We will look at the growing trend of passing on values before passing on wealth that is taking hold. With upwards of $1 trillion expected to be passed down as soon as 2026, Canadians have concerns about how a future inheritance will impact their heirs and 1/3 say their children don’t have the financial literacy to effectively manage a windfall.
Join us, and our special guests Aileen and Stephanie, as we talk about the importance of sharing knowledge and values with our loved ones to prepare them for the transfer of wealth. We’ll look at what can go wrong in wealth transfer, what goes well, and explore which values are most important to you. We hope you will join us in sharing stories and resources to support learning and connection. We have so much to learn from one another!
Stephanie Dean, BA, CFP, FCSI, CIWM
As a member of the RBC Family Office Services team, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through FP Canada™. In her role as Manager, Financial Literacy, Stephanie oversees the RBC Wealth Management Financial Literacy program, as well as broader strategic planning to support and grow this area across RBC Wealth Management. Stephanie is currently working towards a Master’s degree in education. An advocate both of and for advanced education, Stephanie has volunteered with FP Canada to develop and mark financial planning examinations and taught Certified Financial Planner (CFP) preparatory classes, and has also presented in classrooms with Junior Achievement.
Aileen Battye, LL.B, TEP
Aileen Battye, is the VP, Philanthropic Advisory Services with RBC Family Office Services. Aileen is a trust and estates lawyer with a deep knowledge in tax. She has been working with RBC’s top clients for the last 14 years, helping them plan for their family and business succession. The one thing that Aileen gets asked over and over by clients is how to prepare their children for the transfer of wealth, so that they are not afflicted by “affluenza”.
She has always been passionate about giving back to community, volunteering her time and talents with a number of large foundations and small not-for-profits, including being a long standing executive member on the board of STEP Canada. In her current role with RBC she combines her passion for community with her legal and tax knowledge to help clients navigate their charitable giving journeys.
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
Here is a link to share invitation with colleagues: https://www.epc-canada.org/event-5077685