Qualicum Beach Corner

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:

  • Why estate planning goes beyond just having a will (which should be reviewed regularly and updated as needed)
  • The role of an executor is not only important, but complex and choosing your executor should be carefully considered
  • Incapacity planning should not be overlooked and the importance of having power of attorney for both your finances and health are critical
  • How to plan a legacy and charitable giving for your family

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.

Qualicum branch

Qualicum branch

Qualicum branch

Grateful Hearts SOS COVID-19 Campaign

Grateful Hearts

BC & Alberta Guide Dog

Guide Dog event

What a great time we had at our Qualicum Beach Downtown Trick or Treat.

people in halloween costumes

people in halloween costumes

little boy dressed up in suit with brief case and bottle

Compassion for Vets Event

Group of people in front of image of dog

Dog and couple of people

What a great turn out to the annual Moonlight Madness event in downtown Qualicum Beach

Group of people in front of image of dog

Dog and couple of people

Our VICD (Vancouver Island Compassion Dogs) event raised over $5000 – the compassion dogs were the stars of the show!

Man(Stephen) in a wheelchair with dog(Sarge)

Dog named Trooper

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!

Visitor Centre's Map

David checks out the Qualicum Beach Visitor Centre's Map with the new addition of our Qualicum Beach branch

Stock Exchange

David & Shirley visit the New York Stock Exchange