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September 16, 2008
Topic: Ethical and Moral Issues in Dealing with Elderly Clients
Speaker:
Barry LaValley
Retirement Lifestyle Centre Inc.
November 18, 2008
Topic:
Cross Border Tax Issues
Speaker:
David Ingram
CentaTax
www.centa.com
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:
Ian Baker
Westcoast Actuaries Inc.
www.westcoast-actuaries.com
Pam Prior, KPMG
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
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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