Estate Planning for Blended Families

Date: February 09, 2021

Speaker: François Bernier

François Bernier is Director, Tax and Estate, at Sun Life Financial. Based in the Montreal office of Sun Life, his main role is to work with the Eastern Canada sales team to support advisors. In this function, François will work with advisors regarding specific client situations and the planning solutions available to them.

Before joining Sun Life, François held a similar function at a well know Canadian Mutual Fund Company. During his tenure, François has delivered over 1500 presentations to advisors, accountants, center of influence and investors.

François also practiced law as a notary and held various managerial roles in the business world.

François has a Bachelor in Law and a Notarial Law Degree from Université de Montréal. He holds a certificate in personal financial planning and his pursuing a Masters in Taxation at École des Hautes Études Commerciales (HEC Montréal). He is a member of the Chambre des notaires du Québec.

François is also a regular contributor to a blog on Advisors.ca and Conseiller.ca.

Estate Planning for Blended Families

Hi there,

You are invited to a Zoom webinar.
When: Feb 9, 2021 12:00 PM Pacific Time (US and Canada)
Topic: Estate Planning for Blended Families

Please click the link below to join the webinar:
Passcode: 616609
Or iPhone one-tap : 
    US: +16468769923,,94372625779#  or 8887880099,,94372625779# (Toll Free)
Or Telephone:
    Dial(for higher quality, dial a number based on your current location):
        US: +1 646 876 9923  or 888 788 0099 (Toll Free) or 877 853 5247 (Toll Free)
Webinar ID: 943 7262 5779
    International numbers available: https://raymondjames.zoom.us/u/abk49bJq

Or an H.323/SIP room system:
    H.323: (US West) (US East) (India Mumbai) (India Hyderabad) (Amsterdam Netherlands) (Germany) (Australia Sydney) (Australia Melbourne) (Brazil) (Canada Toronto) (Canada Vancouver) (Japan Tokyo) (Japan Osaka)
    Meeting ID: 943 7262 5779
    Passcode: 616609
    SIP: 94372625779@zoomcrc.com
    Passcode: 616609

Estate Planning for Blended Families


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