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Presentations this fall: Tout savoir pour amplifier vos activités philanthropiques



This Fall, the FGM and Hélène Latreille offer presentations intended to help wealth management professionals and philanthropists learn more about available options to create and use philanthropic funds as a way to contribute to community well-being.
Seating limited, please register. Free entrance and breakfast.
  
Topics to be discussed:
 
·         Creating a philanthropic fund at a public foundation as a more efficient and affordable alternative to creating a private foundation;
·         The ABC of fund creation;
·         Types of admissible donations;
·         Tax and giving.
 

Click on a date to register

Brossard

November 20 (Presentation in French)

8 a.m. -  10 a.m.


Hôtel Alt Quartier DIX30 - 
Salon Violet

6500, Boulevard de Rome, Brossard Québec

 

Laval

November 21 (Presentation in French)

November 29 (Presentation in French)

8 a.m. – 10 a.m.

Hôtel Sheraton Laval - Salle Rosemère

2440 Autoroute des Laurentides, Laval


 
About Hélène Latreille
Hélène Latreille has more than 25 years of experience in finance, notably in the trust and asset management sectors. During the course of her career, she has held positions that include Senior Advisor, Trust and Investment for respected firms Royal Trust and CIBC Financial Planning; Training Coordinator at Royal Bank Financial Group; and Vice-President at both T.A.L. Private Wealth Limited and Lombard Odier Darier Hentsch.
As a speaker, she has held a number of talks and training sessions on the use of trusts and ways of integrating philanthropy into financial and estate planning. 

Hélène is a member of the Society of Trust and Estate Practitioners (STEP), a prestigious international association with more than 17,000 members in 66 countries. She also sits on the executive committee of the association’s Montreal chapter. She joined the Foundation of Greater Montreal in 2012.





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