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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. 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

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