Understand the estate planning process

Mar 04, 2025 11:00 AM Pacific Standard Time - Mar 04, 2025 12:00 PM Pacific Standard Time

Begin your Will and Estate journey by attending this informational presentation, followed by a question period. This event is complimentary with registration.

This presentation is designed to help individuals who may be considering their first Will and Power of Attorney, as well as clients who may want to review their existing Will and Power of Attorney. The purpose is to understand what one should consider when speaking with their lawyer or wealth advisor.

Speakers:

Mike Beishuizen, Lawyer
Westcoast Wills & Estates
He has always had a passion for wills and estate planning law, and as a consequence, he founded Westcoast Wills & Estates. He regularly advises clients on estate planning and prepares Wills, Trusts, Representation Agreements and Powers of Attorney. He also advises and helps clients apply to court for probate and committeeship orders.

Rob Sarkissian, Wealth Advisor
CIBC Private Wealth, Wood Gundy
As a Wealth Advisor at CIBC Wood Gundy, his role is to help clients preserve and grow their wealth. With 10 years in the financial advice industry, he offers a personalized wealth management model that utilizes the expertise of the CIBC Private Wealth offering to help clients achieve their purpose.