Join us this spring for informative estate planning seminars co-hosted by Nanaimo Foundation and Mid-Island Elder College, designed to help you understand your options for transferring wealth, minimizing taxes, and ensuring your wishes are carried out, both during your lifetime and beyond.

Dates & Locations:

  • Parksville: March 13 @ 2PM (Parksville Community Centre)
  • Lantzville: May 15 @ 2PM (St. Philip’s By-The-Sea)

Whether you’re planning for a spouse, the next generation, or charitable causes close to your heart, these sessions provide practical insights and strategies to help you plan with confidence.

Topics include:

  • Wealth transfer options, including transfers to a spouse and the next generation
  • Wills and probatable assets
  • Testamentary trusts, outright inheritances, and lifetime (inter vivos) trusts
  • Non-probatable assets such as beneficiary designations and joint accounts
  • Lifetime gifts and estate equalization for equitable inheritance
  • Strategies to maximize your estate and provide liquidity for final expenses (taxes, probate, etc.)
  • Bypassing probate using tools such as life insurance and segregated funds
  • Charitable giving strategies and the effective use of tax credits
  • Corporate planning strategies to minimize taxation and maximize inheritance

Speakers:

  • Marie Maddex, BBA – Associate Investment Advisor, Integral Wealth Solutions
    Born and raised on Vancouver Island, Marie holds a Bachelor of Business Administration in Finance from Vancouver Island University. Passionate about financial literacy, she helps individuals—particularly women—feel confident in their financial decisions. She supports clients with account administration and investment advice and is currently pursuing her Certified Financial Planning (CFP) designation.
  • Mike Hrabowych, MBA, MScIB – Wealth Manager, Integral Wealth Solutions
    Mike is both an Investment Advisor and Insurance Advisor, specializing in personal and corporate insurance strategies, as well as group benefits and savings solutions. He holds an MBA from Vancouver Island University and a Master of Science in International Business from the University of Hertfordshire, bringing a well-rounded strategic perspective to estate and wealth planning.

About Elder College
For over 30 years, Elder College has provided adults over 50 on central Vancouver Island with educational courses and public lectures, welcoming nearly 1,500 participants annually. With no exams or grades, learners enjoy first-rate opportunities to grow, connect, and stay engaged in their communities. Elder College relies on donations to develop programming, reconnect with learners, and support students who may struggle to pay fees, while also building a permanent endowment for lifelong learning.

Space is limited. Reserve your spot today and gain the knowledge and tools to protect your legacy.

Parksville Seminar Registration
Lantzville Seminar Registration