View past topics and speakers (since October 1999)
October 29, 2024 (includes AGM) – Dinner (5:30 pm start)
Topic: Death and Taxes – Latest Developments from Where the Two Intersect
Speakers:
Alexander Demner, Partner, Thorsteinssons LLP
Jonathan Longcroft, Associate, Thorsteinssons LLP
November 26, 2024 – Dinner (5:30 pm start)
Topic: The Treatment of Trusts in Family Law: Tips for Trust Planning and Administration
Speakers:
Michelle Isaak, Partner, DLA Piper (Canada) LLP
Tamlin Cooper, Associate, DLA Piper (Canada) LLP
Meal Selection
Regular (see below), vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. If no meal selection is made, a regular one will be provided.
Started: Tomato & Basil, herb oil (NF, GF, VEGAN)
Entrée – Choice of one
Regular: Braised Beef Short Rib, red wine jus (contains), crispy shallots (GF, DF, NF), with buttery whipped potato; OR
Vegan: Black Garlic Glazed Eggplant, caramelized carrot, miso hummus (NF, GF, VEGAN)
DESSERT: Caramel Apple Bar, spiced cake, poached apple (NF)
January 28, 2025 – Virtual (5 pm start)
Topic: What is in store for the economy and investment markets in 2025?
Speaker: Haley Hopwood CFA, Institutional Portfolio Manager, PH&N Institutional, RBC Global Asset Management
This meeting will be held on the Zoom platform.
February 25, 2025 – Lunch (11:45 am start)
Topic: The Transition of Wealth and the Family Business (Lunch)
Speakers:
Myen Lim, Associate Principal, The Targeted Strategies Group and
Jonathan Osten, Partner, PwC Canada
Myen and Jonathan will discuss the importance of advanced planning as it pertains to the successful transition of wealth within the family.
They will also present select tax and insurance issues to consider related to the transition of the family business to the next generation, to key management, or pursuant to a third-party sale.
Meal Selection
The buffet selection is below. If you or your guest have any special dietary needs or preferences, please let us know when you register by clicking on Select Ticket Options and providing your comments.
THE ITALIAN 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 (Vegan)
Espresso Crusted Flank Steak, arugula, blistered tomato
Pacific Cod & Calamari, pepperonata, caper olive gremolata
Penne Ziti with Spinach Alfredo, roasted mushrooms, basil
Rustic Ratatouille, season roasted vegetable
Desserts: Tiramisu, Pistachio panna cotta and Biscotti
April 1, 2025 – Lunch (11:45 am start)
Topic: A Canadian Parents’ Guide to Estate Planning for U.S. Children or How to Be Sure Your U.S. Child’s Inheritance is Not Consumed by Ex-Spouses, Creditors, and the IRS
Speaker: Robert. E. Ward, J.D. LL.M., Ward Tax Law.
Meal Selection
The buffet selection is below. If you or your guest have any special dietary needs or preferences, please let us know when you register by clicking on Select Ticket Options and providing your comments.
THE BC FRESH BUFFET:
Seasonal Greens, poppy seed dressing
Blueberry & Almond Quinoa Salad, arugula, radicchio, cucumber, citrus vinaigrette
Golden Beet Salad, Pemberton carrots, goat cheese, arugula, lemon rosemary honey dressing
Thyme & Olive Roasted Chicken Thighs, lemon, garlic
Roast Salmon, shaved fennel, crispy kale, lemon olive oil
Cashew Cream Baked Gnocchi, roast cauliflower, black truffle, vegan mozzarella, basil (VEGAN, DF)
Fresh market vegetables
Roasted new potatoes, scallions
Desserts: Melon & berry fruit platter and assorted petit fours
May 6, 2025 – Dinner (5:30 pm start)
Topic: Investing with Purpose: Building a Legacy Beyond Wealth
Explore how responsible and impact investing can align your clients’ portfolios with their values and long-term vision. We’ll examine how these strategies are increasingly shaping conversations around legacy, intergenerational wealth transfer, and philanthropy—empowering advisors to help clients create meaningful impact alongside financial returns.
Speaker: Mike Thiessen, MBA, CFA, Founder & CEO, ThreeCap
Meal Selection
Regular (see below), vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. If no meal selection is made, a regular one will be provided.
Entrée (Regular): Roasted Ling Cod, black garlic glaze, grilled onion jam, aromatic basmati rice
Dessert: Salted Chocolate Ganache Cake, caramel sauce
June 3, 2025 – Dinner (5:30 pm start)
Topic: To be confirmed
Speakers: To be confirmed
Meal Selection
Regular (see below), vegetarian, vegan and gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. If no meal selection is made, a regular one will be provided.
Entrée (Regular): Parmesan-crusted Chicken Breast, San Marzano tomato jam, Buttery whipped potato
Dessert: Signature Cheesecake, seasonal fruit, graham crumb