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
Karen A. Chalovich