Estate Planning: More Than Just a Will, with Senior Trust Advisors Paula Lester and Damian McGrath
If you were unable to attend our most recent Client Insights webinar, Estate Planning: More Than Just a Will, you will find a link to the recording below so that you can watch when you are able.
The webinar features two of our Raymond James senior trust advisors, Paula Lester and Damian McGrath. Paula and Damian tackled many important subjects for individuals and families to consider when forming their estate plans.
During the webinar you will hear:
Paula and Damian also answered many common and important questions from viewers about estate planning. Please let me know if you have any questions related to your estate planning objectives or any other questions about effectively preserving and passing along your wealth according to your objectives. And also feel free to share the link with anyone you feel could benefit from it.
Having so much fun running our Raymond James Qualicum Beach branch, it's hard to believe 15 years have passed since our opening in January 2006.
BC & Alberta Guide Dog
What a great time we had at our Qualicum Beach Downtown Trick or Treat.
What a great turn out to the annual Moonlight Madness event in downtown Qualicum Beach
Our VICD (Vancouver Island Compassion Dogs) event raised over $5000 – the compassion dogs were the stars of the show!
A warm thank you to Vancouver Island Compassion Dogs for their presentation informing us of the exceptional work they do in training dogs and assisting veterans with PTSD. We are proud to be a sponsor of this worthy cause!
David checks out the Qualicum Beach Visitor Centre's Map with the new addition of our Qualicum Beach branch
David & Shirley visit the New York Stock Exchange