SPRING 2023

From a personal story to experienced professional advice, come learn about the financial and community benefits of charitable giving.

Look forward to a workshop focused on charitable giving during your lifetime and through your estate. You will hear from a community member who shares his personal story about his mother’s charitable legacy and from experienced professionals who offer understanding about the financial benefit of giving. Together the group offers up-to-date information on the topic, inspiration, and an informal workshop approach that invites your questions.

This seminar will feature presentations from Kathryn Jones, Senior Manager at Grant Thornton, Natalie Walker, Associate Wealth Advisor with Coastal Community’s Private Wealth Group, and Terry Farrell, Editor of the Comox Valley Record.

Terry Farrell will speak personally about his mother who was a visionary in how she set up her estate and whose actions will make a difference in the lives of families in Edmonton for perpetuity. He shares his family’s story with the hope that others will feel a similar urgency to create positive impact around causes close to their hearts.

Kathryn Jones is a chartered accountant and a North Island College Bachelor of Business alumna. She has over a decade of experience working as an accountant in the Comox Valley and was named as one of Vancouver Island’s Top 20 Under 40 in 2017, recognition for her exceptional professional and community work.

Natalie Walker has over 19 years of experience helping clients meet their financial and lifestyle goals by providing comprehensive wealth management advice. Natalie and her family, including two children, love the active lifestyle and healthy living that the Comox Valley is famous for.

This event is jointly presented by the Comox Valley Healthcare Foundation and the Comox Valley Community Foundation.

Please call if you have any questions 250-331-5957.