Estate Planning & Tax Smart Giving Webinar

Leaving a gift in your Will is a simple and impactful way of giving. Planned gifts—or estate and willed gifts—enable our hospital to plan today for the future health of our community. Planned gifts can come in any size or style—it depends on your plans.

We invite you to join us for a live webinar to learn more about estate planning and tax-smart giving. You will learn how to:

  • Plan for future charitable gifts to meet your goals
  • Minimize taxes on your estate
  • Leave more to your estate by converting taxes to donations
  • Engage your family in estate planning conversations


Thursday, October 15, 2020

3:00 PM – 4:00 PM

REGISTER & ASK A QUESTION

Details for this free virtual session will be e-mailed to you prior to the event.

 

Caroline Riseboro, President & CEO, Trillium Health Partners Foundation

Caroline Riseboro is the President & CEO of Trillium Health Partners Foundation (THPF), the largest hospital in Canada and where Caroline was born.  Prior to her role at THPF, Caroline was the President and CEO of Plan International Canada, where she remains the youngest person in history to lead a major Canadian charity. Caroline is well respected for being a champion of innovation and is committed to deepening the community’s engagement with Trillium Health Partners to advance on our bold mission of creating a new kind of health care for a healthier community. Caroline’s accomplishments have been widely recognized when in 2019, Caroline was named Canada’s Most Admired CEO, public sector by Waterstone Human Capital, and in 2017 and 2018, Caroline was recognized as Canada’s Top 100 Most Powerful Women in the trailblazer category.  

 

 

Sherilyn Ketchen, Portfolio Manager, Investment Advisor, Ketchen Asset Management, RBC Wealth Management, RBC Dominion Securities Inc.

A graduate of the University of Toronto, Sherilyn brings over 20 years’ experience in the financial services industry to RBC Dominion Securities, and is proud to be the fourth generation of her family to work in the investment business. A Portfolio Manager and Investment Advisor, Sherilyn possesses extensive knowledge of securities and specializes in wealth preservation and investment management. Her focus is on building long-term relationships with her clients, assisting them to achieve their goals for their families, businesses and retirement. Sherilyn provides a superior client experience by incorporating her credentials, expertise and experience into her wealth management approach. She is fully licensed in securities, options and insurance, and has earned the Financial Management Advisor (FMA) designation through the Canadian Securities Institute. She has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).

An avid football fan, her weekends are usually spent watching the Arsenal Football Club. In her spare time she attempts to school her children on the finer points of the beautiful game, lessons which they have yet to embrace.