Edmonton

Estate Planning Council

Upcoming Events

    • 19-May-2021
    • 6:15 PM - 8:00 PM (MDT)
    • Zoom
    • 100

    SideDrawer: DIGITAL WEALTH MANAGEMENT PLATFORM


    SideDrawer was born out of a personal need for Ali Qureshi and his family to easily organize critical life planning documents. The platform has now evolved to become the first API-based enterprise document management solution that is truly infrastructure agnostic. The platform is being used by financial advisors, planners, estate lawyers, insurance brokers, and enterprises to provide a secure, easy to use, organization and collaboration service for their clients, with a strong emphasis on a strong user experience.


    Ali Qureshi

    Ali Qureshi is the Co-founder of SideDrawer. Prior to joining SideDrawer, he was the Executive Director and Deputy Head of International Equities, for CIBC Global Markets. In this role, Ali was actively engaged in helping institutional investors such as Fidelity, Mackenzie, RBC Asset Management, amongst other pension and hedge fund investors, identify investment opportunities in Canadian and international equities. Ali has also been involved in helping corporations raise equity, debt and convertible debt financing across a variety of industries. 


    • 16-Jun-2021
    • (MDT)


    • 18-Aug-2021
    • (MDT)


  • TBD

    • 15-Sep-2021
    • (MDT)


    • 20-Oct-2021
    • (MDT)


  • TBD

    • 17-Nov-2021
    • (MST)


Edmonton Estate Planning Council is a non-profit group registered with Alberta Societies Act.
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