Date/Time
Date(s) - Mon Jan 19 2026
2:00 pm - 3:00 pm
Notes:
Estate planning is the process of organizing and managing the distribution of your assets and property. Join Sophia Williams & Craig Coulson for an informative talk about the importance of proper estate and legacy planning with a look at personal directives, transfer of property to the next generation, charitable giving and incapacity planning.
Presented by: Sophia Williams & Craig Coulson
Sophia Williams, Investment Advisor, Raymond James PFP
With over a decade of experience in wealth management Sophia has helped families, professionals and business owners to build, protect and transition wealth. She focuses on creating personalized strategies that help clients achieve their goals with clarity, confidence and efficiency.
Craig Coulson, Senior trust Advisor, Solus Trust Company
Craig brings a depth of experience in trusts and estates with extensive experience in fiduciary services and wealth management. He provides estate, trust and incapacity planning services to clients in Alberta. Prior to his current role Craig held an estate and trust consultancy role with a bank owned trust company in Alberta where he served as Senior Trust Officer administering estates and trusts. Craig’s practical knowledge was further developed over his eleven years as a Supervisor with the Public Guardian and Trustee of Alberta.