Executors are facing the perfect storm - Free Introduction
Five major concepts to understand as the Executor
This short video will give you a great introduction to what the full course will really dive much deeper on. There is also a testimonial from attendees who have participated to a full day live workshop. I encourage you to share this course with your friends, and definitely with your executor or testators, so you all can learn together how to prepare for that transition time that will probably be the most difficult in your life.
Enjoy the free peak, and please don't hesitate to register for the full course, tremendous amount of value in there.
Antoine is a Certified Executor Advisor (CEA), a Medical Professional Financial Strategist, and a Professional Engineer (P.Eng.). He published two books about the living benefits of life insurance, and has organized many financial education seminars over the last few years.
He's been organizing live executor workshops since January 2016 and the response from these events has encouraged him to bring the content and the expertise from the various speakers to this online platform.
He's passionate about financial education, and has been helping his clients make better choices and be better prepared for the unexpected since 2010.
Father of three girls, he believes that helping people make better decisions financially is critical for our next generations. There is going to be a massive wealth transfer from the baby boomers to the next generations in the next two decades, and without better planning, CRA will get the biggest portion of that wealth. Simple strategies can ensure that more money stay in the hands of the beneficiaries or the estates, instead of being eroded in the form of taxes.
The role of the executor is misunderstood and he's made it his mission to help educate both testators and executors on the challenges and strategies coming with the job of being an executor and dealing with a deceased's estate, long before the person dies.