Webinars

Will Donald Trump be good for your RIFF?

Evolve Cryptocurrency ETFs

Estate Planning Part 1 - Executor Duties

May 17th, 2023

Host:
Lisa Liu, Associate Wealth Advisor at Pejovic Private Wealth

Guest speakers: 
Andrew Torbiak, Tradition Law LLP
Jandy John, Concentra Trust

Active Business Owner Planning Spotlight

March 23rd, 2023

Host:
Lisa Liu, Associate Wealth Advisor at Pejovic Private Wealth

Guest speakers: 
Courtney Pope, Pitblado Law

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© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.”

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