Will Planning 101 Webinar
A Will is a living legal document expressing your wishes after you pass. Writing a Will is important to ensure your wishes are met and your loved ones are taken care of – long after you’re gone. Proper planning can also ensure that your wishes are carried out in the most tax efficient way.
The fact is, a Will can be an impactful tool, bringing positive change to your loved ones and even the community, but it needs to be properly planned and created in advance. Not sure where to start? You’re in luck!
We are hosting a live webinar to educate our community members – just like you – on the importance of creating a Will and how to properly communicate how you would like your assets distributed. The webinar will feature expert advice to help you navigate through the dos and don’ts of creating your own Will.
Tuesday, November 16, 2021
Details for the webinar will be e-mailed to you prior to the event.
Sherilyn Ketchen, Portfolio Manager, Investment Advisor Nicole Lamont, CFRE, Vice President, Philanthropy
Ketchen Asset Management, RBC Wealth Management, RBC Dominion Securities Inc.
Sherilyn is a Portfolio Manager and the fourth generation of her family to work in the investment business. For over 20 years, she has been proud to carry on this tradition of excellence and integrity.
Specializing in wealth preservation and investment management, her focus is on building strong relationships with her clients, and providing them with comprehensive wealth management solutions to meet their long-term goals. Sherilyn 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).
Sherilyn is married and lives in Mississauga. An avid football fan, her weekends are usually spent watching the Arsenal Football Club. In her spare time, she attempts to school her two sons on the finer points of the game, lessons which they have yet to embrace.
Trillium Health Partners Foundation
As Vice President, Philanthropy, Nicole Lamont is responsible for all relationship-based fundraising activities including transformational gifts, major gifts (individual, corporate & foundation), planned gifts and third party events. Nicole leads a team of seven staff and is accountable for $70M in annual total fundraising activity.
Nicole began her career at The Credit Valley Hospital Foundation in 2002 and has since held successive leadership roles in donor relations and major gifts. She played a key role in the amalgamation of The Credit Valley Hospital Foundation and Trillium Health Centre Foundation in 2013. Nicole’s academic commitment to a career in professional fundraising began at The University of Western Ontario concluding with her post graduate diploma in Fund Development from Fanshawe College. Later earning her Certified Fundraising Executive (CFRE) designation in 2004 as one of the youngest Canadians to receive this distinction. Thereafter, she completed; the Physician & Director Leadership program at the Rotman School of Management at the University of Toronto, the Fundraising Leadership program at the Wisconsin School of Business and the Ivey Leadership Program at the Ivey School of Business at the University of Western Ontario.
Sherilyn Ketchen, Portfolio Manager, Investment Advisor
Nicole Lamont, CFRE, Vice President, Philanthropy