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Covid-19 Financial Contemplations: Making the Best Out of a Bad Situation
Released on Friday, November 6, 2020•ESTATE PLANNING
Covid-19 has forced many of us to take a long, hard second look at our finances and investments. Listen to this presentation in order to get some insight on ways you can potentially minimize the financial impact of this financial tsunami and best position yourself for its aftermath. Colin Ritchie will cover capital gains planning, use of trusts, and what to do about your mortgage.
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.
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