Estate planning, wealth transfer & philanthropy

This educational event is designed to spark meaningful conversations around legacy, family wealth, and charitable giving. Our speakers will explore key planning considerations and opportunities to help individuals and families make informed decisions about their financial future. The evening will conclude with an open Q&A session, providing attendees with the opportunity to connect directly with our panel of specialists.

Date: Wednesday, September 16, 2026
Time: 

  • 6:00 pm: Guests arrive
  • 6:30 pm: Presentation begins
  • 7:45 pm: Q&A begins
  • 8:00 pm: Event ends

Note: Enjoy complimentary appetizers and beverages while hearing from a panel of specialists in estate planning, philanthropy, and advanced financial planning.

 

Location

West Campus Way
Victoria, BC V8W 2Y2

 

Speakers

Amanda Dumitru, CFP®, MFA-P™, RRC

Senior Wealth Advisor
Dumitru Flanagan & Associates

Amanda’s experience extends across a broad range of areas, including retirement and tax planning, corporate strategies, trusts, and estate maximization. Her ability to simplify complex financial scenarios and present them in a clear and understandable way empowers clients to make confident, informed decisions about their financial future. Committed to building lasting relationships, Amanda focuses on creating customized solutions that align with each client's goals and values, ensuring both short-term stability and long-term success. 

Outside of work, Amanda enjoys Canada’s great outdoors, spending quality time with family and friends. Whether hiking, camping, or simply enjoying nature, she finds inspiration and balance in these moments, which fuel her dedication to helping clients achieve their financial aspirations.

Daniel R. McPherson, JD, TEP®, FEA®

Director, Private Wealth Experience

Before joining IG Wealth Management, Dan spent over a decade practicing law, focusing on wills and estates. Based in Olds, Alberta, he is a certified Trust and Estate Practitioner and Family Enterprise Advisor, with extensive legal experience in real estate, mortgages and agribusiness. Dan works closely with IG Advisors to help them take a multi-generational approach to financial planning and have more meaningful client conversations around next-generation wealth preservation and growth, estate planning and legacies. “High-net-worth clients face different challenges,” says Dan. “Our job is to guide them through the complex world of wealth and help them achieve what success means to them personally.”

Jeffrey Gopal

Regional Estate and Insurance Specialist
I.G. Insurance Services Inc.

Jeff joined IG Wealth Management in June 2024 and brings with him 15+ years of insurance planning experience. As the Regional Estate and Insurance Specialist, Jeff works closely with advisors and clients in the Greater Vancouver, Vancouver Island, and Northern region offices. Whether on a personal or corporate level, Jeff brings many strategies to clients which help protect them and their families in the event of an untimely death, disability or critical illness from a financial risk standpoint. Jeff also uses advanced insurance concepts which can provide for significant wealth accumulation and estate preservation for personal and corporate needs. 

Register now

Complete this form to reserve your spot.