Meeting registration opens two weeks prior to the meeting date. Changes and cancellations are accepted until 4:00 pm on the Thursday before a meeting.
Meetings are held via Zoom at 5:00 pm, except the October 27th meeting.
View past topics and speakers (since October 1999)
October 27, 2020
Topic: Strategies for Advisors to Thrive Amid COVID Disruption (includes AGM)
Time: 5:00 pm
Speaker:
Jim Harris, Author of ‘Blindsided’ and ‘The Learning Paradox’
November 24, 2020
Topic: Telling the Perfect Story – the Key to Understanding Legacy Giving. A joint session with the Canadian Association of Gift Planners (CAGP).
Time: 5:00 pm
Speakers:
Fraser Green, Chief Strategist & Smartypants, Good Works Co.
Serena Hak, Associate, Stonegate Private Counsel
January 26, 2021*
Topic: Hot Tax Tips for 2021!
Time: Noon start time
Speaker:
Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC
February 23, 2021
Topic: Turning the Page: The Future of Virtual Witnessing and Electronic Wills
Time: 5:00 pm
Speakers:
Clare Burns, Partner, WeirFoulds LLP
Richard Weiland, Partner, Clark Wilson LLP
April 6, 2021
Topic: The Relationship Between Mental Health & Capacity Issues
Time: 5:00 pm
Speakers:
Dr. Peter Chan
Kevin Love, Lawyer, Community Legal Assistance Society
May 4, 2021
Topic: Trusts: Owning Real Estate is Taxing. This is a joint meeting with the CBA Wills, Estates and Trusts Section.
Time: 5:00 pm
Speakers:
Alison Oxtoby, Lawyer & Founder and Jennifer Eshleman, Associate Lawyer, Balmains Law Corporation
June 1, 2021
Topic: The Forward-Thinking Advisor (An oxymoron)
Time: 5:00 pm
Speakers:
Michael Louie, Principal, and Jennifer Caldwell, Principal, D&H Group LLP