We are pleased to have a guest speaker at the event Treena Nault of the Nault Group
Topic: Vacation Property Succession Planning Seminar Preview

For many families, it is much more important to preserve the family cottage than any other asset.  Those who want to leave the cottage to their children must plan for the tax consequences and disputes that may arise upon their death.  There are myths and misconceptions that if assumed may result in bigger tax and family issues.

In this shortened preview, Treena will touch on:

• Tax liability at time of death
• Principal residence exemption
• Preserving the ACB of the property
• Gifting during your lifetime
• Succession Issues
• Planning for multiple owners
• Planning with insurance

Speaker Bio:

Treena is the CEO of Nault Group Private Wealth Management and a Certified Financial Planner, with over 32 years of experience at IG Wealth Management! She began her career at head office and transitioned to the advising side of the business in 2005. Treena focuses her energy and passion within the business on helping pre-retirees and retirees with a special focus on addressing the financial needs of women.

Treena is a dedicated advocate for community involvement with a passion for giving back and inspiring others. Known for her engaging speaking appearances, she actively shares her experiences and insights at various events. Outside of work, Treena is devoted to promoting mental and physical wellness and inspires those around her to lead healthier, more fulfilling lives.

The AGM will include the Board elections and review of financial results, as well as report on the year in review.

All members interested in attending are asked to register at this link by October 30, 2025.  All parties registered will be sent an agenda for the AGM and connection instructions to join the virtual meeting.  All attendees will be entered in a contest to win a gift card, compliments of MACO and our guest speaker.

MACO is seeking interested individuals to serve on our Board of Directors which meets on Zoom quarterly. If you would like further information or would like to put your name forward, please indicate so when you register for the AGM or contact Shelley Morris at shelley.morris513@gmail.com