Joan McAulay

Senior Trust Program Advisor, Concentra Trust

Joan McAulay

Senior Trust Program Advisor, Concentra Trust

Biography

For the past 26 years, Joan McAulay has been fascinated by estates and trusts and is currently Senior Trust Program Advisor at Concentra Trust. One thing she knows for certain: everyone should understand the importance of estate and trust solutions.  Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel well-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Joan is a frequent workshop speaker across the country.

Concentra Trust, a national trust company, has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast.

All sessions by Joan McAulay

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval