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Estate & Tax Planning Seminar

Event date and time from May 05, 2026 06:00 PM Eastern Daylight Time to May 06, 2026 08:00 PM Eastern Daylight TimeMay 05, 2026 06:00 PM Eastern Daylight Time - May 06, 2026 08:00 PM Eastern Daylight Time

Event location Courtyard Marriott Town Place Suite 1011 Bloor Street East, Oshawa, Ontario Courtyard Marriott Town Place Suite 1011 Bloor Street East, Oshawa, Ontario

We’re excited to invite you to an in‑person seminar on Estate and Tax Planning. Join us for a comprehensive discussion led by our guest speakers: Larry Laurendeau, Senior Investment Advisor; Chris Markou, Director of Estate Planning; and Noel Perera, Director of Tax Planning

 

What we will cover:

  • What do you consider when choosing an Executor?
  • How do you plan when you are in a second marriage?
  • How are registered assets taxed in your estate?
  • What to know about the probate process?
  • What to know about U.S. Estate Taxation if you own a U.S. property?

 

RSVP

Call 905-404-8316 or

Email carrie.chiasson@nbpcd.com or

Visit www.financialplaybook.ca

 

RSVP

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A dedicated team of highly disciplined Banking, Investment, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists.

larry

We are a dedicated investment team with over 35 years of experience advising affluent families and business owners. We focus on providing tailored investment, tax and retirement planning to individuals and corporate clients.

 

We strongly believe in working closely with our clients to develop a deep understanding of what they really need and want. We take the time to learn about their families, their businesses, and their goals for the future.

 

To arrange your complimentary consultation or for more information regarding any of our services, please contact us at 905-404-6651.

 

Meet The Team
carrie

 

 

Our approach is what sets us apart

Planning focused, our solutions are informed by insight, expertise and a commitment to help clients realize their aspirations, at all stages of life.

 

Using a holistic approach, Larry collaborates with his colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals. Our goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans.

 

We know how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

 

Our Approach

We’ve Done It Again!

 

BMO named Best Private Bank in Canada
by World Finance Magazine for the 14th consecutive year (2011 – 2024).

 

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Our Services

 

Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

Click here for more info.

 

Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

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Estate Planning: Our team will work with you to create a comprehensive estate plan that aligns with your values. 

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Tax Planning: Tax minimization is a key strategy to manage your wealth. A Stewart | Larry & Associates professional will work with your current tax team to help you effectively manage your assets. 

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Responsible Investing:  We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly. 

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Cross-Border Solutions: If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border. 

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Professional Athlete Wealth Management:The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.

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