The Basics on Leaving a Gift in Your Will

Do you have a will? Want to leave a lasting legacy on the charity of your choice? Join us on February 7th,  10 am-11 am, and learn more about the basics of leaving a gift in your will, powers of attorney, leaving stock donations, and hear about why one of Cornerstone’s legacy donors, Christine Gibbard, is leaving a gift in her will.

We will hear from the following guests:

– The Venerable Kathryn Otley Archdeacon Carleton DeaneryRector, Christ Church Bells Corners(CCBC)

-Dennis Molnar, JD, practices Family Law, Estates Law, and Civil Litigation

-Alan MacDonald, CFA, Investment Advisor and Chartered Financial Analyst for more than 25 years

-Warren Trickey, CPA, retired tax partner with McCay Duff LLP

– Christine Gibbard is a Cornerstone legacy donor and Financial Advisor at Sunlife on Preston.

Dennis Molnar’s practice includes Family Law and Civil Litigation with a focus on custody/access litigation, support and property litigation, property law/property disputes, estates litigation, and personal injury. Dennis has appeared before the Ontario Small Claims Court, Ontario Superior Court of Justice, Ontario Superior Court of Justice – Family Court, and Ontario Court of Justice.

Alan MacDonald has been an Investment Advisor and Chartered Financial Analyst for more than 25 years. As a life-long student of the financial markets, one of the most important lessons Alan has learned in his career is the essential role of careful planning in ensuring long-term success. A good plan requires clear goals, a detailed road map for how to achieve them, and a reliable system for measuring progress through all the inevitable market ups and downs. Alan’s specialty lies in using his experience to help his clients build and execute a customized financial plan, and then working with them to grow their wealth, preserve their assets for retirement, and create a life-changing legacy for future generations. When he isn’t in the office, Alan enjoys spending time with his family, reading, cycling, paddle boarding and hiking.

Warren Trickey is a retired tax partner with McCay Duff LLP who oversaw the tax practice for 30 years specializing in personal, corporate, estate tax planning and compliance. Warren has been a speaker at seminars, non-profit groups and taught various tax courses for CPA Ontario. He has been a partner to cornerstone for many years. He will be sharing with you great strategies to make the most of your Registered Retired Saving funds

Christine Gibbard is a Cornerstone legacy donor and Financial Advisor at Sunlife on Preston.

Please register today.