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Casra Mohammedrezai

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Estate Planning Conversation with Patrick & Casra

Estate Planning Conversation with Patrick & Casra

Nov 25, 2025 05:00 PM Pacific Standard Time - Nov 25, 2025 06:00 PM Pacific Standard Time

I am pleased to be hosting this informative webinar hosted by myself and partner Patrick Ruscitti from MNP Accounting.

Patrick Ruscitti is a Partner and member of MNP’s Assurance and Accounting team in Vancouver. He works with privately-held corporations and family run businesses, helping them strategically plan for growth, succession, asset protection, investments, obtaining/relieving debt, and the minimization of taxes. A trusted advisor to his clients, Patrick has assisted in multiple company sales, purchases, mergers, and expansions, and has advised against moving forward with such transactions when that was the best move for his client.

Casra Mohammedrezai is an Investment Advisor at CIBC Wood Gundy. After earning his Bachelor of Commerce degree from the University of Toronto, Casra returned home to carry on his commitment to helping families in his community reach their financial aspirations through financial planning, investment strategies, and estate planning. Casra is passionate about empowering his clients through education and personalized wealth strategies designed to build lasting financial success and relationships spanning generations. It’s important for Casra to build a practice and platform that allows him to share his knowledge and serve his clients in the various stages of wealth creation, preservation, and withdrawal.

This event will touch upon various topics within Estate Planning that we believe are often ignored or misconstrued. I am proud to be hosting this event with Patrick and we look forward to fostering reflection and thoughtful conversation with you. Please feel free to forward this Evite to any family or friends you believe would benefit from this discussion.

 

Date and time
November 25, 2025
5:00 - 6:00 p.m. PST

 

Location
This Session will be held online via Microsoft Teams
Please RSVP to Casra’s email below for calendar invitation and meeting link.

 

To reserve your spot, please RSVP by November 24, 2025 to 
Casra Mohammedrezai 
Investment Advisor
604 661-7786
casra.mohammedrezai@cibc.com

 

Hosted by 

Casra Mohammedrezai, B.Comm
Investment Advisor
Tel: 604 661-7786
casra.mohammedrezai@cibc.com

 

Patrick Ruscitti, CPA, CGA, CFP
Partner
Tel: 604 637-9763
Patrick.Ruscitti@mnp.ca


 

RSVP RSVP to Estate Planning Conversation with Patrick & Casra
<p>&ldquo;CIBC Private Wealth&rdquo; consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.<br /> This presentation is intended to provide general information and should not be construed as legal, investment, tax or other advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information presented should consult with his or her legal, financial advisor, or tax specialist.<br /> CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.<br /> If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p>

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.