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Past Speakers

May 25, 2021

MP Randeep Sarai

The Pandemic Federal Budget


Jan. 19, 2021

Tyler Saito, Coast Capital Wealth Management

An Insurance Concept for Estate Preservation and Legacy Creation


Nov. 17, 2020

MP Randeep Sarai

Fiscal Update


Sept. 22, 2020

Dan Levitt, Tabor Village

Conducting Business with Senior During the Pandemic 

Mar. 10, 2020

Arlene H. Henry, QC

The Unique Role for Mediation in Contentious Estates

Jan. 21, 2020

Bryan Yu, Central 1

Trade, Rates, and B.C.’s Economy: Where do we go from here?

Nov. 19, 2019

Panel Discussion by Sonia Parmar, Lilian Cazacu, Linson Chen

Presentation: Estate Planning Pitfalls: Overlooked Tax Liabilities for Estates and Beneficiaries 

Sept. 17, 2019

Sharon Hartung, Your Digital Undertaker

Presentation: Digital Estate Planning 

May 21, 2019

Chris George, PlayCheques Financial Solutions

Presentation: Insurance, the Swiss Army Knife 

Mar. 12, 2019

Blake Bromley, Benefic Lawyers

Presentation: Opportunities in Donating Preferred Shares to Charity 

Jan. 15, 2019

Calista Cheung, Bank of Canada

Presentation: Economic Update

Nov. 20, 2018

Sukhminder Virk, Lindsay Kenney LLP

Presentation: Working with Multi-Cultural Clients

Sept. 18, 2018

Mark Jasayko, TD Private Wealth Management

Presentation: How the Goldilocks Era for Investment Markets Might End

Chris Dyck

May 15, 2018

Christopher Dyck, Avisar

Presentation: Budget 2018 – Impacts & Planning

Barbar JanzenYolanda Benoit

March 6, 2018

Barbara Janzen, Hamilton Duncan & Yolanda Benoit, BC SPCA

Presentation: Executors & Beneficiaries:
“Why Did I Agree to Do This?” vs “Where’s My Money?”

Kevin Kilgour

January 16, 2018

Kevin Kilgour, Johnsen Archer, LLP

Presentation: Proposed Changes to Taxation of Private Corporations: “Where are We Now?”

Barry LaValley

November 21, 2017

Barrie LaValley, The Retirement Lifestyle Center

Presentation: Navigating the Geriatric Labyrinth

Emily Clough

September 19, 2017

Emily Clough, Clark Wilson LLP

Presentation: Contested Committeeships


May 16, 2017

Kevin Mickelby, CPA – KPMG Tax Partner

Presentation: The Long Game, Kevin Mickelby


March 7, 2017

Tara Britnell, Hamilton Duncan Armstrong + Stewart

Presentation: How to Cut Someone Out Of Your Will


Jan 17, 2017

Cheyenne Reese, Legacy Tax + Trust Lawyers

Presentation: US Transfer Tax for Estate Planning


Nov 15, 2016

Tim Cestnick, FCPA, FCA, CPA(IL), CFP, TEP

Presentation: Lessons From the Family Office


September 20, 2016

Mark Jasayko, MBA, CFA, TD Private Wealth Management

Presentation: Fall 2016 Market and Economic Update

 Colleen Fish

Ma7 17, 2016

Colleen Fish – Bio Recovery Technician

Presentation:  Hoarding & Trauma Scene Clean Up

Doug Puffer

March 15, 2016

Doug Puffer – SFU, Director of Planned Giving

Presentation:  The Anatomy of a Philanthropic Gift


January 19, 2016

Som Seif – President & CEO, Purpose Investments

Presentation:  Economic Update

Jane Purdie

November 17, 2015

Jane Purdie, Q.C. – Hambrook Law Corporation

Presentation:  Elder Issues When Advising the Family


September 15, 2015

Ryan Howe, Lawyer – Alexander Holburn

Presentation:  Understanding Digital Assets

Chris George

May 19, 2015

Chris George, CFP, CLU, CHS – PlayCheques Financial Solutions

Presentation:  Behaviour Finance

Roger Lee

March 17, 2015

Roger Lee – Davis LLP

Presentation:  Embrace Conflict


January 20, 2015

Doug Carroll – VP Tax & Estate Planning Invesco

Presentation:  Tax Update 2015

 Jamie MacDonald

November 18, 2014

Jamie MacDonald – Maximum Impact Training & Development

Presentation:  Networking is not For Dummies


 doug derish

 September 16, 2014

Doug Derish, M.T.I., TEP, CPF

Manager, Estates and Trusts – Scotia Private Client Group

Presentation:  The Birth of a Trust

 James Shumka

 September 16, 2014

James Shumka, B.Comm, L.L.B.

Legacy Tax + Trust Lawyers

Presentation: The Birth of a Trust

 Yogesh Bhathella

 September 16, 2014

Yogesh Bhathella, CPA, CGA, CFP, TEP

Senior Tax Manager, KPMG LLP

Presentation: The Birth of a Trust

 Michael Goldberg

May 21, 2014

Michael Goldberg

Professor and Dean Emeritus, Sauder School of Business UBC

Can Surrey Really Be a World Class City?


March 18, 2014

Dr. John Sloan

UBC Clinical Professor

Recognizing Incompetency


January 21, 2014

Amy Mortimore

Partner, Clark Wilson LLP

Update on the New Wills, Estates and Succession Act


November 19, 2013

Kevin Kilgour, Practice Leader

Johnsen Archer, LLP

Exercise Your Discretion – Ins and Outs of Family Trusts


September 17, 2013

Mary-Jane Wilson, Lawyer

Wilson Rasmussen LLP

Elder Abuse – Undue Influence Best Practices


September 17, 2013

Leanne Lange, Clinical Specialist

Adult Abuse and Neglect, Fraser Health

Fraser Health’s Legal Mandate Responding to Adult Abuse & Neglect


May 21, 2013

Michelle Issak Associate Wills Estates and Trusts Davis LLP Dealing With Insolvent Estates – Minimize Your Risk

 kim karras

March 19, 2013

Kim Karras Lawyer with Brawn Karras & Sanderson Estate Planning – Working With a Team of Professionals


March 19, 2013

Dave Lee, CIM, CFP, CSWP, FCSI Wealth Advisor with ScotiaMcLeod Estate Planning – Working With a Team of Professionals

 peter rogers

March 19, 2013

Peter Rogers, CGA Director Tax Services Leed Advisors Inc. Estate Planning – Working With a Team of Professionals


January 15, 2013

Patricia Driediger, CA Chartered Mediator “Issues Surrounding Anger”


November 20, 2012

Andy Shaw, CA, CBV Blair MacKay Mynett Valuations Inc. “Preparing a Business or Private Practice for Sale – start developing your exit plan”


November 20, 2012

Kiu Ghanavischian, CA, CBV, MBA Blair MacKay Mynett Valuations Inc. “Preparing a Business or Private Practice for Sale – start developing your exit plan”


September 18, 2012

Tara 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

May 15, 2012

David Bentall, B.Com Next Step Advisors – Succession Planning in a Family Business

Jan 17, 2012

Bruce Benoit Career Path Learning Systems – Leadership/Time Management

March 20, 2012

Faye Wightman President & CEO Vancouver Foundation Changing Landscape of Philanthropy

Brenda McEachern

Mar. 15, 2011

Brenda McEachern B.Comm, LL.B, TEP, Canada Life Philanthropy Legacy

David Turchen

Jan. 18, 2011

David Turchen MacKay LLP US Estate Tax and Cross-Border Issues

Cari Hoffmann

Nov. 16, 2010

Cari Hoffmann Project Implementation Coordinator End of Life Planning – Advance Care Planning, Fraser Health

Cari Hoffmann

Sept. 21, 2010

Trevor Throness Strategic Corporate Resolutions Inc. Soft Issues in Business Succession

Laura Watts

May 18, 2010 AGM

Laura Watts Canadian Centre for Elder Law Studies Recent Legislative Changes in Adult Guardianship and Elder Issues

Trevor Todd

Mar 16, 2010

Trevor Todd (JOINT MEETING WITH CAGP) Estate Litigation and the Wills Variation Act

Sean Murray

Jan. 19, 2010

Sean Murray Manulife Tax & Estate Planning Group Tax and the Owner/Manager

Jamie Golombek

Nov. 18, 2009

Jamie Golombek Managing Director, Tax and Estate Planning CIBC Private Wealth Management Hot Tax and Estate Planning Issues

Erica Penner

Sep. 15, 2009

Erica Penner, CFP, FDS Financial Divorce Specialist Financial Planning with the Next Marriage in Mind: The Impact of Divorce

Daniel Muzyka

May 19, 2009 AGM

Topic: Looking Inside The Head & Heart of An Entrepreneur Speaker: Dan Muzyka Dean of the Sauder School of Business @ UBC

Christopher Richardson

March 17, 2009

Topic: Donor Advised Funds (Learn about the various general charitable options available) Speaker: Christopher Richardson, FCA [email protected]

Stephen Cheng

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: Stephen Cheng Westcoast Actuaries Inc. Pam Prior, CA, Associate Partner, KPMG

Barry LaValley

November 18, 2008

Topic: Cross Border Tax Issues Speaker: David Ingram CentaTax

Barry LaValley

September 16, 2008

Topic: Ethical and Moral Issues in Dealing with Elderly Clients Speaker: Barry LaValley Retirement Lifestyle Centre Inc.