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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 and closes at 4 pm the Wednesday before.

View past topics and speakers (since October 1999)

October 25, 2022

Topic: Estate Planning for Cross-Border Investors (includes AGM)
Speaker: Russell Moldowan, CIM, Portfolio Manager, Pacifica Partners, Capital Management Inc.

Registration opens on October 11, 2022

November 29, 2022

Topic: Family Philanthropy: Keeping the Kids in the Picture
This session is brought to you in collaboration with the Canadian Association of Gift Planners – Greater Vancouver Chapter.

Speakers:
Emma Ferguson, Associate Counsel, Alexander Holburn Beaudin + Lang LLP
Roger Lee, Partner, DLA Piper

Registration opens November 14, 2022

Meal Selection
Regular, vegetarian and vegan/gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. Vegetarian and vegan/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
  • Pepper-crusted 6 oz. AAA Alberta Beef Tenderloin, red wine jus
  • Butter whipped potato
  • Signature Cheesecake, seasonal fruit, graham crumb

January 31, 2023

Topic: Economic Outlook – The Year Ahead 2023

Speaker:
Pierre Ouimet, Executive Director, Head Investment Strategist, Canadian Equities, UBS Bank (Canada)

Registration opens on January 16, 2023

Meal Selection
Regular, vegetarian and vegan/gluten-free options are available. When registering, click Select Ticket Options to indicate your preference. The regular meal selection is below. Vegetarian and vegan/gluten-free selections are set by the chef on the day of the event.

  • Miso Mushroom Soup, shiitake, vegetable wonton
  • Roasted Ling Cod, black garlic glaze, grilled onion jam accompanied with basmati rice
  • Dessert – Dulce de Leche Tart, sea salt, passion fruit

February 28, 2023

Topic: To be confirmed

Speaker:
Cindy David, President & Estate Planning Advisor, Cindy David Financial Group Ltd.

April 4, 2023

Topic: Clearance Certificate Process

Speakers:
Sheryne Mecklai, Partner, Manning Elliott LLP
Dagmar Zanic, Senior Tax Manager, Manning Elliott LLP

May 2, 2023

Topic: Tales from the Front Line: Governance & Succession Pain Points (and how to avoid some of them)

Speakers:
Julia Chung, Partner, CEO, Sr. Financial Planner, Spring Plans
Kathy Bright, Family Enterprise Strategy and Governance Consultant

June 6, 2023

Topic: To be confirmed. This is a joint meeting with the CBA, Wills & Estates Subsection

Speaker:
Geoffrey W. White, Geoffrey W. White Law Corporation with Clark Wilson LLP

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About the EPCV

The EPCV was established in 1961 by a group of lawyers, accountants, life insurance salesmen and trust company trust officers to help each other… Read more

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