Speakers & Presentations
September 19, 2023
New Trust Tax Reporting Rules – Are You Ready?
May 16, 2023
Rick Singh, CRS Financial Wealth Management
Estate Planning Beyond the Will: Segregated Funds
March 28, 2023
Paul Nazareth, VP Development & Education, Canadian Association of Gift Planners
(R)evolution of Estate Philanthropy in Canada
January 17, 2023
Nicole Garton, Heritage Trust
Get it Together – Organize Your Estate Records Now So Your Family Doesn’t Have To
November 15, 2022
Ian Lusher, Genus Capital Management & Natasha Knox, Alaphia Financial Wellness
Values-Based Assessments
September 20, 2022
Surinder Makkar – Avocis Tax Group
CRA Tax Audit and Investigations Process
May 25, 2021
MP Randeep Sarai
The Pandemic Federal Budget
January 19, 2021
Tyler Saito, Coast Capital Wealth Management
An Insurance Concept for Estate Preservation and Legacy Creation
September 22, 2020
Dan Levitt, Tabor Village
Conducting Business with Seniors During the Pandemic
March 10, 2020
Arlene H. Henry, QC
The Unique Role for Mediation in Contentious Estates
January 21, 2020
Bryan Yu, Central 1
Trade, Rates, and B.C.’s Economy: Where do we go from here?
November 19, 2019
Panel Discussion by Sonia Parmar, Lilian Cazacu, Linson Chen
Estate Planning Pitfalls: Overlooked Tax Liabilities for Estates and Beneficiaries
September 19, 2019
Sharon Hartung, Your Digital Undertaker
Digital Estate Planning
May 21, 2019
Chris George, PlayCheques Financial Solutions
Insurance, the Swiss Army Knife
March 12, 2019
Blake Bromley, Benefic Lawyers
Opportunities in Donating Preferred Shares to Charity
January 15, 2019
Calista Cheung, Bank of Canada
Economic Update
November 20, 2018
Sukhminder Virk, Lindsay Kenney LLP
Working with Multi-Cultural Clients