Thursday-Saturday, October 23-25, 2014 • Delta Grand Okanagan Resort • Kelowna, British Columbia
TODS Concurrent Event – Scotiabank
Protecting Your Wealth
Thursday October 24, 2013 6:00pm – 9:00pm
Please join us for a presentation on creating a holistic financial plan and the elements that should be addressed within the plan. This includes having a vision and setting goals, cash management and investment planning in order to achieve those goals, tax planning and risk mitigation. This leads to integrated planning for estate and incapacity. An effective estate plan should maximize wealth for you and your heirs, minimize the impact of liabilities, reduce the burden on your family, and provide peace of mind. The use of Wills, Trusts, Powers of Attorney and Representation Agreements will be discussed.
Patty Scrase is a career Scotiabanker having over 39 years of experience to support her in her role as Senior Manager Professional Banking.
Patty has been working with the Dentists in BC since 1993. She played a large part in putting together the Scotia Professional Student Line of credit, allowing our young dental students to fulfill their dreams. She has also assisted in the financing of dental startups; Transitions, both in selling and assisting dentists wanting to sell their practice. She was very instrumental in the approval of the “Distinguished Partnership” between the BCDA and Scotiabank.
Arvind Sharma - As the single point of contact to Wealth Management, Arvind takes an integrated approach towards assessing a client’s unique needs, providing them with customized solutions and financial planning strategies. As part of an objective financial planning approach, Arvind draws on a team of experts from across the Scotiabank Group with experience in estates and trust planning, investment management services, and private banking.
Arvind has 16 years of experience within the wealth management industry, the last 7 of which have been with Scotia Private Client Group. Based in Kelowna, Arvind works with individual and corporate clients throughout the Thompson Okanagan region
Nancy Kemble – Nancy has extensive experience providing financial and estate planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over more than 20 years working as a financial planning practitioner with some of the largest Canadian financial services companies.
Nancy holds the Certified Financial Planner designation from the Financial Planning Standards Council. Through the Canadian Securities Institute, she has completed the Branch Managers’ designation, Canadian Securities Course and Personal Financial Planning course. Nancy is a member of the Insurance Counsel of British Columbia and holds a Life and Accident & Sickness Insurance License.
Nancy currently is the President on the Board of Directors for the Pacific Assistance Dogs Society and is responsible for reporting to the Board and Membership on the status of the charity’s financial well-being. As the President of the Board of PADS, she is accountable for the strategic growth, direction and sustainability of the charity as it celebrates its 25th anniversary.