Peace Arch Hospital Foundation Projects: Planned Giving Seminar Series

Planned Giving Seminar Series

Wondering how to make the most of your planned giving? Join PAHF and our banking partners for four seminars this Fall focused on estate planning, wills, reducing taxes, and maximizing your charitable impact.

Don’t wait, RSVP today for one or all of these FREE seminars. Hear from industry experts at RBC Dominion Securities, SY Wealth, ScotiaTrust®, and CIBC to learn the things you need to know when estate planning and ensure you gain peace of mind regarding your estate plans. 

There is great power in charitable giving, you become part of something bigger, and you connect at a deeper level with your community. Hear from Ilona Scott, Philanthropy Officer, Legacy Giving at Peace Arch Hospital Foundation to learn how gifts like these are making a big impact on your community, today and for generations to come.

Continue reading below to learn more about each seminar and RSVP information. 

Learn More About These Seminars

Retire With Purpose: Planning For Income, Peace of Mind, & Impact

Date: Thursday, September 25 from 10:00 – 11:15am 

Location: 400 – 2626 Croydon Drive, Surrey, B.C. 

Speaker: Linda Holmes, Portfolio Manager & Wealth Advisor, RBC Dominion Securities Inc. 

Discussion Topics: 

  • Preparing for retirement
  • Thriving during retirement
  • Managing risks & emotions 
  • Planning for the what-ifs 
  • Embracing your why 

RSVP: Email linda.holmes@rbc.com or call 604.535.3854

从遗嘱到“娃哈哈” 遗产·税务·跨境财富传承的实战启示

日期：2025年10月29日  上午10：00-12：00
地点：14601 20 Avenue，Surrey, B.C. (South Surrey Recreation Centre)
演讲嘉宾：史云 SY Wealth CEO  MDRT  TOT

讲座内容: 

  • BC+联邦2025个人和企业税制科普
  • 多元化资产和身份：中美加跨国遗产传承
  • 深入解读遗嘱+信托的利弊
  • 加拿大企业主节税规划
  • 如何建立10年20年30年担保投资收入
  • 通过事务案例分析

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Estate Planning for Seniors 

Date: Thursday, November 13 from 10:00 – 11:30am 

Location: 100 – 1676 Martin Drive, White Rock, B.C. 

Speaker: Dave Lee, CIM, CFP, FCSI, Senior Wealth Advisor, Scotiabank 

Discussion Topics: 

  • Reduce taxes
  • Minimize probate
  • Prevent family problems
  • Increase gifts to charity
  • Ensure your wishes are carried out

RSVP: Email janessa.johal@scotiawealth.com or call 604.535.4714

Building Your Legacy: Essentials of Estate Planning

Date: Friday, January 22, 2026 from 2:00pm – 3:30pm 

Location: 408 – 1688 152 St, Surrey, B.C.  

Speaker: Parm Nagra, Trust & Estate Specialist, CIBC Private Wealth, Wood Gundy

Discussion Topics: 

  • Why having a will matters
  • How a Power of Attorney works
  • The role of Trusts
  • Using a corporate executor or trustee
  • Charitable giving viz. your legacy

RSVP: Email cole.yarmoshuk@cibc.com or call 604.292.9971

"The simple act of giving is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference."
Stephanie Beck, CEO at Peace Arch Hospital Foundation
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