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.

Course Curriculum

No curriculum found !