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