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Isaak, Michelle
Lawyer — Davis LLP
email: misaak@davis.ca
Meeting TopicsBankrupt Beneficiaries or Insolvent Estate
March 29, 2011
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Cardella, Vince
Principal — Meritas Financial Inc.
email: vcardella@meritusfinancial.ca
Meeting TopicsUse of Insurance for Estate Planning
February 22, 2011
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Lang, Ernest
Principal — Merital Financial Inc.
email: elang@meritusfinancial.ca
Meeting TopicsUse of Insurance for Estate Planning
February 22, 2011
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Schaffner, David
President & CEO — Leith Wheeler Investment Counsel Ltd.
email: info@leithwheeler.com
Meeting TopicsEconomic Outlook
January 25, 2011
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Bulmer, Hugh
Vice-President — Maynards Industries
email: hugh@maynards.com
Meeting TopicsEstate Planning Issues related to Fine Art and Collectibles
November 30, 2010
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Thompson, David
Thorsteinssons LLP
email: dgthompson@thor.ca
Meeting Topics21 Year Rule - What's the Plan?
October 12, 2010
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Gaze, Christopher
Artistic Director — Bard on the Beach Shakespeare Festival
email: info@bardonthebeach.org
Meeting TopicsShakespeare: Case Studies in Estate Planning
June 1, 2010
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Duholke, Timothy G.
Senior Tax Advisor — Davis LLP
email: tduholke@davis.ca
Meeting TopicsManaging the Estate Freeze Process
May 4, 2010
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Slater, Lisa
Associate — Davis LLP
email: lslater@davis.ca
Meeting TopicsFamily Law & Estate Planning - Marriage Agreements
March 30, 2010