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: 2023 Year in Review & 2024 Outlook
The start time for this virtual meeting is 5 pm.
Candice Bangsund will provide a review of 2023 and an outlook on the year ahead, including an assessment of the trends shaping the macroeconomic landscape, their potential impacts on financial markets, and the implications for investment portfolios over both the near and long term.
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 (11:45 am start time)
Topic: Review clinical and legal issues related to MAID and share her personal experiences and challenges
The start time for this lunch meeting is 11:45 am.
Registration opens on Monday, February 12, 2024
Speaker:
Dr. Grace Park, Regional Medical Director, Specialized Community Health Services- Complex Medical/ Frail, and Medical Assistance in Dying (MAiD)
Meals
The Italian Lunch Buffet includes regular, vegetarian, gluten free, dairy free and nut free options. If you have additional requirements, please let us know when you register.
ITALIAN LUNCH BUFFET
Butter Leaf Salad, arugula, radicchio leaves, lemon herb vinaigrette
Caprese Salad, bocconcini, tomato, aged balsamic, basil
Panzanella Salad, cucumber, tomato, sourdough crouton, red onion
Grilled Green Beans & Radicchio, pine nuts, tomato fondue
Espresso Crusted Flank Steak, arugula, blistered tomato
Pacific Cod & Calimari, pepperonata, caper olive gremolata
Penne Ziti with Spinach Alfredo, roasted mushrooms
Rustic Ratatouille seasonal roasted vegetables
Sweets: Tiramisu / Pistachio panna cotta / Biscotti
April 2, 2024 – Lunch (11:45 am start time)
Topic: Elder Abuse: Supporting Clients in Vulnerable Situations
As our clients age it is increasingly common to observe situations where clients or family members may be victims of abuse or neglect. what are the risk factors? What are the red flags? How should advisors respond? What resources are available to assist you and your clients? Kathleen Cunningham, former Executive Director of the BC Law Institute and Canadian Centre for Elder Law, and author of STEP Canada’s 2023 Guide for Assisting Persons in Vulnerable Situations will address these questions.
The start time for this lunch meeting is 11:45 am.
Registration opens on Monday, March 18, 2024
Speaker:
Kathleen Cunningham, BCom, LLB, MPS, TEP, former Executive Director of the BC Law Institute and Canadian Centre for Elder Law
Meals
The Picnic Fare Lunch Buffet includes regular and vegetarian options. If you have additional requirements, please let us know when you register.
PICNIC FARE LUNCH BUFFET
Tomato Basil Soup
Cobb Salad Bar: grilled chicken, blue cheese, bacon, hardboiled egg, avocado, lettuce, diced tomatoes
Mac and Cheese
Montreal Smoked Meat Reuben Sandwich, Russian dressing, brioche roll
Vegetable Quinoa Fritter Sandwich, curried eggplant ketchup, cabbage slaw, brioche roll
Deep Fried Pickles
Sweets: Seasonal tarts / Assorted bars
May 7, 2024
Topic: To be Confirmed
Speaker: Alison Oxtoby, Partner, Fasken Martineau DuMoulin LLP
June 4, 2024
Topic: Navigating the Transfer of Capital: Why Teamwork is Important
Speaker: Tim Yeung, Global Family Advisors