ESTATE PLANNING & TAX STRATEGIES FOR RETIREMENT
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Nepean Sportsplex, Ottawa, ON (The Richmond Room) June 16 & 18 6:30 - 8:00PM
Most Canadians spend years building their savings, investments, and retirement plans, yet far fewer understand the strategies that can reduce taxes, simplify estate planning, and protect what they leave behind.
Join us for our free, educational workshop designed to help individuals and couples gain clarity, avoid common mistakes, and make informed decisions about their estate, taxes, and long‑term financial confidence.
This is a strictly educational event. No financial products will be sold. Sponsored in part by Fidelity Investments.
Are you confident your estate will be handled the way you expect?
51% of Canadians don’t have a will.
43% haven’t discussed funeral plans.
39% of millionaires lack basic estate documents.
Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect their loved ones, avoid unnecessary taxes, and ensure their wishes are respected.
Without proper planning:
- Your spouse may not receive everything
- Common‑law partners may receive nothing
- The government decides who gets what
- Probate fees and delays can erode your estate
This workshop shows you how to avoid these outcomes.
During this 90-minute educational workshop, we will cover:
Legal Foundations
- What happens if you don’t have a will
- How probate works (and how to reduce fees)
- Choosing the right executor
- Power of Attorney: financial & personal care
Tax & Asset Strategies
- RRSP “meltdown” strategy to avoid the tax bomb
- TFSA optimization for long‑term tax‑free growth
- How to reduce taxes during life and on your estate
- When joint ownership helps and when it hurts
Family Protection & Organization
- How to avoid family conflict
- What your executor needs to know
- The Estate Directory: the #1 tool to prevent chaos
This 90 minute free workshop may be appropriate for individuals or couples who:
- Are nearing or in retirement
- Adult children supporting aging parents
- Future executors
- Anyone who wants clarity around wills, probate, and estate taxes
Meet Your Speakers
Daren Givoque, CDFA Financial Advisor
Daren Givoque, CDFA Financial Advisor
Daren Givoque, CDFA Financial Advisor
O'Farrell Wealth & Estate Planning
CI Assante Wealth Management Ltd.
Cole Seabrook, Financial Advisor
Daren Givoque, CDFA Financial Advisor
Daren Givoque, CDFA Financial Advisor
O'Farrell Wealth & Estate Planning
CI Assante Wealth Management Ltd.
Connie Lamble, B.A., LL.B., Lawyer
Daren Givoque, CDFA Financial Advisor
Connie Lamble, B.A., LL.B., Lawyer
Owner, Barrister, Solicitor
The Law Office of Connie Lamble