Whistler Community Foundation presents
Get the ball rolling. Start planning your estate.
Date: February 15, 2024
Time: 2:30 PM to 4:30 PM
Location: Whistler Public Library
Take care of your family’s future now to free your time to enjoy all that life has to offer.
Join us for an informative seminar on the best steps to planning your estate in a way that will bring you peace of mind.
We invite you to take time after the presentation to learn how Whistler Community Foundation can help you leave a legacy.
Experienced presenters include:
Dave Rutledge CIM®
TD Senior Investment Advisor and Portfolio
Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His approach to building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning.
Dave is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. He holds the Chartered Investment Manager (CIM®) designation. He has been with TD Wealth since 2011 and was named one of the Top 50 Advisors of 2020 and 2022 by Wealth Professional Magazine.
Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company and has sat on several non-profit and charity boards.
Dave and his wife, Abby, have three young children.
West Coast Wills & Estates Founder
Mike was born and raised in North Vancouver. He earned a Bachelor of Arts degree from UBC prior to earning his Bachelor of Laws degree from Dalhousie Law School in Halifax in 2006. He founded the firm Westcoast Wills & Estates in 2011.
Westcoast Wills & Estates is now a firm of nine estate lawyers with four locations: Squamish, North Vancouver, Burnaby and West Broadway. Mike regularly advises clients on estate planning and prepares Wills, Trusts, Representation Agreements and Powers of Attorney. He also advises and helps clients apply to court for probate and committeeship orders.
Mike is a member of the Canadian Bar Association’s Wills & Trusts and Elder Law subsections, the Society of Trust and Estate Practitioners (STEP Canada) and the Estate Planning Council of Vancouver. In his spare time, Mike helps coaching soccer and baseball and enjoys hiking and camping on local mountains with his family.
If you want to know more about Whistler Community Foundation and how you can help us fund more programs through the power of endowment then contact us at email@example.com or visit whistlerfoundation.com/ give. We’d be happy to share more information.