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Estate Planning Council of CANADA

Unveiling Blind Spots: Navigating Holistic Estate Planning and Identifying Potential Pitfalls

  • May 09, 2024
  • 2:00 PM - 3:00 PM (EDT)
  • Virtual / Live Online Event / Recording Available



Join us for an insightful webinar where we delve into real-life estate planning cases, highlighting mistakes and unforeseen changes, and offering strategic solutions. In the world of large or complex estates, single-perspective planning often leads to unraveling complexities. 


We will examine several cases where comprehensive planning perspectives, including legal, accounting, financial planning, succession planning, philanthropy, insurance, and more, were crucial. Discover how integrating these perspectives can remedy or enhance estate plans, ensuring long-term success and security for a family legacy.


Brad Jesson, CPA, CA, CIM - Principal, Northwood Family Office

Brad is a member Northwood’s family office advisory group, working with families in the areas of goals based financial planning, investment management, tax planning, and next generation education.

In addition to his work with families, Brad is actively involved with Northwood next generation education and regularly contributes to Northwood's Thought Leadership Newsletter. 

Prior to joining Northwood, Brad worked as a Director a single-family office in Toronto, where he was responsible for the financial planning and reporting, investment management and taxation for the family office. Prior to that, he was CFO for BAMSS Group of Companies, a large privately owned family business in Alberta. Brad also worked at Mowbrey Gil – a mid-sized CPA firm – as a Senior Manager where he focused primarily on tax planning for individuals and privately held businesses.


Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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