Events

Events

2024 Meetings

May 14, 2024 – speaker, Nadine Meek

Monticello Store, East Luther ca 1930 winter: DCMA P2791

Previous Meetings

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