Events
2020 Meetings
March 10, 2020
June 2, 2020
September 22, 2020
November 24, 2020
Monticello Store, East Luther ca 1930 winter: DCMA P2791
Previous Meetings |
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Date |
Topic |
Speaker |
| December 10, 2019 | Dufferin Community Foundation | Gord Gallaugher |
| September 17, 2019 | Protect Your Money | Allister Field – Field Manager, Enforcement Branch, Ontario Securities Commision (OSC) |
| June 18, 2019 | ||
| March 19, 2019 | A primer on wills | Nancy Claridge, Carters Professional Corporation |
| Dec 4, 2018 | A Primer on Powers of Attorney and Multiple Wills | Nancy Claridge, Carters Professional Corporation; Patricia Sproule Ward, Mullin Thwaites Ward LLP |
| Sept 18, 2018 | US estate and gift tax planning. | Alexey Manasuev, Principal at U.S. Tax IQ |
| June 12, 2018 | Estate planning for those with disabilities. | Daniel Strickland, Wealth Planning Consultant, BMO Nesbitt Burns. |
| March 20, 2018 | Budget Update and TOSI | Fred Richardson, BDO |
| Dec 5, 2017 | Dufferin Community Foundation | Stephen Doney, Gord Gallaugher |
| Sept 19, 2017 | End of Life Care and Medical Assistance in Dying | Judith Wahl, Wahl Elder Law |
| May 16, 2017 | Professional Corporations | Fred Richardson, BDO |
| March 21, 2017 | Buy-Sell Agreements | Joel Campagna, Manulife |
| Dec 6, 2016 | Donor Advised Funds | Denise Castonguay, Canada Gives |
| Sept 13, 2016 | Estate Planning Update and Digital Assets | Alan Wainer, Karen Slezak of Crowe Soberman |
| May 17, 2016 | Office of the Public Guardian and Trustee Overview and Replacement of the Office as Trustee |
David Tripp,
Arun Sunda |
| Mar 22, 2016 | CHIP, Reverse Mortgages | Sean Russell, Home Equity Bank |
| Dec 1, 2015 | Case Study | Robert Brown, Christine Butchart, Susan McCutcheon |
| Sept 15, 2015 | Testamentary trusts & tax changes | Fred Richardson, BDO |
| May 12, 2015 | Funeral Planning and Pre-Planning | Peter Walton, Egan Funeral Home |
| Mar 10, 2015 | RDSPs | Brendan Pooran, Pooran Law |
| Dec 2, 2014 | Spouses and Property Rights on Separation | Margot Hornseth – Lawyer |
| Sept 16, 2014 | Intergenerational Transition of Family Wealth | Tom Deans – Author |
| May 13, 2014 | Estate Planning with Registered Disability Savings Plans (RDSPs) | Lara Gray – Finanical Advisor, Edward Jones |
| March 18, 2014 | Working with the OPGT on Estate Matters | Monique Charlebois – Estates Counsel, Office of the Public Guardian & Trustee |