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BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
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Podcasts & Webcasts

Client Webinar | Estate Planning in a Post-Covid-19 Era

Thursday, November 25, 2021 



Estate Planning is a mix of tax planning, wealth protection, family law and your vision!
 
  • Wills, Executors & Power of Attorneys
  • How to Reduce Probate Fees
  • Transfers to Children, Blended Families
  • How to Avoid Pitfalls
 
Speakers:
Carol Willes, MBA, LLM, TEP
Director, Estate Planning
BMO Private Wealth

Karen Chalovich, CIM, FCSI, CPCA
Senior Investment Advisor, Portfolio Manager, Financial Planner
BMO Nesbitt Burns

Catherine Watson
Financial Planner, Investment & Retirement Planning
BMO Bank of Montreal