Name
Advisor Panel: Helping Our Clients Build a Lasting Legacy: Family Wealth Planning for the Future
Date & Time
Monday, October 23, 2023, 1:05 PM - 1:35 PM
Speakers
Gianni Crivello, iA Private Wealth
Laura Ross, Laura Ross Estate Consulting Services
John Tabet, ViewStone Partners Inc.
Mary Stewart, Integrity Capital Management
Gianni Crivello Laura Ross John Tabet Mary Stewart
Description

Join us as we touch on some of the more important aspects of Family and Legacy Wealth Planning such as: understanding family values and goals, Legacy Planning, Vision/Estate Planning Essentials, Multigenerational Wealth Transfer as well as other key topics.

Location Name
Grand Ballroom (Lower Concourse)
Full Address
Sheraton Centre Toronto
123 Queen St W
Toronto ON M5H 2M9
Canada