About this Event
Join us for an engaging and interactive session focused on real-world estate planning case studies. This meeting will feature a multidisciplinary panel including a Lawyer, Trust Advisor, Insurance Professional, and Financial Planner, each bringing their unique perspective to the table.
Together, the panel will walk through a series of client scenarios and discuss how they would approach each case from their professional lens. The goal is to highlight how collaborative planning across disciplines leads to more thoughtful, effective, and client-centered estate planning outcomes.
Case studies will be shared ahead of time, allowing for meaningful discussion and audience participation. This session is designed to encourage collaboration, idea-sharing, and practical insights into how working together across disciplines can enhance estate planning outcomes.
Bios
Marc Schouten holds a Bachelor of Commerce from UBC and is a Certified Financial Planner with Broadreach, where he specializes in the unique financial needs of medical and dental professionals. He utilizes a structured planning process specifically designed to engage and educate medical professionals as active participants in their own strategy, providing expert guidance for clients at all stages of their professional journey.
Steven Krause is a Chartered Professional Accountant in British Columbia and also holds a CPA designation in the state of Illinois. He is a member of the Institute of Corporate Directors of Canada and has spent his career helping individuals and businesses navigate finance, taxation, strategic planning, and estate planning. Since 2024, Steven has focused his work as President of Avisar Everyday Trust, where he enjoys supporting families and guiding them through their estate plans with clarity and care.
Linson Chen is a Financial Advisor and Portfolio Manager at RGF Integrated Wealth Management and is licensed for both investments and insurance. He works predominately with retirees helping them plan their retirement income and estate planning needs. His areas of specialization include responsible investing and charitable giving strategies, helping clients align their financial goals with their personal values. He has been working in the financial services industry since 2005 and joined RGF Integrated Wealth Management in 2012. Prior to joining RGF, Linson worked as a property and casualty insurance broker while attending UBC.
Mimi Wang is a Barrister & Solicitor. She is the Founder & Principal Lawyer of Maximus Law. Her practice centres on estate administration and estate grants in British Columbia, including probate and administration applications. She also advises on wills and incapacity planning, including wills, powers of attorney, and representation agreements. In addition, Mimi provide select commercial contract drafting and revision, informed by a background in corporate and commercial litigation, which brings a risk-aware, implementation-focused approach to planning. She does not provide tax or trust planning services and regularly collaborate with tax and trust professionals where appropriate. Mimi is based in West Broadway (Vancouver) and Langley, serving clients across the Lower Mainland.
Event Venue & Nearby Stays
Sandman Signature Langley Hotel, 8828 201 Street, Langley Township, Canada
CAD 0.00 to CAD 95.00
