How does planning need to change in order to consider digital assets? Do today's estate plans fall short? We will look at the current estate planning practice, define what is considered a digital asset, what we might be missing, and how best to adapt to include digital assets.
Dave Madan, Market Lead at Scotia Wealth Management - Scotiatrust, and member of STEP Global’s Digital Asset Special Interest Group’s Steering Committee, will discuss digital assets in estate planning.
We will also examine what could happen if we don't include those assets.
There will be time for discussion, asking questions, and sharing best practices across the country, so come prepared to explore this exciting topic!
Dave Madan, MBA, CFP®, CIM®, PFP®, TEP, FCSI®
As a leader in Estate and Trust services, Dave brings extensive experience from the world of wealth management, as well as previous experience from working in tech.
Dave has worked in the financial industry since 2004, and holds his MBA degree. He is a Certified Financial Planner Professional (CFP®), a Chartered Investment Manager (CIM®), a Personal Financial Planner (PFP®), a Trust and Estate Practitioner (TEP), and a Fellow of the Canadian Securities Institute (FCSI®).
Previous to his career in financial services, Dave’s work with Microsoft and Dell consisted of supporting large organizations deploy computer hardware and software in production environments, as well as coding in several different programming languages. Today, he is involved in many different emerging blockchain projects including mining and trading cryptocurrencies.
Stay on with us after the presentation to ask questions and to learn how to secure your own digital assets.
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.