Description

Planning ahead isn’t just about reducing taxes, it’s about protecting your wealth and ensuring it’s transferred the way you intend. In this practical and informative session, you’ll be introduced to key tax and estate planning strategies commonly used by Canadian families and business owners.

Topics include probate minimization, family trusts, alter ego and joint partner trusts, estate freezes, and wealth preservation techniques. The session is designed to simplify complex concepts and highlight real-world planning opportunities and potential risks.

What you’ll gain:

• A clearer understanding of how estate planning strategies work in Canada
• Practical ideas to help reduce taxes and protect your estate
• Insight into common planning gaps and how to avoid them
• Questions to ask your advisors when reviewing your own plan

Whether you’re planning for your family or advising clients, this session will equip you with actionable insights you can apply right away.

WHEN: 
Wednesday, June 3rd
12:00 pm - 1:00 pm

TICKETS: 
Free & exclusive to Richmond Chamber members though advanced registration is required. 

WHERE: 
Delivered virtually via Zoom 

PRESENTER: 

Geoff Chen, CIM®, CPA, CA, LL.M. (Tax), FEA, TEP
Investment Advisor, TD Wealth

Geoff provides comprehensive wealth management services to high-net-worth families, professionals, and entrepreneurs.

Geoff’s career spans advanced tax planning, estate strategies, and wealth preservation, allowing him to provide clients with a uniquely integrated advisory experience that bridges technical planning with proactive portfolio management. His practice focuses on building customized investment solutions aligned with clients’ financial objectives, risk tolerance, and legacy goals, while incorporating tax-efficient structures and succession planning strategies wherever appropriate.