Fraser Valley Estate PLanning Council

Ian Lusher, Genus Capital Management & Natasha Knox, Alaphia Financial Wellness

Assessing Client Values and Implementing a Values-Based Investment Strategy

Fraser Valley Estate PLanning Council

Upcoming Events

  • Economic Update
    21 Nov 23

    Speaker: Mark Jasayko, TD Wealth

    Topic: Economic Update

    Event sponsored by TD Wealth

    Gifting Life Insurance
    16 Jan 24

    Date: January 16, 2024

    Speaker: Tony Bosch, Hub Financial

    Topic: Gifting Life Insurance

    Event sponsored by Avisar

    FVEPC & CAGP Crossover Event
    19 Mar 24

    FVEPC & CAGP Crossover Event

    Topic: High-value Estate Planning for a Reflective Legacy

    Speakers: Paul Nazareth, CAGP & Yogesh Bhathella, KPMG


    Exclusively sponsored by KPMG

Fraser Valley Estate PLanning Council

Network Development

  • Become a part of our network and receive valuable professional development and information relative to Estate Planning in the Fraser Valley.

    View all our members or consider becoming a member.