About this Course

This new free series program is designed for newcomers to the province in recent 5 years or anyone believes they need newcomer supports. Estate planning is more than legal documents—it's a powerful way to care for your loved ones and shape the legacy you leave behind. In Caring Forward: Estate Planning with Purpose, Pamela Yoon, RBC Dominion Securities Senior Portfolio Manager will discuss how thoughtful planning can ease future burdens, preserve family harmony, and reflect your values. Through case studies and a walkthrough of financial planning, this seminar will demystify the estate planning process and show how accessible and empowering it can be. Whether you're just beginning or refining your plans, you'll gain practical insights into estate planning, giving, and legacy decisions. This seminar will discuss: • Connecting loved ones to your legacy • Financial implications of estate planning with different types of assets • Case studies and stories • The session will include Q&A The session is in English and Chinese Tea and coffee are provided.