Join our expert panelists to get insight on how to plan for your financial future in uncertain times. Learn from their expertise and get your questions answered regarding financial planning, taxes, estate planning, and charitable giving. We'll have information on some recent changes and discuss possible changes down the road that might affect your plans. It’s never too late - or too early - to get 'tips and tricks' for your financial plans.
Please note, while this event is open to all alumni, regardless of location, it features experts and information focusing on Ontario.
Panelists:
Douglas Lai, Com'15, CFA, CFP, CIM
Wealth Advisor, ScotiaMcLeod Inc | The Fallis Group
Margaret O'Sullivan, Artsci'78, Law'81
Managing Partner, O'Sullivan Estate Lawyers
Leslie-Anne Scorgie, AMBA'12
Founder of MeVest.ca
Moderator:
Colin McLeod, Artsci'09
Executive VP Operations, Queen's University Alumni Association
Presented in partnership with Queen's Gift Planning.
