An estate planning workshop will be held on Nov. 18, from 10 a.m. to noon, at the Crown Isle Resort Ballroom.
The workshop is free to attend, but as this is an in-person event, you are asked to register in advance. Limited seating will be available, and all health protocols will be followed. Please register by visiting or by calling 250-338-8444 or 250-331-5957.
The Comox Valley Healthcare Foundation and Comox Valley Community Foundation have joined together to offer this workshop to encourage people to start or review their estate plans, as having an up-to-date will is the best gift you can leave your loved ones.
The workshop will offer an overview of topics to think about as you develop your will and estate plans, such as choosing an executor, specific matters to consider as you plan your estate, tax implications, planning and managing your investments, and the importance of talking with your family about your wishes. There will also be plenty of time for questions. More sessions will be planned based on feedback received and further estate planning-related topics of interest to the community.
Local professionals to be presenting at the workshop include:
鈥� Sasha Nowicki, lawyer, Swift Datoo
鈥� Lara Austin, investment & wealth advisor, RBC Dominion Securities Inc.
鈥� Donna Cloutier, CPA, CA, Cloutier Matthews
Nowicki graduated from UBC鈥檚 Faculty of Law in 2002, after which she articled and practised with a major national law firm in their Calgary office. She joined Swift Datoo in the spring of 2013 and focuses her practice on estate planning, elder law, and working with executors and administrators in applications for grants of probate and administration.
Austin has more than 18 years of experience as an investment advisor helping retirees, pre-retirees, business owners, busy executives and philanthropists ensure they are on track for a successful retirement. She works in partnership with her clients, based on transparency, trust, and diligence to detail.
Cloutier has over 15 years鈥� experience in the accounting industry. Her expertise includes both public practice and the working industry side for a publicly-traded company. She has become a trusted advisor, helping clients grow their business, increase their profitability, acquire assets, minimize taxes, and increase their business value.
