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Sep. 15, 2009
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Erica Penner, CFP, FDS
Financial Divorce Specialist
Financial Planning with the Next Marriage in Mind: The Impact of Divorce
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May 19, 2009
AGM |
Topic: Looking Inside The Head & Heart of An Entrepreneur
Speaker: Dan Muzyka
Dean of the Sauder School of Business @ UBC
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March 17, 2009 |
Topic: Donor Advised Funds
(Learn about the various general charitable options available)
Speaker: Christopher Richardson, FCA
(JOINT MEETING WITH CAGP)
chrisgiv@direct.ca
Member Spotlight:
Federal Budget Synopsis (5 minutes)
Steven Lake, B.A.(Econ), CA, CFP
Partner, Mackay LLP
www.mackayllp.ca
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January 20, 2009 |
Topic: IPP's, RCA's and Alter Ego Trusts - Are They Really That Great and If So, Why and In What Cases?
Speaker:
Stephen Cheng
Westcoast Actuaries Inc.
www.westcoast-actuaries.com
Pam Prior, CA,
Associate Partner, KPMG
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November 18, 2008
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Topic:
Cross Border Tax Issues
Speaker:
David Ingram
CentaTax
www.centa.com
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September 16, 2008 |
Topic: Ethical and Moral Issues in Dealing with Elderly Clients
Speaker:
Barry LaValley
Retirement Lifestyle Centre Inc.
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