To register your or your guest’s attendance, please log into your member account. The cost is $65.00 per guest ($61.90 + $3.10 G.S.T, G.S.T. #123575326), payable via credit card online or cheque. Meeting registration opens two weeks prior to the meeting date. Changes and cancellations are accepted until 4:00pm on the Thursday before a meeting.
You do not need to register non-attendance for meetings. Two notices are sent for each meeting, so feel free to disregard them if you are unable to attend.
Instructions on member registration and guest fees and registration are available.
Meal choices of regular and vegetarian may be viewed here. A vegan/gluten free option is also available. Download a copy of the dinner menus here.
If you need assistance, please email info@epcv.com.
Meetings are held at:
The Law Courts Inn
4th Floor, Law Courts Building
800 Smithe Street, Vancouver
5:30 p.m. Cocktails
6:00 p.m. Dinner
6:45 p.m. Speaker
8:00 p.m. End
View past topics and speakers (since October 1999)
October 25, 2016 (includes AGM)
Topic: Insurance Update
Speakers: Ross Young, Owner, Secure Capital Management Ltd. and Jason Boudreau, Principal and Founder, Vela Wealth Management Inc.
November 29, 2016
Topic: Updates from the Charitable Sector
This is a joint meeting the Canadian Association of Gift Planners.
The topics covered in this presentation will be:
1. Estate donation rules
2. New tax credit rates and effect on tax policy/donor perception
3. The Private shares and real estate measures – what happened and will they come back?
Speaker: Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management. View a PDF copy of Malcolm Burrows’ bio here.
January 31, 2017
Topic: Where there is a Will, there is a way
A Shakespearean perspective based on King Lear on the travails of estate planning.
Speaker: Christopher Gaze, Artistic Director, Bard on the Beach
February 28, 2017
Topic: Greater Vancouver’s Economy… and the 2017 BC Election
Speaker: Iain Black, President and CEO, Greater Vancouver Board of Trade
March 28, 2017
Topic: From Succession to Continuity – A New Perspective on Succession Planning
Family Enterprise Advising and the new FEX (Family Exchange)
Speaker:
Wendy Sage-Hayward, Senior Consultant, The Family Business Consulting Group
May 2, 2017
Topic: The Intersection of the Wills and Estates Succession Act (WESA) and Family Law Act (FLA)
This is a joint meeting with the CBA, Wills & Trusts Section.
Speakers:
Greta I. Reiten, Associate Counsel, Richards Buell Sutton LLP
Rose Shawlee, Partner, Richards Buell Sutton LLP
There was a short snapper by Geoffrey White, Counsel, Clark Wilson LLP on “The first BC case to confirm the use of multiple wills”. Read the case comments and reasons for judgement.
June 6, 2017
Topic: The 21 Year Rule: A Problem Solved?
Is the 21 Year rule about to apply to your trust or one of your client’s trusts? The do’s and don’ts when having to deal with this rule.
Speaker:
Chris Ireland, Senior Vice-President, PPI Advisory Planning Services