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 25, 2022
Topic: Estate Planning for Cross-Border Investors (includes AGM)
Speaker: Russell Moldowan, CIM, Portfolio Manager, Pacifica Partners, Capital Management Inc.
Registration opens on October 11, 2022
November 29, 2022
Topic: Family Philanthropy: Keeping the Kids in the Picture
This session is brought to you in collaboration with the Canadian Association of Gift Planners – Greater Vancouver Chapter.
Speakers:
Emma Ferguson, Associate Counsel, Alexander Holburn Beaudin + Lang LLP
Roger Lee, Partner, DLA Piper
Registration opens November 14, 2022
Meal Selection
Regular, vegetarian and vegan/gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. Vegetarian and vegan/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
- Pepper-crusted 6 oz. AAA Alberta Beef Tenderloin, red wine jus
- Butter whipped potato
- Signature Cheesecake, seasonal fruit, graham crumb
January 31, 2023
Topic: Economic Outlook – The Year Ahead 2023
Speaker:
Pierre Ouimet, Executive Director, Head Investment Strategist, Canadian Equities, UBS Bank (Canada)
Registration opens on January 16, 2023
Meal Selection
Regular, vegetarian and vegan/gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. Vegetarian and vegan/gluten-free selections are set by the chef on the day of the event.
- Miso Mushroom Soup, shiitake, vegetable wonton
- Roasted Ling Cod, black garlic glaze, grilled onion jam accompanied with basmati rice
- Dessert – Dulce de Leche Tart, sea salt, passion fruit
February 28, 2023
Topic: Insurance opportunities and solutions in a post-COVID world
Speaker:
Cindy David, President & Estate Planning Advisor, Cindy David Financial Group Ltd.
Registration opens on February 13, 2023
Meal Selection
Regular, vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. 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 + Olive Oil Smash Potato, Chives
- Swedish Cream Panna Cotta, raspberry, shortbread crumb
April 4, 2023
Topic: Complex Tax Compliance Issues in Estates, with Practical Solutions
Speakers:
Sheryne Mecklai, Partner, Manning Elliott LLP
Dagmar Zanic, Senior Tax Manager, Manning Elliott LLP
Registration opens on March 20, 2023
Meal Selection
Regular, vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. Vegetarian, vegan and gluten-free selections are set by the chef on the day of the event.
- Arcadian Green Salad, heirloom tomatoes, pickled carrots, pepitas, poppy seed dressing
- Slow-baked BC Kuterra Salmon preserved lime vinaigrette
- Salted Chocolate Ganache Cake, caramel sauce
May 2, 2023
Topic: Tales from the Front Line: Governance & Succession Pain Points and How to Avoid (some) of Them
Hosted by EPCV in association with the CBABC Wills & Trusts – Vancouver Section.
Speakers:
Julia Chung, Partner, CEO, Sr. Financial Planner, Spring Planning
Kathy Bright, Family Enterprise Strategy and Governance Consultant
Meal Selection
Regular, vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. 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
- Parmesan-crusted Chicken Breast – San Marzano tomato jam
- Farro, edamame, herbs
- Signature Cheesecake, seasonal fruit, graham crumb
June 6, 2023
Topic: A ‘State of the Union’ for Trusts and Trustees
Speaker:
Geoffrey W. White, Counsel, Clark Wilson LLP
Meal Selection
Regular, vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. 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
• Pepper-crusted 6 oz. AAA Alberta Beef Tenderloin- red wine jus
• Buttery whipped potato
• Salted Chocolate Ganache Cake, caramel sauce