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2026-06-04T16:00:00
The Executor's Journey - Webinar: Guiding You Through Key Phases
Hosted By:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
Presenter:
Lori Clements, CPA, CA, CFP: Director, Tax & Estate Planning
Serving as an Executor is a significant legal and personal responsibility.
This presentation explores the key phases of the Executor’s journey:
- What it really means to be name an executor
- The legal duties and personal responsabilities involved
- Common challenges executors face
- Risks, liabilities and time commitments
- When and why to seek professiona support
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.