The Surroundup, Events


  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • March 25, 2021

Photo of person looking at many doors

Choosing your executor could be one of the most important decisions you will ever make.

And yet, most of us do not have a thorough understanding of what the job entails, both in terms of roles and risks.

We can fix that.  Just join us on April 14th – and bring your executor – for a special webinar with Keith Masterman, LLB, TEP, Vice-President Tax, Retirement and Estate Planning at CI Investments, lecturer at Laurier and contributor to

Keith did a very well-received webinar for us last year – The Seven Deadly Sins of Estate Planning.  Don’t miss him this year!


Webinar:  The Role of the Executor

Date:  Wednesday, April 14th

Time:  1pm ET


If the registration link does not pop up an email to Andrew automatically, just send him a quick note to and he will be sure to register you that way.

PS here are some testimonials from clients who attended Keith’s webinar last year:

  •  “A very interesting choice of topic and Keith was very knowledgeable and provided examples backed up by legal cases and his own experience. Thank you.”
  • “It was a most interesting and helpful session. Thank you.”