United Way Simcoe Muskoka invites you to a virtual Lunch and Learn with Scott VanEngen, CPA, CA, CFP®. Charitable giving doesn’t have to be difficult, and there are plenty of options for you to make a sizeable impact on those living in poverty in Simcoe Muskoka while still providing tax and estate benefits to you!
During this Lunch and Learn, Scott will be highlighting some of the options available to you that you might not be aware of. These options will help you drive long-lasting change in your community effectively.
Financial Planning Specialist, RBC Wealth Management
Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.
Prior to joining RBC Wealth Management Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner-managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.
Scott is a member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and a graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).
Questions? Please contact:
705-726-2301, x2026 | MThomas@UWSimcoeMuskoka.ca