Skip to main content
Skip to footer
Home
Members
Events
About
Membership Information
Board of Directors
Past Speakers
Contact
Home
Members
Events
About
Membership Information
Board of Directors
Past Speakers
Contact
Author:
coordinator
New Trust Tax Reporting Rules – Are You Ready?
September 19, 2023
Rick Singh, CRS Financial Wealth Management
May 16, 2023
Paul Nazareth, VP Development & Education, Canadian Association of Gift Planners
March 28, 2023
Nicole Garton, Heritage Trust
January 17, 2023
Ian Lusher, Genus Capital Management & Natasha Knox, Alaphia Financial Wellness
November 15, 2022
Assessing Client Values and Implementing a Values-Based Investment Strategy
Surinder Makkar – Avocis Tax Group
September 20, 2022
Dan Levitt, Tabor Village
September 22, 2020
Arlene H. Henry, QC
March 10, 2020
Bryan Yu, Central 1
January 21, 2020
Panel Discussion by Sonia Parmar, Lilian Cazacu, Linson Chen
November 19, 2019
Sharon Hartung, Your Digital Undertaker
September 19, 2019
Chris George, PlayCheques Financial Solutions
May 21, 2019
Blake Bromley, Benefic Lawyers
March 12, 2019
Calista Cheung, Bank of Canada
January 15, 2019
Sukhminder Virk, Lindsay Kenney LLP
November 20, 2018