135 Carlingview Drive

Toronto, ON

Phone: (416) 637-7496

Coffee and Continental Breakfast Provided

Free Parking

While most Financial Advisors know that Estate Planning is about more than just a Life Insurance policy and a Will, it is only when we are privileged enough to spend some time with a true expert in the field that we begin to understand how truly pivotal their role is in the Estate Planning process.

Do you want to add a value added benefit for your clients and prospects so that they can “Plan It Right & Sleep Tight”?  

By attending this interactive workshop, you will learn that estate planning is not as simple as just estimated asset values at life expectancy and then putting a life insurance policy in place to pay the taxes.

In this workshop, Jim will cover the following:

• He will explain the concept of creating a dual will estate where assets are divided among 2 wills to provide for an easier transition of assets to the heirs, as well as significantly less estate taxes.

• Jim will examine the big questions that a person / couple must consider when choosing their Executor and solidifying their Estate Plan.

• The role of the Executor is a difficult one, and one where there are NO choices! Many people believe that it is an honor to name someone as their Executor, and many people think that they have "a simple estate".

• This workshop will walk you through the some of the biggest myths people have about creating their wills, distributing their estates, and the role that their Executor plays in the process.

Key Takeaways for the Advisor

When the workshop is completed, and as all the major issues are examined, a new clarity emerges that will motivate the advisor and clients to take another look at their own estate plan and ask that question…”Did I consider this issue, and is it going to cause a problem to my clients, prospects and my own heirs that I can prevent now?”

Upon completing this workshop, the advisor will know what products, concepts or solutions that should be offered to their clients and prospects to mitigate any future estate challenges or problems.  

When it is all said and done a “A Smart Estate will make the Future Great”

Who Should Attend?

• Financial advisors and any of their clients who may want an opportunity to ask any estate planning questions
• Anyone who has no will
• Anyone who has an outdated will
• Anyone who owns a business
• Anyone with a blended or common law family
• Anyone with special needs family members
• Anyone with dysfunctional family relationships
• Anyone with cottages or other recreational properties
• Anyone owning assets outside of Ontario
• Anyone owning rental properties
• Anyone owning exempt market investments
• Anyone living in or considering living in a life lease type of retirement community
• Anyone who does not currently have two wills per person i.e. a primary and a secondary will rather than a single will per person
• Anyone who is trying to sort out who should be their executor
• Anyone who feels there may be a need for a trust in their estate plan
• Anyone who wants to reduce the amount of 1.5% Ontario probate that their estate is currently exposed to
• Anyone who has assets registered jointly with anyone other than a married spouse or is considering doing this
• Anyone who named multiple people as beneficiaries of life insurance, segregated funds, RRSPs, LIRAs, RRIFs etc.
• Anyone who has been named as an executor for someone else and they have little or no idea of what being an executor entails
• Anyone who wants to learn about why using a professional trust company as a primary or backup executor may be a great idea
• Anyone who has had a frustrating time dealing with lawyers or others to try to get their estate planning to the finish line with high quality and reasonable cost
• Anyone whose spouse has been bugging them to get their estate planning looked after
• Anyone who is planning on leaving part of their estate to anyone under the age of 18
• Anyone who may be inheriting assets one day that are outside Canada

Jim Kibble, BBA, CPA, CA, TEP, CEA is the founder of ONTARIO ESTATE CONSULTING SOLUTIONS INC. (www.ontarioestateconsulting.ca) providing fee-only estate planning services to Canadian clients.

Jim has worked on over 700 estate plans since 2017 and has given estate planning workshops to over 20,000 people.

Many financial advisors have collaborated with Jim to provide their clients with independent comprehensive estate planning that is not tied to product sales.

Jim also collaborates with selected wills and estate lawyers to paper the plans that are developed so it is an end-to-end solution for the client. Jim works out of his home in New Hamburg, Ontario and serves on the board of the Waterloo Wellington Estate Planning Council and is a member of the Estate Planning Council of Canada.

Jim is married with two children and two grandchildren and is a Rotarian and a doubles squash player in his spare time.

*This is How You Will Receive your 15 CE Credits:

BC, SK, ON & Atlantic Canada Advisors - Attend / View the 4-hour workshop / LIVE Workshop Webcast and receive 4 Life & A&S CE credits. After the workshop is completed, you will have access to an additional 11 CE credits by using our Online Courses Portal for a total of 15 CE credits. 

AB, MB & QC resident Advisors - NO CE for Attending / Viewing the 4-hour workshop / LIVE Workshop Webcast. After the workshop is completed, you will have access to 15 CE credits by using our Online Courses Portal.

A note about the CE Credits:

These CE credits could also be used for the following Regulators and Associations. Please check the appropriate website for further CE information.  

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE.

Please view - MFDA Approved Courses but as per the definition of MFDA CE, you can use many of our other available courses.

IIROC - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Please view - IIROC Approved Courses but as per the definition of IIROC CE, you can use many of our other available courses.

FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered “Verifiable” and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into. 

Please view - FP Canada Approved Courses but as per the definition of FP Canada CE, you can use many of our other available courses.

IAFE (Advocis) - Any CE credits earned from Pro-Seminars can be considered "Institute Approved" CE as per their definition - "All courses, presentations and seminars offered by third-party providers that align with The Institute's standards as published in the Practice Guidelines for Financial Advisors and Planners but have not been submitted to The Institute and evaluated against its Practice Guidelines. Attendees may be required to demonstrate that CE claimed as "Institute-approved" meets The Institute's standard and should therefore retain copies of the course description and record of completion in the event of an audit."

Please view current - Institute Accredited CE Courses, but as per the definition of IAFE (Advocis) CE, you can use many of our other available courses

Certificates, payment receipts and online instructions will be emailed directly after the webinar.