"The Virtual Family Office: Wealth & Health Stewardship" Loren Francis, Highview Financial & Susan Hyatt, Silver Sherpa Meal Choices: Chicken Stuffed with Spinach and Roasted Red Pepper or Stuffed Portobello Mushroom (Vegetarian and Gluten-Free)
Adam co-founded Cambridge LLP law firm in 2010. Cambridge LLP now has four offices in Ontario and over 30 employees (18 lawyers). Adam is managing partner of the Estates Group which focuses on estate planning, administration and estate litigation. Adam has been certified by the […]
"US Death Taxation in Light of TCJA (Tax Cuts Job Act) and Secure Act" Elena Hanson is a Managing Director of Hanson Crossborder Tax Inc, a private international tax advisory company which she founded in 2012. Elena assists US, Canadian and international private clients and the […]
Elaine Blades, J.D., TEP Senior Manager, Professional Practice Group RBC Estate & Trust Services Royal Trust Corporation of Canada Elaine Blades, Senior Manager, Professional Practice Group (PPG) at RBC Estate & Trust Services, is a principal resource for technical and legal expertise for trust and […]
Suzanne Schultz, CPA, CA, CFP Vice-President and Estate Planning Specialist RBC Wealth Management Financial Services Inc. PRESENTATION: Tips and Traps when Including Annuities in a Client’s Planning In this presentation Suzanne will talk about the different kinds of annuities available on the market, the taxation of […]
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