Embedded Files
Materials posted below are viewable; contact me if you would like to receive PDF versions.
Supporting Materials for Webinars/Seminars
Webinar: Estate Administration - It's Complicated
Webinar: Navigating Taxes & Death
CA Webinar_Navigating Death & Taxes_Slide Planning MVP.pdfCA Webinar_Navigating Death & Taxes_Slide Probate Across Canada.pdfCA Webinar_Navigating Death & Taxes_Slide Executor Roadmap.pdfCICEA discount code_webinar offer.pdfCA Seminar Reference Links_Navigating Death & Taxes (Feb 2025).pdfCollective Agreement Overview & Summary of Services
This one page overview is available to advisors to share with clients, when referring me to them.
Please contact me to obtain a PDF version of this.
Bruce Young Estate & Trust Advisory Services Overview (CA 2025).pdfThis summary of my top requested services sets out my value proposition for clients, and is intended mainly for lawyers and other advisors to help identify when my services may align to their client's needs and circumstances. It also includes a few client testimonials, that I am particularly proud of.
Please contact me to obtain a PDF version of this.
Bruce Young CPA, CA, CEA_Estate & Trust Advisor Services (with testimonials)_v2025.pdfReport abuse