Featuring Brenda McEachern, B.Comm., LL.B, TEP
Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management
This session will have something for everyone -- financial advisors, lawyers, fundraisers. In consultation with allied professionals, Brenda develops advanced estate plans and proposals for clients in business and affluent markets wit ha focus on generational wealth transfer, tax-efficient investment and insurance strategies, asset protection and philanthropy.
Brenda will be reviewing recent case studies highlighting creative gift plans built around publicly traded securities, estate freezes and insurance.
