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. Please register by clicking the link below 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.

Register
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.

Jointly Presented By