Past Speakers

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
	May 15, 2018 Christopher Dyck, Avisar Presentation: Budget 2018 – Impacts & Planning
	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?”
	January 16, 2018 Kevin Kilgour, Johnsen Archer, LLP Presentation: Proposed Changes to Taxation of Private Corporations: “Where are We Now?”
	November 21, 2017 Barrie LaValley, The Retirement Lifestyle Center Presentation: Navigating the Geriatric Labyrinth
	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
	Ma7 17, 2016 Colleen Fish – Bio Recovery Technician Presentation: Hoarding & Trauma Scene Clean Up
	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
	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
	May 19, 2015 Chris George, CFP, CLU, CHS – PlayCheques Financial Solutions Presentation: Behaviour Finance
	March 17, 2015 Roger Lee – Davis LLP Presentation: Embrace Conflict
	January 20, 2015 Doug Carroll – VP Tax & Estate Planning Invesco Presentation: Tax Update 2015
	November 18, 2014 Jamie MacDonald – Maximum Impact Training & Development *Presentation: Networking is not* For Dummies**
	September 16, 2014 Doug Derish, M.T.I., TEP, CPF Manager, Estates and Trusts – Scotia Private Client Group Presentation: The Birth of a Trust
	September 16, 2014 James Shumka, B.Comm, L.L.B. Legacy Tax + Trust Lawyers Presentation: The Birth of a Trust
	September 16, 2014 Yogesh Bhathella, CPA, CGA, CFP, TEP Senior Tax Manager, KPMG LLP Presentation: The Birth of a Trust
	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
	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
	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
	Mar. 15, 2011 Brenda McEachern B.Comm, LL.B, TEP, Canada Life Philanthropy Legacy
	Jan. 18, 2011 David Turchen MacKay LLP US Estate Tax and Cross-Border Issues
	Nov. 16, 2010 Cari Hoffmann Project Implementation Coordinator End of Life Planning – Advance Care Planning, Fraser Health
	Sept. 21, 2010 Trevor Throness Strategic Corporate Resolutions Inc. Soft Issues in Business Succession
	May 18, 2010 AGM Laura Watts Canadian Centre for Elder Law Studies Recent Legislative Changes in Adult Guardianship and Elder Issues
	Mar 16, 2010 Trevor Todd (JOINT MEETING WITH CAGP) Estate Litigation and the Wills Variation Act
	Jan. 19, 2010 Sean Murray Manulife Tax & Estate Planning Group Tax and the Owner/Manager
	Nov. 18, 2009 Jamie Golombek Managing Director, Tax and Estate Planning CIBC Private Wealth Management Hot Tax and Estate Planning Issues
	Sep. 15, 2009 Erica Penner, CFP, FDS Financial Divorce Specialist Financial Planning with the Next Marriage in Mind: The Impact of Divorce
	May 19, 2009 AGM Topic: Looking Inside The Head & Heart of An Entrepreneur Speaker: Dan Muzyka Dean of the Sauder School of Business @ UBC
	March 17, 2009 Topic: Donor Advised Funds (Learn about the various general charitable options available) Speaker: Christopher Richardson, FCA [email protected]
	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. www.westcoast-actuaries.com Pam Prior, CA, Associate Partner, KPMG
	November 18, 2008 Topic: Cross Border Tax Issues Speaker: David Ingram CentaTax www.centa.com
	September 16, 2008 Topic: Ethical and Moral Issues in Dealing with Elderly Clients Speaker: Barry LaValley Retirement Lifestyle Centre Inc.

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Past Speakers

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

May 15, 2018

Christopher Dyck, Avisar

Presentation: Budget 2018 – Impacts & Planning

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?”

January 16, 2018

Kevin Kilgour, Johnsen Archer, LLP

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

November 21, 2017

Barrie LaValley, The Retirement Lifestyle Center

Presentation: Navigating the Geriatric Labyrinth

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

Ma7 17, 2016

Colleen Fish – Bio Recovery Technician

Presentation: Hoarding & Trauma Scene Clean Up

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

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

May 19, 2015

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

Presentation: Behaviour Finance

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