Planning With Trusts
Date: April 13, 2021
Speaker: Treva Newton with Alana Bryce and Jill Bone
Treva is a member of the Wealth Advisory Services Team. She has over 20 of experience in various roles within the Trust
industry, including Wills specialist and Trust Officer. Treva's extensive experience in Estate and Trust Administration enables
her to provide clients with customized estate plans to help optimize the transfer of wealth to future generations. Typical
strategies include the use of trusts, charitable giving, tax strategies and planning for incapacity.
Treva has earned the professional designation of Member Trust Institute (MTI) and is a member of the Society of Trust and Estate Professionals Canada (TEP). In addition, she has a
Bachelor of Commerce degree from the University of Victoria and is on the board of the Estate Planning Council of Victoria.
Join us as Treva Newton presents an overview of Planning with Trusts. Alana Bryce, Director, Trust Services with BMO Trust Company, and Jill Bone, Trust Officer with TD Wealth Private Trust, will contribute by sharing their experience with practical examples and applications - highlighting the pros and cons of this estate planning tool.
WebEx details for joining the presentation will be sent separately.