A Seminar on Charitable Giving and Legacy Planning
Tuesday, October 6, 2026
7:00 p.m. (doors open at 6:30 p.m.)
Ascension of Our Lord Church – Parish Room
Whether you’re already considering these options or simply want to learn more, experienced professionals will explore the following in clear, straightforward language:
• Donating Publicly Traded Securities
• Leaving a Gift in Your Will
• Creating a Private Family Foundation
The seminar will include a 45-minute presentation followed by a question-and-answer period. No prior investment or legal knowledge is required.
Light refreshments will be served.
Reserve your spot today as space is limited.
Special thanks to our presenters:
Roberto Pietrocupa, Senior Wealth Advisor
Diana Leopardi, Wealth and Estate Planne
Planned Giving Made Easy Registration Form
Thank you for your interest!
Roberto Pietracupa, CIM
Senior Wealth Advisor & Portfolio Manager
Roberto Pietracupa is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management. A graduate of McGill University with over 30 years of investment experience, he brings a wealth of knowledge and perspective to his craft. Roberto is a Chartered Investment Manager (CIM) and leads a team with more than 85 years of combined experience, together overseeing in excess of $1.1 billion in assets under management.
He also holds the Financial Security Advisor designation, allowing him to help clients with insurance and estate protection strategies as part of a fully integrated wealth plan. Roberto’s disciplined, discretionary approach to money management has earned him recognition on The Globe and Mail’s Top Wealth Advisors list, along with a client satisfaction rate of over 95%.
Roberto is a firm believer in giving back to the community. He sits on the Board of Directors of the Share the Wealth Foundation and fulfills his passion for hockey by participating on the organizing committee for Hockey Helps the Homeless.
Diana Leopardi, BA, LL.B. LL.M
Estate and Wealth Planner
As a Wealth and Estate Planner, Diana is responsible for providing advice and guidance to clients for their Will and estate planning strategies. Clients benefit from personalized strategies that align their investment, retirement, philanthropic, fiscal and estate plans to help safeguard financial well-being into the next generation and build lasting legacies.
Prior to joining Scotia Wealth Management in 2015, Diana previously worked in tax litigation and corporate law.
Diana completed her Masters’ Degree of Laws (LL.M) from Osgoode Hall Law School at York University and has been a Member of the Quebec Bar since 2013. She also holds two previous undergraduate degrees in Law and a Bachelor of Arts and Science with a Double Major in Political Science and Communications.
