IG Wealth Management invites you to attend Estate Planning: The Conversation Your Family Will Thank You For, a seminar led by Aurèle Courcelles, Vice President of Tax and Estate Planning.
This session will help you better understand the conversations, considerations, and strategies involved in effective estate planning. Aurèle will share practical insights on navigating family dynamics, addressing tax implications, and avoiding common pitfalls.
Topics will include:
·      Starting the estate planning conversation
·      Key considerations and common pitfalls
·      Family and CRA friction points
·      Estate taxes: how they’re calculated and how to mitigate them
·      Trusts, estate freezes, and the role of the executor
Designed to inform and empower, this seminar is ideal for anyone looking to take thoughtful next steps in their estate planning journey.
Aurèle leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high-net-worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.
Aurèle is a Chartered Professional Accountant. He holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and has received the FP CanadaTM Fellow distinction for advancing FP Canada’s purpose and promoting and embodying FP Canada’s professional standards.
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Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams. Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams.
