CHW Legacy Giving Made Easy Webinar 2022 |
About Daniel Glazerman Daniel holds the Chartered Investment Manager (CIM®) designation and is a Certified Financial Planner professional. Since joining Evans Investment Counsel in 2011, he has been committed to understanding the unique circumstances of each client, and prides himself on his hands-on approach to working with clients. He presents clients with a very focused, methodical, and professional approach to private wealth management, tax and estate planning. He is also an active member of the Estate Planning Council of Toronto. About Daniel Goldgut Daniel Goldgut is the CEO and Co-Founder of Epilogue, a platform that helps Canadians prepare Wills and other important estate planning documents online. Prior to starting Epilogue, he spent 4 years in Toronto as a tax and estate planning lawyer. Daniel hopes that by making the estate planning process simpler and more affordable, he can help Canadians to get these important documents in place. Date:
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