Apr 10, 2025 - WWEPC – Tales from the Trenches of a Trust Officer

Location: Golf's Steak House & Seafood, 598 Lancaster Street West, Kitchener, ON, N2K 1M3

Speakers:

Jamie Henshilwood - Executive Trust Officer

Christine MacDonald - Trust Officer

Suzanna Walter - Wealth & Estate Planner

Melissa Saunders - Trust Officer

Fellow WWEPC member’s Jamie Henshilwood and Christine MacDonald of TD Wealth Private Trust, Suzanna Walter of Scotia Wealth Management, and Melissa Saunders of BMO Trust will discuss their own personal stories of “Tales from the Trenches of a Trust Officer”.

Topics: Tales from the Trenches of a Trust Officer

Agenda:

5:30pm: Networking & Drinks
6:00pm: Dinner
6:45pm: Speaker
8:00pm: Adjournment

Waterloo Wellington Estate Planning Council

Apr 10, 2025 - WWEPC – Tales from the Trenches of a Trust Officer

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Apr 10, 2025 - WWEPC – Tales from the Trenches of a Trust Officer