Estate Planning (Cancelled)
Whatever your life stage, leaving unanswered questions about how to settle your affairs will make life for those you love even more difficult. Answering those questions now, and formalizing them in an estate plan, is an important step that shouldn’t wait.
Denise Levine – RBC
Trudi Hughes – RBC Trust
Michelle Casavant – Casavant Law
Members – $50, Non-Members – $55
Membership to FMI is free, and can be arranged here.
For catering purposes, your response is requested by: Sept. 6, 2019.
This event qualifies for 3 hours of CPD.
Michelle Casavant is a lawyer, negotiator, consultation advisor, and project manager. She tries, and most of the time succeeds, to achieve work life balance, more balanced on life with her 2 young kids and husband. She serves on a number of boards, hosts Indigenous cultural workshops in her community, serves under-privileged children and youth in the DTES, and works with Indigenous, immigrant and refugee women. Her estate planning practice brings her joy in providing estate plans for young families to protect their children and their legacies.
Trudi Hughes, Estate & Trust Advisor, has been serving clients throughout British Columbia for over 26 years. Her depth of experience, coupled with her professionalism and dedication to client service, serves her well in her current role. As an expert focused on executor services, she helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. Trudi can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Estate & Trust Services throughout Canada. She can provide customized solutions to help individuals carry out executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
Denise’s career started 29 years ago in the financial industry. Over that time she has gained knowledge and expertise in financial planning, investment management, project leadership, and training and development. Denise is a Canadian Investment Manager (CIM), Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI) and a Registered Retirement Consultant (RRC). In her current role with the Royal Bank, Denise is a specialist in Investment and Retirement Planning. She lives in Steveston, volunteers through Junior Achievement, the Development Disabilities Association, and the Shoreline Cleanup. Denise is an avid traveler, photographer, ballet dancer, and sword-fighter.