Estate Planning: Investment Strategies for different Life stages
|Indo Canada Chamber of Commerce is organising an interactive session on Estate Planning: Investment Strategies for different Life stages onJanuary 28, 2015.
Kamla Doodnauth, RBC, Wealth Management Estate and Trust Advisor
She has been serving clients throughout the Western Greater Toronto Area for over two decades. She works with individuals, families and businesses to provide customized estate, trust and incapacity solutions and helping clients to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney.
Punita Bansal, CFP, Financial Planner, RBC Financial Planning
She is a Certified Financial Planner and has a 5 year career in the financial services industry with specialization in Investment Planning & Retirement Planning. Whether you are making an important financial decision or would benefit from an overall review of your financial picture, she works with individuals and families to provide advice and solutions that address the various aspects of financial planning including Investment planning, Retirement Planning and Estate Planning.
Date: Wednesday, January 28, 2015
Please register here