Webinar: Estate planning
Whether you want to protect your wealth, pay less tax, or plan the transfer of your wealth to your children, advice from wealth management professionals may help you achieve your goal.
CCPAA-ON is hosting a CPD-accredited webinar to give an introduction to trusts, with a focus on how they are commonly used in wealth and estate planning. This webinar will be facilitated by two industry professionals from Cidel Asset Management. The speakers will provide an overview of the main types of domestic and non-resident trusts and discuss how these are used for both Canadian and international families as part of their wealth plan.
Featured Speakers
Aiden Batist
Associate Investment Counsellor at Cidel Asset Management
Aiden works with private and institutional clients on asset management, fiduciary services and specialized banking to provide holistic planning and wealth management solutions. He is a Certified Financial Planner (CFP™) and a Chartered Investment Manager (CIM®).
Megan Duncan
Assistant Vice President at Cidel Trust Company
Megan works with high net worth families and the tax and estate planning community to provide comprehensive wealth management solutions. Megan has an MBA and is a Chartered Investment Manager (CIM®) holder.
Event Information
Date: Tuesday, July 11, 2023
Time: 7:00 pm – 8:00 pm ET (registration starts at 6:45 pm)
Session Format: Online Webinar
Language: English
CPD credit: 1 hour
Cost:Member: Free, Non-member: $15
Enrolment Limit: 80 People
Registration Deadline: July 10, 2023 at 5:00 pm ET
Once registered, you will receive an email confirmation with webinar details.
Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.
Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.
