Minimizing Taxes with Estate Planning
An exclusive presentation for Quebec residents on income tax reduction and estate tax elimination.
Wednesday, February 19, 2025
5:30 p.m.– 6:30 p.m. EST
Online
Nature Conservancy of Canada (NCC) supporters are invited to attend an exclusive presentation by financial expert Heather Borrelli on the many tax benefits when planning for your estate.
You will learn how:
- to minimize or even eliminate taxes on your estate.
- to avoid double taxation on your “Red” retirement accounts.
- to bypass paying upfront capital gains taxes when selling your investments.
- to convert assets into income you can’t outlive, and leave a lasting legacy.
- our government wants you to save taxes and leave more to charity.
Tickets to this event are complimentary, but space is limited. Don’t miss this chance to hear one of Canada’s most engaging speakers.
This virtual event provides information specifically intended for residents of Quebec. To receive more information on estate planning events in your area, please contact planned.giving@natureconservancy.ca.
Our presenter
Heather Borrelli, Certified Financial Planner
Since 2001 Heather Borrelli has been advising individuals, families, and business owners on how to implement advanced planning strategies to significantly reduce income and estate taxes, as well as multiply the charitable impact to those causes most meaningful to them. Heather is a sought after speaker, the focus of her presentations being the over 20 tax incentives our government has made available to encourage philanthropic giving in Canada. She has been featured in the Globe and Mail and is an active member of the Montreal chapter of the Canadian Association of Gift Planners (CAGP). As a child, with the Girl Guides of Canada, Heather quickly learned the impact of giving back to her community. As an adult, Rotary International provided the platform to help Heather make a difference in her community. This has led to various executive roles in the Westmount chapter of the Rotary Club in Montreal, including that of president. She also co-leads the Rotary club’s annual food basket program that helps to reduce food insecurity within the school board’s most affected locations. Heather lives in Saint-Lazare with her partner, Luc, and two beautiful teenage daughters, Jasmine and Isabella. When not outside taking advantage of the many outdoor activities the area has to offer, you can find Heather inside enjoying her favourite hobby of cooking.
