Free

Advanced Family Estate Planning

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Location

Location

Carling Executive Park

1525 Carling Avenue (between Kirkwood and Churchill)

Executive Boardroom - Lower Level

Ottawa, Ontario K1Z 8R1

Canada

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Event description

Description

Estate planning for you and your parents!

Are you concerned about your parents lack of planning or maybe you haven't consulted with an estate planner in over ten years? Then come hear from Ryan Lamontagne Inc.'s estate planning experts.

Agenda

  • Estate Planning Process

  • Life Insurance

  • Death and taxes

  • Will Planning and Probate

  • Special considerations (Cottage, U.S. estate tax....)

  • Trusts

  • Powers of Attorney

  • Conclusion

  • Questions

A copy of the handouts will be sent to you by email a few days following the workshop.

There are no handouts provided on site.


The Speaker

David Burnie, MBA, CFP, FCSI is a Partner at Ryan Lamontagne Inc. David provides comprehensive discretionary investment management for affluent individuals and their families, corporations and trusts throughout Central and Eastern Canada.

Working with a relatively small client base allows David to develop personal relationships with each of his clients. Those relationships, in turn, provide him with the in-depth understanding of his clients’ needs, as well as the level of trust required to actively manage their portfolios and make thoughtful decisions in the face of today’s often overwhelming markets. David is supported by the strength of the firm's partners and associates and a cadre of individually selected investment professionals.

David is registered as a Portfolio Manager with the Ontario Securities Commission and in 2013 he was named as a Fellow of the Canadian Securities Institute. David is the Chair of the firm’s Investment Review Committee.

An active member within the community, David lends his time and support to the Nepean Hotspurs Soccer Club where he currently coaches the club's competitive players. When not spending time with his wonderful wife Andria and three children, David enjoys playing the game of soccer and playing the drums to his favourite music.

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Date and Time

Location

Carling Executive Park

1525 Carling Avenue (between Kirkwood and Churchill)

Executive Boardroom - Lower Level

Ottawa, Ontario K1Z 8R1

Canada

View Map

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