Seminar Headers - May 2026 (1920 x 300 px)

Event Details

DateWednesday, May 27, 2026

Time2:00 – 3:00 PM

 

VenueNorth Vancouver Lawn Bowling Club249 24th St E, North Vancouver

Reserve Your Spot

Guests: You’re welcome to bring a guest.

Parking: Free parking is available in the North Vancouver Lawn Bowling Club’s lot or on 24th Street East.

WHAT YOU WILL LEARN

  • How to organize your estate so your wishes are clear
  • Ways to protect your assets and support your family
  • What to consider when planning for children or future needs
  • How tools like wills and trusts can work together
  • Where tax considerations come into play
  • How to include charitable giving in your estate, and the potential tax benefits
  • How to make things simpler for those who will carry out your wishes
 

Planning your legacy can feel like a big, abstract task, especially if you’re not sure where to start.

In this practical, one-hour session, you’ll be guided through the key considerations in building an estate plan that reflects your priorities. Monique Trépanier and Brie Fraser will walk through how to think about your assets, your family, and how charitable giving can fit into your plans, in a clear, straightforward way.

You’ll come away with a better understanding of your options, and a stronger sense of how to move forward in a way that feels right for you and the people you care about.

OUR SPEAKERS

Monique P. Trépanier, B.A. (Hon.), LL.B, TEP is an estate and trust specialist with Scotia Wealth Management who focuses on helping individuals and families navigate the complexities of estate planning with clarity and confidence. With a legal background and her Trust and Estate Practitioner designation, she provides guidance on wills, trusts, and tax efficient strategies, as well as charitable and legacy planning. Monique brings a thoughtful, practical perspective to her work, helping clients align their estate plans with their personal values and long term intentions.

Brie Fraser, B.A. Econ, CIM is a wealth advisor with Scotia Wealth Management who works with clients to build and manage investment strategies that support their broader financial and estate planning goals. With a background in economics and her Chartered Investment Manager designation, she offers insight into portfolio management, retirement planning, and preserving wealth across generations. Brie is known for her approachable style and ability to make complex financial concepts accessible, helping clients feel informed and confident in their planning decisions.

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For more information, please contact:

Carolyn Anderson
Director, Planned Giving
604.984.5857
carolyn.anderson@vch.ca