties

Settling an estate: step by step

  1. Preliminary Steps
  2. Beneficiary Relationships
  3. Safeguarding Estate Assets
  4. Valuing the Estate
  5. Administering the Estate
  6. Taxes
  7. Distribution

Where to look for assistance

  • Trust Companies
  • Lawyers
  • Accountants




Agenda:

2:30 - 3:00: Registration

3:00 - 5:00: Presentation

5:00 - 6:30: Post Event Networking and Wine & Cheese Reception



Ken Mau, CPA, CA - Wealth Planning Consultation
Ken specializes in tax and estate planning for high-net-worth and ultra-high-net-worth families, especially those who recently arrived into Canada.

Ken works closely with your RBC advisor to identify strategies and solutions to structure your affairs in a manner that addresses your overall wealth planning records, customized to meet your personal, family, and business planning objectives, which you would then discuss and implement with the account and/or lawyer.



Rita Li - CFA, MBA, CFP

Is a wealth management professional with experiences working at top investment firms in Canada and abroad. She is passionate in helping families with wealth accumulation and preservation over multi-generations by providing guidance through periods of volatility and designing customized investment solutions. Rita is committed to her relationship with clients and their financial well-beings.



Ori Rubin - Trust and Estate Advisor

As the Will and Estate Advisor for the Greater Toronto Region, Ori Rubin brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive and effective estate plan that meets their particular needs.
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Date and Time

Location

RBC Dominion Securities

2345 Yonge Street

10th Floor

Toronto, Ontario M4P 2E5

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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