PROTECTING WHAT MATTERS:
Join us virtually for an educational webinar with financial advisor Richard Cui, who will highlight what you need to know when creating an estate plan. Whether you’re starting to think about your future or looking to better understand how these strategies work in Canada, this webinar will help you make informed decisions that protect what matters most.
You will learn:
- what an estate plan should include and why it’s important
- what is a Power of Attorney and when you might need one
- how estate planning works within Canadian family law
- how you can make charitable gifts and leave a legacy
This webinar is for anyone interested in understanding the fundamentals of estate planning, including those considering leaving a legacy. We invite you to share this webinar invite with any friends or family who may be interested in the topic.
Please note: The webinar will be delivered in Mandarin. After registering, you will receive a confirmation email with the Zoom link to join the webinar.
If you have any questions, please email Hannah.Tsui@thepmcf.ca.
Get expert tips from our featured speaker
Richard Cui is a Certified Financial Planner (CFP) with IG Wealth Management, where he has spent the past 18 years helping professional clients and their families build tax-efficient, holistic financial plans.
His team’s approach goes beyond traditional investment advice, focusing on intergenerational wealth creation and preservation through tax minimization strategies. Richard believes that financial products should serve as by-products of a comprehensive, goals-based plan designed to achieve long-term success.