Latest news

Planned giving: how to make the most of your charitable gifts

Thursday, May 10, 2018 at 10:00 AM

Written by Dave Lee
April 27, 2018

Learn about:
  • Legacy Giving
  • Whether to give now or later
  • When to use a foundation
  • Gifts of RRSPs/RRIFs and securities
  • Enhancing your gift with Life Insurance
  • How to escape capital gains tax (legally)
  • How poor planning may cause charitable tax credits to evaporate

Speakers

  • Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
  • Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.
  • Jim Bindon, Director Development, Peace Arch Hospital Foundation

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
  • Get Directions
  • Please be sure to RSVP as seating is limited

Understanding long term care and critical care insurance

Thursday, April 26, 2018 at 10:00 AM

Written by Dave Lee
April 19, 2018

Learn how critical illness insurance and long term care insurance protect you health and your livelihood.
Learn how the underwriting process works and how to get the best rates possible.

Those who already have coverage are welcome to come and learn more about their existing policies.

Speakers

  • Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
  • Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
  • Get Directions
  • Please be sure to RSVP as seating is limited