Walkley – May 14

Come and join us for an evening workshop at the Kelly Funeral – Walkley Chapel.  The event is free, but you need to register hereDon’t miss the opportunity to hear the local experts give you tips about estate planning and executorship.

We have quite the lineup setup, come and hear an Estate Lawyer, an Executor Advisor / Insurance Expert, an Accountant, an Estate Downsizing / Realtor, a Credit Union Advisor and a Funeral Director.

The event starts at 6pm and will be over around 8:30ish, depending on how many questions we get.

Estate Lawyer - Certified Executor Advisor
Chantal is a lawyer at Persona Law Group, and also a Certified Executor Advisor. Her practice focuses entirely on Wills and Estates.
Executor Advisor - Insurance Expert
Antoine is the founder of Executor Experts, he is a Certified Executor Advisor, and operates under his company Rempp Financial.
Executor Advisor - Auctioneer - Realtor
Barry is CEO of Gordon’s Downsizing & Estate Services and the exclusive trainer for the Certified Relocation and Transition Specialist designation in Canada.
Tax Accountant
Kody is a tax accountant and partner with GGFL in Ottawa.
Advance Planning Funeral Director
Meghan is an advance planning funeral director who helps families plan ahead in order to reduce the financial burden on their loved ones.
Financial Advisor
Laura is a financial advisor for the Frontline Credit Union in Ottawa, which is offering funeral financing for its members.

Several professionals from various fields come together to help the executor and the testator understand what happens when someone dies. It also offers some great tips to plan ahead as much as possible, so people can focus more on grief and less on administrative paperwork when the time comes.
There is a lawyer, an accountant, an executor advisor/financial advisor, a downsizing expert/realtor, a credit union branch manager, and a funeral director.
It will be a value packed evening!

The event will start at 6pm sharp, so please come 10-15 min to make sure you have time to park, and then sign in at the door.

The event is free to attend, but registration online prior to the event is required.

No need to print you tickets online, but if you realize that you can’t make it despite having registered, please call us know or email us so we can invite someone on the waiting list to join us.

Yes, for those of you who are coming straight from work, we will have a break with some finger food half way through, and some refreshments.

Event Details