Open communication is at the heart of effective estate and tax planning.

Planning for the future involves more than investments alone. Estate and tax planning play an important role in ensuring your wishes are clearly understood and carried out as intended. This seminar will provide practical insights into common estate and tax planning considerations, helping you better understand how planning decisions may impact you and your family. The session is designed to support informed conversations and thoughtful preparation, particularly as life circumstances evolve.

Meet the Speakers

Larry Laurendeau

Senior Investment Advisor

 

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Chris Markou

Director, Estate Planning

 

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Noel Perera

Director, Tax Planning

 

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What the Seminar Will Cover

During this session, we will discuss:

  • Considerations when choosing an executor
  • Estate planning considerations for second marriages and blended families
  • How registered assets may be taxed as part of an estate
  • Key aspects of the probate process
  • U.S. estate tax considerations for Canadians who own U.S. property

Date & Time

Tuesday, May 5th, 2026 at 6:00pm EDT

Location

Courtyard Marriott Town Place Suite

1011 Bloor Street East

Oshawa, Ontario L1H 7K6

Register & Receive the Estate Information Organizer

Fill out the form below to register for the seminar. We will send you a complimentary copy of our Estate Information Organizer to help you gather and organize important information for estate planning discussions.


If you are already a client of BMO Nesbitt Burns, please contact your Investment Advisor for more information.