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Estate Planning - Minimizing the Mess, Stress, and Excess

Released on Saturday, September 21, 2019•ESTATE PLANNING

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This presentation integrates legal and financial planning in the hopes of providing attendees with some tools to not only minimize taxes and fees at death, but also the confusion, conflict and unintended results that can arise without proper planning. Learn about why testamentary trusts can still be a vital part of your estate plan and the difference between a good Will and a great one.

Colin Ritchie

Colin S. Ritchie, Lawyer and Financial Planner

Colin Ritchie, LLB, CFP, CLU, TEP, and FMA, is a Vancouver-based fee-for-service lawyer and financial planner who does not sell investment or insurance, just advice. He graduated from the University of Victoria's Law Co-op programme in 1996 and spent just under five years in private practice as a lawyer before transitioning into financial planning and successfully completing his Certified Financial Planning (CFP) designation. Mr. Ritchie has worked in Sun Life's Estate and Financial Planning Services Department, working his way up to the role as a Director of Financial Planning. While at Sun Life, he also acquired the CLU (Certified Life Underwriter) and FMA (Financial Management Advisor) designations.