Next Event:
April 22
A webinar series for Canadians navigating wills, taxes, executors, and inheritance.
Save Your Family
Years of Stress
Make the Right Financial & Estate Decisions — Before They Cost Your Family
Most Canadians receive financial advice or legal guidance, but rarely both at the same time.
This complimentary webinar series changes that.
Join a leading law firm and a seasoned wealth advisor in a series of discussions that bring together financial planning and legal insight. Each session is designed to help families make informed, confident decisions about estates, cottages, inheritance, and real‑life planning challenges.
Register for one session—or all three.
Next Event: April 22nd
Cottage Ownership Uncovered:
Taxes, Finances & Estate Secrets
Thinking about buying, selling, or passing on a cottage or vacation property? This online session will provide practical insights:
Minimize tax liability and protect your investment during wealth transfer
Make informed decisions that work for your family both now and over time
Preserve the cottage for generations to come - protect the asset, plan for sharing strategies and limit family conflict
September
Executor Challenges Exposed:
Lessons from Real Estates
Learn what actually happens when someone is named executor. Understand how to protect your family from costly surprises during a difficult time.
Hidden duties most executors aren’t prepared
Family conflicts and legal traps that derail estates
Planning moves that make administration smoother
November
Fair vs. Equal:
How to Navigate Inheritance Wisely
Inheritance decisions aren’t one-size-fits-all. Learn to make choices that honor both family and legacy.
Distribute assets wisely without creating conflict.
When “equal” can actually feel unfair
Balancing family dynamics with financial decisions
Tips to plan an inheritance everyone can respect
Meet the Speakers
Adam Malcolm
Consultant - MFA-P, CFP
IG Wealth Management Inc.
Jessica Elie
Partner, Wealth Management and Estate Planning