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Estate Planning Strategies and what you need to know

Thanks to everyone who attended our estate planning strategies webinar.

Estate planning is more than simply deciding ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly, who matters to you. That means taking care of yourself, both now and in the future and taking care of the people closest to you now, in the future, and when you are no longer around.

FirstOntario Credit Union’s Vice President of Wealth, Ejaz Nadeem, joined estate planning specialists from Aviso Wealth and Concentra Trust for this informative presentation. Together, they explored how to be successful in the journey from estate planning to estate doing.

The event was recorded for those who missed it or who want to watch it again. 

In addition, we're happy to provide you with some helpful downloads to assist you in estate planning.

Estate planning information form

Estate planning overview

FirstOntario Host

​Ejaz Nadeem

​Vice President, FirstOntario Investments

FirstOntario Presenter

​Pat Van Meerbergen

​Trust & Estate Consultant, FirstOntario Investments & Concentra

Aviso Presenter

​Doug Carroll ​BBA JD LLM(Tax) CFP TEP

​Tax & Estate Specialist, Aviso Wealth inc.