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Tuesday, October 18, 2011

Changes to Alberta's Wills Act and to CPP for 2012 - seminar

Tomorrow night (October 19) I'm co-presenting a seminar to the clients of Scotia McLeod. If you are one of these clients, or would like to talk to someone about becoming one, this seminar might be of interest to you.

I'll be presenting on the basics of estate planning, with emphasis on the changes to Alberta's Wills and Succession Act, which comes into effect on January 1, 2012. Our focus will be on helping customers decide whether their wills need to be reviewed or updated because of these changes.

My fellow presenter for the evening will be Kevin Nitchke. He is a chartered accountant, and Manager of Taxation Service for the firm of Meyers Norris Penny. Kevin is going to speak about changes to Canada Pension Plan that will come into effect in 2012.

The evening will be hosted by Ted Fox, the Director of Wealth Management and Senior Wealth Advisor for Scotia McLeod, and David Martindale, Senior Wealth Advisor for Scotia McLeod. Between these two fellows and Kevin, there's a heck of a lot of financial knowledge in one place! If you currently work with someone at Scotia McLeod, or would like to, come on out and take advantage of this opportunity to talk to this group.

The event goes from 7:00 pm to 8:30 pm at the Royal Glenora Club, 11160 River Valley Road, Edmonton. There will be refreshments served.

An RSVP is required, though there is no cost to attend. Call Deana at 780-497-3223 or contact her at

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