PART 3 - Clarity over Complexity : A Wealth & Tax Series for Women
PART 3 — Legacy, Philanthropy & Peace of Mind - March 16, 2:30 - 3:30pm
RBC Her Capital Collective presents...
Designing a Legacy on Your Terms - Using tax strategy to align wealth with values and legacy goals
Wealth planning doesn’t end with you.
This session focuses on how thoughtful tax planning can support family, philanthropy, and long-term intentions — while reducing stress, conflict, and uncertainty.
Key Topics
What actually happens tax-wise at death in Canada
Minimizing probate, taxes, and administrative delays
Charitable giving strategies:
Donating appreciated securities
Donor-advised funds vs. private foundations
When life insurance becomes a powerful estate-planning tool
Protecting privacy and preserving family harmony
You’ll Walk Away With
A clearer understanding of estate and legacy planning decisions
How to give — during life or at death — in the most tax-efficient way
Confidence that your wealth reflects both intention and peace of mind
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Hosts and Moderators of the event:
Preet Khinda, CPA, CA Partner, LNS Chartered Professionals Accountants
Preet provides assurance, accounting, and tax services to a wide range of clients across various industries, with a specialization in not-for-profit organizations. She takes a hands-on approach, is actively involved in her client engagements, and is committed to providing timely support and practical advice.
Michelle De Souza, CPA, CMA - RBC DS, Andrukow Wealth Group
Jean Ogloff, CIM - RBC DS, Andrukow Wealth Group
Michelle and Jean are wealth advisors at the Andrukow Wealth Management Group of RBC Dominion Securities. They specialize in providing tailored investment management and thoughtful wealth planning strategies. Michelle and Jean work closely with clients to simplify complex financial decisions and build strategies designed for long-term confidence and clarity.
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RSVP by March 5th
This discussion will start at 2:30pm sharp and will be followed by a Q&A. We only have an hour, so please come on time (or even slightly before!).
WHERE:
Address: 855 - 2nd Street SW, Bankers Hall (once registered, specific address will be sent to audience)
Refreshments will be served.