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Estate Planning Council of Vancouver

Estate Planning Council of Vancouver

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Speakers

Speaker presentations are available in the member portal. To access, kindly login in to your member account at https://epcv.member365.com.

2022 – 2023 Guest Speakers

October 25, 2022

Russell Moldowan, CIM, Portfolio Manager, Pacifica Partners, Capital Management Inc.

November 30, 2022

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

January 31, 2023

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

February 28, 2023

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

April 4, 2023

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

May 2, 2023

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

June 6, 2023

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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