Join us for lunch, and an afternoon of dynamic content!
Our half day of sessions will cover:
- Successful Succession and Wealth Transition Planning
- 2023 Tax Update
- Leveraging Insurance as an estate planning tool
- Segregated Funds: An alternative to a family trust in an estate plan
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There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.