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Planning Your Legacy Information Session

KCCU Wealth Solutions hosted an insightful session focused on Legacy Planning. This session explored the often-overlooked challenges of wealth transfer, shared a practical three-step approach to maintaining family harmony, and provided expert guidance on how to build a legacy plan that reflects your values and wishes. A special thank you to our guest speaker, Mike Pinsonneault, Director of Wealth Sales at Sun Life Global Investments, for delivering such an engaging and informative presentation. If you’re ready to start planning a successful legacy on your terms, contact KCCU Wealth Solutions to learn more. This session was proudly sponsored in part by Sun Life Global Investments.

A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.

  • A secondary piece of identification from the primary list above
  • Canadian Birth Certificate
  • Credit Card bearing the name and signature of the individual which has issued by a well-known and reputable Canadian financial institution
  • A CNIB (Canadian Institute for the Blind) client card bearing the individual’s photo and signature
  • Provincial Outdoors Card
  • Canadian University or College Student Card with photo (for student identification only)
  • An employee identification card (with photo) issued by an employer that is well known in the community (i.e. KGH, DND, Queens University, Corrections Canada, etc.)
  • Foreign passport
  • Canadian Passport
  • Permanent resident card
  • Citizenship card (issued prior to 2012)
  • Secure Certificate of Indian Status issued by the Government of Canada
  • Driver’s licenses issued by province or territory
  • The DND (Department of National Defense) 404 driver’s license
  • Nexus Card issued by Canada Border Services Agency
  • Provincial Service Cards
  • Provincial or territorial identity cards (i.e. Ontario Photo Identification Card)
  • Foreign Passport (only if it is equivalent to a Canadian issued photo identification document)