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
View past topics and speakers (since October 1999)
October 26, 2021
Topic: Has Financial Planning Hijacked Life Planning? (includes AGM)
Time: 4:45 pm
Speaker:
Dr. Amy D’Aprix
November 30, 2021
Topic: The Impact of Low Interest Rates on Charities and Endowments.
This is a joint meeting with the Canadian Association of Gift Planners (CAGP)
Time: 5:00 pm
Speakers:
JoAnne Mulligan, Vice President, Connor, Clark & Lunn Private Capital
Angela Huck, Vice President, Connor, Clark & Lunn Private Capital
Steve Gibson, Vice President, Connor Clark & Lunn Private Capital
January 25, 2022
Topic: Economic Update
Time: 5:00 pm
Speaker: Geoff Castle, Portfolio Manager, PenderFund Capital Management Ltd.
February 22, 2022
Topic: Selling a Business within an Estate
Time: 5:00 pm
Speakers:
Erica McGuinness, Partner, Sequeira Partners
Kira Gregson, Partner, Sequeira Partners
April 5, 2022
Topic: An Insider’s Perspective: The Global Art and Collectibles Market
Time: 5:00 pm
Speakers:
Joe Baratta, SVP, Head of Trusts & Estates, West Coast, Bonhams
Cailin Broere, Regional Consultant for Bonhams, Vancouver & Western Canada
May 3, 2022
Topic: Current Cases of Note in Estate Litigation
This is a joint meeting with the CBA Wills & Trusts Section.
Time: 5:00 pm
Speakers:
Peter Glowacki, Partner, Borden Ladner Gervais LLP
Scott Kerwin, Partner, Borden Ladner Gervais LLP
June 7, 2022
Topic: Business / Practice Sales: multiple advisor perspective
Time: 5:00 pm
Moderator: Axel Christiansen, Partner, Relay Transition Partners
Panel:
Marilouise Muller, Founder & Principal, Propel Solutions Ltd.
Don Sihota, Partner, Clark Wilson LLP
Matt Baker, Senior Manager, Tax, Baker Tilly Corporate Finance