Wills and Power of Attorneys; Death changes the nature of money… | TMFG | CI Assante Wealth Management Ltd.

Wills and Power of Attorneys; Death changes the nature of money…

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We invite you to join us for our series of workshops we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.

This event will take place at the Thornhill Country Club on Friday June 21st between 12:00 and 1:00pm.

You will learn about:

  • What you need to know about wills and power of attorneys
  • Minefields and ticking time bombs; what Fish & Associates lawyers find in their will reviews
  • Inside the world of a Wills lawyer; stories that will shock, surprise and bring you to tears

    Protect your family, stop the fighting, be prepared; planning ahead is the key…

These are just a few of the serious concerns facing Canadians. Mike Connon, Carlo Cansino and special guest Les Kotzer; Wills lawyer with Fish & Associates, will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

Les Kotzer is a Wills lawyer with a focus on saving the family from an inheritance battle. He feels strongly about saving the family, not just saving taxes. He is a co-author of 3 books, his latest book “Where There’s an Inheritance” contains stories from behind closed doors of Fish & Associates. He has also been featured in the Times Magazine, The New York Times, National Post, CNN, Fox and CTV News to name a few.

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CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.