Join Janice Domaratzki and Andras Birkus, portfolio managers with RBC Dominion Securities, as they review the steps they go through with clients when reviewing Wills and POAs, with portfolio reviews to minimize taxes, assess asset mix to reflect changing needs as you age, and changing regulations to ensure your POAs and executors understand their roles.

A Q&A session will follow the presentation, for you to ask your questions to Janice and Andras.

This webinar will not be recorded, in accordance to RBC’s policy.

The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est encouragée.

If you are not yet a member and would like to receive information on the National Association of Federal Retirees, join the mailing list by clicking here.

Note: you must be an Association member or guest of a member and registered in order to participate in this seminar.  To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.

Ottawa Branch Disclaimer: The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or a product or service, as being suitable for individual members, but brings them to the members’ attention so that they can make up their own minds.

This webinar will not provide investment advice regarding specific investments. The Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register. The Ottawa Branch does not select or recommend any specific investment products or companies, including this webinar presenter.

If you have any difficulties registering electronically, please email the Ottawa Branch at info@nafrottawa.com or call 613-737-2199.