View past topics and speakers (since October 1999)
October 21, 2025 (includes AGM) – Dinner (5:30 pm start)
Topic: Cross-Border Estate Planning
Speaker: Max Reed, Principal, Polaris Tax Counsel
Menu:
STARTER: Tomato & Basil Soup
MAIN (choose 1): Braised Beef Short Rib OR Vegan Lentil Roast (vegetarian)
DESSERT: Assorted Petit Fours (Family-style desserts for the table)
November 25, 2025 – Lunch (11:40 am start)
Topic: Planning for Art and Collectibles: Cross-Border Issues, Copyright, and Export Rules for Canadian Estates
Speaker: Cailin Broere, Regional Consultant, Bonhams, Vancouver & Western Canada, Trusts & Estates
Menu:
THE DELI BUFFET
Soup of the day
Arcadian Greens – shaved vegetables, spiced pumpkin seeds, citrus vinaigrette
Sun-dried Tomato Penne Salad – cherry tomato, basil, ricotta, grana padano
Rustic Vegetable Slaw – kale, cabbage, carrots, raisins, sunflower seeds
Artisan Bread Sandwiches & Wraps:
– Shrimp Salad, croissant
– Turkey & Swiss, cranberry aioli, sourdough
– Roast Beef & Watercress, horseradish aioli, brioche slider
– Black Forest Ham, aged white cheddar, sweet mustard aioli, baguette
– Herb Quinoa, roast yam & red onion, edamame, lemon hummus, flour tortilla (Vegan)
Desserts: Lemon tarts, brownies & assorted bars
January 27, 2026 – Virtual (5 pm start)
Topic: This Time is Different – Adapting to New Realities
Speaker: Susan Mowbray, Partner, Consulting, MNP LLP
Susan is a Partner with MNP’s Consulting Group in Vancouver and leads MNP’s national Custom Research and Economics Insight Practice. She is an economist who specializes in developing quantitative estimates to inform decision-making and policy development. Her work includes estimating economic impacts, developing economic indicators, preparing demand forecasts, labour market analysis, undertaking cost-benefit analysis, and estimating the costs associated with the delivery of products and services.
She is regularly invited to speak on economic conditions and provides insight on what the macro environment means at the regional level and for individual organizations.
This meeting will be held on the Zoom platform.
February 24, 2026 – Lunch (11:40 am start)
Topic: 2026 Tax Update
Speaker: Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth
April 7, 2026 – Lunch (11:40 am start)
Topic: To be confirmed
Speaker: To be confirmed
May 26, 2026 – Dinner (5:30 pm start)
Topic: To be confirmed
Speaker: To be confirmed
June 16, 2026 4:45 pm to 7 pm Year-end Social
Stay Tuned!