Come learn with us while enjoying refreshments and the beautiful 40 Knots Winery setting.
Join Suzanne Grant of Swift Datoo and Robert Mulrooney of Mindset Wealth – iA Private Wealth Management to learn how to estate plan while also growing your nest egg. Estate planning isn’t just for retirement, this presentation is focused on people in their 30s, 40s and 50s.
When? Thursday, May 26 from 6pm to 8pm
Where? 40 Knots Winery, 2400 Anderton Road, Comox, BC
Refreshments will be served and wine will be available for purchase.
The workshop is free to attend, but registration is required. Limited seating will be available, and all health protocols will be followed. Click here to register or call our office at 250-331-5957 to reserve your seat.
This event is jointly presented by the Comox Valley Healthcare Foundation and the Comox Valley Community Foundation and hosted at 40 Knots Winery.
About Suzanne Grant
Suzanne obtained a Bachelor of Arts degree in Latin American Studies from the University of British Columbia, after graduating from Highland Secondary in the Comox Valley. She completed her Law degree at the University of Victoria where she participated in the co-operative education program. Suzanne joined Swift Datoo in April of 2017 after spending five years in Victoria at a firm with a focus on wills, estates, and trusts. Suzanne’s preferred area of practice is in wills, estates, and trusts litigation.
About Robert Mulrooney
Robert was shown the way of small business early on in life and has turned that exposure into a key strength as an Investment Advisor. His business education began during childhood as he experienced firsthand the ups and downs of his father’s construction business. As the youngest of eight children, Robert started working as a teenager and bought his first stock at the age of 17. At 18, while his peers were working for others, he started a landscaping company that carried him through high school and much of university. At 22, he became part owner of a restaurant in London, Ontario. Today, five of his siblings are independent business owners, due in part to the guidance of their entrepreneurial father. In 1995, after studying economics at Carleton University in Ottawa and personal finance at St. Lawrence College in Kingston, Robert became an Investment Advisor in Vancouver, where he still shares an office with a fellow advisor. In 2005, he moved to the Comox Valley with his wife and established the Mindset Wealth office in Courtenay.
Comox Valley Healthcare Foundation and Comox Valley Community Foundation are working together to raise awareness about the importance of talking with your family regarding your wishes and having an up-to-date Will.
Comox Valley Healthcare Foundation raises funds to enhance quality healthcare in our community, focusing on three interconnected areas of healthcare delivery: acute care at the Comox Valley Hospital, Island Health delivered community healthcare, and non-profit long-term care homes in our region. For further information about how you can support healthcare in the Comox Valley, please visit www.cvhealthcarefoundation.com or call 250-331-5957.
Comox Valley Community Foundation has awarded $5 million to over 175 local non-profits and 250 students in the form of grants and scholarships. As a funder, we support all not for profit and charitable organizations in our community so that they may respond to the pressing and ever-evolving needs and priorities of our residents. For further information about how you can help build our community’s fund, please visit www.cvcfoundation.org or call 250-338-8444.
Jessica Aldred, Executive Director
Comox Valley Healthcare Foundation
Susan Auchterlonie, Executive Director
Comox Valley Community Foundation