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Scotia Wealth Management Seminar: Planned Giving and How to make the most of your charitable gifts
At this seminar, you will learn how to make the most of your charitable gifts, including when to give, gifts of RRSPs/RRIFs and securities, how to legally escape capital gains tax and more. Speakers: Dave Lee (Senior Wealth Advisor, Scotia Wealth Management), Anthony Windeyer (Insurance Consultant, Scotia Wealth Insurance Services Inc.) and Jim Bindon (Director of Development, Peace Arch Hospital Foundation).
Scotia Wealth Management Seminar: Pla...Date and Time
Thursday May 10, 2018
10:00 AM - 11:30 AM PDTThursday May 10, 10:00-11:30 AM
Location
Scotia Wealth Management Boardroom, 100 - 1676 Martin Drive, White Rock
Fees/Admission
Free / Please RSVP as seating is limited.
Contact Information
Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
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