Past Speakers
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May 16, 2017Kevin Mickelby, CPA – KPMG Tax PartnerPresentation: Trusts – Playing the Long Game |
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March 7, 2017Tara Britnell – Hamilton Duncan Armstrong + StewartPresentation: How to Cut Someone Out Of Your Will |
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Jan 17, 2017Cheyenne Reese – Legacy Tax + Trust LawyersPresentation: US Transfer Tax for Estate Planning |
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Nov 15, 2016Tim Cestnick, FCPA, FCA, CPA(IL), CFP, TEPPresentation: Lessons From the Family Office |
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September 20, 2016Mark Jasayko, MBA, CFA, TD Private Wealth ManagementPresentation: Fall 2016 Market and Economic Update |
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Ma7 17, 2016Colleen Fish – Bio Recovery TechnicianPresentation: Hoarding & Trauma Scene Clean Up |
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March 15, 2016Doug Puffer – SFU Director of Planned GivingPresentation: The Anatomy of a Philanthropic Gift |
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January 19, 2016Som Seif – President & CEO Purpose InvestmentsPresentation: Economic Update |
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November 17, 2015Jane Purdie, Q.C. – Hambrook Law CorporationPresentation: Elder Issues When Advising the Family |
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September 15, 2015Ryan Howe, Lawyer – Alexander HolburnPresentation: Understanding Digital Assets |
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May 19, 2015Chris George, CFP, CLU, CHS – PlayCheques Financial SolutionsPresentation: Behaviour Finance |
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March 17, 2015Roger Lee – Davis LLPPresentation: Embrace Conflict |
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January 20, 2015Doug Carroll – VP Tax & Estate Planning Invesco |
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November 18, 2014Jamie MacDonald – Maximum Impact Training & Development |
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September 16, 2014Doug Derish, M.T.I., TEP, CPFManager, Estates and Trusts – Scotia Private Client Group |
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September 16, 2014James Shumka, B.Comm, L.L.B.Legacy Tax + Trust Lawyers |
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September 16, 2014Yogesh Bhathella, CPA, CGA, CFP, TEPSenior Tax Manager, KPMG LLP |
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May 21, 2014Michael Goldberg Professor and Dean Emeritus, Sauder School of Business UBC |
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March 18, 2014Dr. John Sloan UBC Clinical Professor |
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January 21, 2014Amy Mortimore Partner, Clark Wilson LLP |
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November 19, 2013Kevin Kilgour, Practice Leader Johnsen Archer, LLP |
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September 17, 2013Mary-Jane Wilson, Lawyer Wilson Rasmussen LLP |
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September 17, 2013Leanne Lange, Clinical Specialist Adult Abuse and Neglect, Fraser Health Fraser Health’s Legal Mandate Responding to Adult Abuse & Neglect |
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May 21, 2013Michelle Issak Associate Wills Estates and Trusts Davis LLP Dealing With Insolvent Estates – Minimize Your Risk |
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March 19, 2013Kim Karras Lawyer with Brawn Karras & Sanderson Estate Planning – Working With a Team of Professionals |
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March 19, 2013Dave Lee, CIM, CFP, CSWP, FCSI Wealth Advisor with ScotiaMcLeod Estate Planning – Working With a Team of Professionals |
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March 19, 2013Peter Rogers, CGA Director Tax Services Leed Advisors Inc. Estate Planning – Working With a Team of Professionals |
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January 15, 2013Patricia Driediger, CA Chartered Mediator “Issues Surrounding Anger” |
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November 20, 2012Andy Shaw, CA, CBV Blair MacKay Mynett Valuations Inc. “Preparing a Business or Private Practice for Sale – start developing your exit plan” |
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November 20, 2012Kiu Ghanavischian, CA, CBV, MBA Blair MacKay Mynett Valuations Inc. “Preparing a Business or Private Practice for Sale – start developing your exit plan” |
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September 18, 2012Tara Britnell, B.Com. LLB Hamilton Duncan Armstrong Stewart “The Five Costliest Mistakes in Estate Planning – tales from the litigation trenches”Estate Planning Presentation – September 2012 |
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May 15, 2012David Bentall, B.Com Next Step Advisors – Succession Planning in a Family Business |
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Jan 17, 2012Bruce Benoit Career Path Learning Systems – Leadership/Time Management |
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March 20, 2012Faye Wightman President & CEO Vancouver Foundation Changing Landscape of Philanthropy |
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Mar. 15, 2011Brenda McEachern B.Comm, LL.B, TEP, Canada Life Philanthropy Legacy |
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Jan. 18, 2011David Turchen MacKay LLP US Estate Tax and Cross-Border Issues |
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Nov. 16, 2010Cari Hoffmann Project Implementation Coordinator End of Life Planning – Advance Care Planning, Fraser Health |
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Sept. 21, 2010Trevor Throness Strategic Corporate Resolutions Inc. Soft Issues in Business Succession |
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May 18, 2010 AGMLaura Watts Canadian Centre for Elder Law Studies Recent Legislative Changes in Adult Guardianship and Elder Issues |
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Mar 16, 2010Trevor Todd (JOINT MEETING WITH CAGP) Estate Litigation and the Wills Variation Act |
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Jan. 19, 2010Sean Murray Manulife Tax & Estate Planning Group Tax and the Owner/Manager |
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Nov. 18, 2009Jamie Golombek Managing Director, Tax and Estate Planning CIBC Private Wealth Management Hot Tax and Estate Planning Issues |
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Sep. 15, 2009Erica 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 AGMTopic: 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, 2009Topic: Donor Advised Funds (Learn about the various general charitable options available) Speaker: Christopher Richardson, FCA [email protected] |
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January 20, 2009Topic: 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, 2008Topic: Cross Border Tax Issues Speaker: David Ingram CentaTax www.centa.com |
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September 16, 2008Topic: Ethical and Moral Issues in Dealing with Elderly Clients Speaker: Barry LaValley Retirement Lifestyle Centre Inc. |
