Professionals Helping Executors - Monthly Subscription
Learn tips and tricks from the professionals in the field
After having organized live workshops in the Edmonton region for over two years, I've combined here some of the most valuable information that has been shared on the road by many different professionals. You'll hear from a lawyer, accountant, executor advisor, insurance broker, auctioneer, funeral director... who all have some valuable tips and lessons to share with you as you prepare for the hardest job you never applied for.
As time goes, we will add more content and information on this platform, and we really look forward to hearing from you with questions, comments or suggestions to improve the course.
Enjoy the journey, and please remember, don't feel overwhelmed. The best time to plant a tree was 20 years ago, the second best time is today, and since you've signed up for this course, you're well on your way to get some roots in the Executorship.
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.