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Estate Planning Council of Vancouver

Estate Planning Council of Vancouver

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Meetings

Meeting registration opens two weeks prior to the meeting date and closes at 4 pm the Wednesday before.

View past topics and speakers (since October 1999)

October 24, 2023

Topic: Estate Organization

Speaker:
Nicole L. Garton, President, Heritage Trust Company Inc.

Registration opens on October 10, 2023

Meal Selection
Regular (see below), vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. Vegetarian, vegan and gluten-free selections are set by the chef on the day of the event.

• Truffle Potato Soup, seared scallop
• Pan Seared Halibut, miso butter glaze
• Aromatic basmati rice
• Signature Cheesecake, seasonal fruit, graham crumb

November 28, 2023

Topic: Fun Advising Donors on Donor Advised Funds

This session is brought to you in collaboration with the Canadian Association of Gift Planners – Greater Vancouver Chapter

Join us for a conversation on when, why and how to use donor advised funds and recent developments in that area.

Speaker: Sarah Fitzpatrick, Partner, Social Impact Group, Miller Thomson LLP

Registration opens on November 14, 2023

Meal Selection
Regular (see below), vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. Vegetarian, vegan and gluten-free selections are set by the chef on the day of the event.

• Baby Spinach Salad, strawberry, almonds, whipped feta cheese, tamari almond dressing
• Braised Beef Short Rib red wine glaze, crispy shallots (contains pork)
• Buttery whipped potato
• Salted Chocolate Ganache cake, caramel sauce

January 30, 2024 – Virtual (5 pm start time)

Topic: To be confirmed

The start time for this virtual meeting is 5 pm.

Speaker: Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions, Fiera Capital Corporation

Registration opens Monday, January 15, 2024

February 27, 2024 – Lunch

April 2, 2024 – Lunch

May 7, 2024

June 4, 2024

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About the EPCV

The EPCV was established in 1961 by a group of lawyers, accountants, life insurance salesmen and trust company trust officers to help each other… Read more

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