RTOERO Foundation Workshop - Legacy Planning


Your Golden Years provide an opportunity to revisit your life ambitions and the mark you make on this world – today and tomorrow. This engaging webinar will help you explore your goals and objectives related to the legacy you create now and after your journey ends.

The discussion will focus on the legal and tax implications of your legacy, and explore the ways in which you can determine what is important in your journey. Come prepared with your questions related to legacy giving and how to navigate conversations with loved ones about your legacy wishes.


  • Kevin Maynard, Vice President and Chief Operating Officer, Canadian Foundation for Economic Education – Kevin has worked with CFEE in various capacities since 1998, primarily as Chief Operating Officer and project facilitator for “Managing Your Money In Canada” and “Money and You: Seniors Edition.” He is a key member of several CFEE project teams responsible for the development and execution of CFEE programs. Kevin is a Career Coach to newcomers and a public speaker to students in career exploration settings. He is a governor and treasurer of the Canadian Career Development Foundation. Kevin and his partner, Jeff, enjoy sailing in their spare time from their home base at the Port Credit Yacht Club.
  • Suzie Graham, Certified Financial Planner, IG Wealth Management Oakville – Suzie Graham is a Certified Financial Planner and retirement income specialist with IG Wealth Management. She helps her clients grow their wealth and protect their wealth, and leave a legacy for their loved ones, through comprehensive financial planning and estate planning. Multi-generational planning is a focus of Suzie’s practice.

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