INTERGENERATIONAL ESTATE PLANNING
Steps, Tools & Strategy!

Over the next 10 years, $750 Billion is estimated to be transferred in Canada from Boomers to their descendants. In this webinar you will learn some of the most important strategies that can help you reduce taxation and give you piece of mind that your affairs will be taken care of correctly.

​

You will learn the 5 Effective Steps to estate planning, including how to set goals, and how to identify the right executor or guardian(s) for minor children.

 

Join us for this information packed webinar co hosted by Daren Givoque, Financial Advisor at O'Farrell Wealth & Estate Planning, and Jacqueline Power, Assistant Vice-President, Tax and Estate Planning Mackenzie Investments.