|
Please click on the links below to view a copy of past biographies and/or presentations:
|
Feb. 20, 2013 |
Trevor Todd
Disinherited.com |
|
|
|
Estate Litigation
|
|
|
|
|
|
|
Jan. 16, 2013 |
Jane Purdie |
More info |
|
|
Hambrook Law Corporation |
|
|
|
Elder Law
|
|
|
|
|
|
|
Nov. 21, 2012 |
Trevor Throness:
Strategy for Business |
|
|
|
How to Attract Top Talent |
|
|
|
|
|
|
Oct. 17, 2012 |
Michael Godin
Alternative Funeral &
Cremation Services |
|
|
|
Making Final Arrangements |
|
|
|
|
|
|
Sep. 19, 2012 |
Dan Anders, Raymond James |
More info |
|
|
Estate Planning from an Insurance Perspective |
|
|
|
|
|
|
Jun. 20, 2012 |
Faye Wightman |
More info |
|
|
Changing Landscape of Philanthropy |
|
|
|
|
|
|
May 16, 2012 |
Emma McArthur, LLB |
More info |
|
|
New Wills & Estates Act |
|
|
|
|
|
|
Apr. 18, 2012 |
Tim Duholke, FCA |
More info |
|
|
The Estate Freeze Process |
|
|
|
|
|
|
Feb. 15, 2012 |
Dean Mary Anne Bobinski |
More info |
|
|
Ethics & Reproductive Law |
|
|
|
|
|
|
Jan. 18, 2012 |
Michele Isaak, LLB |
More info |
|
|
Insolvent Estates |
|
|
|
|
|
|
Nov. 16, 2011 |
Chris Ireland, CA |
More info |
|
|
Estate & Accounting |
|
|
|
|
|
|
Oct. 19, 2011 |
Lisa Slater, LLB |
|
|
|
Family Law, Estate Planning, Marriage |
|
|
|
|
|
|
Sep. 21, 2011 |
Greg Campeau |
More info |
|
|
Leading From Anywhere |
|
|
|
|
|
|
Jun. 15, 2011 |
AGM & Steven Araki, CA |
More info |
|
|
Debunking Myths of HST |
|
|
|
|
|
|
May. 18, 2011 |
Gordon MacRae, Q.C. |
|
|
|
Principal, Legacy Tax + Trust Lawyers |
|
|
|
Changes to the new Wills, Estates and Succession Act |
|
|
|
|
|
|
Apr. 20, 2011 |
Phillipe Schultheiss, MBA, CA - AVP |
|
|
|
Tax & Estate Planning, Manulife |
|
|
|
|
|
|
Feb. 16, 2011 |
Christopher Richardson, FCA |
More info |
|
|
Public vs. Private Foundations & Charitable Gift Planning |
|
|
|
|
|
|
Jan. 19, 2011 |
Carmen Theriault |
More info |
|
|
Bull, Housser & Tupper |
|
|
|
Trustees - Directors of Private Companies: Which Hat Rules? |
|
|
|
|
|
|
Nov. 17, 2010 |
Anna Laing, LLB |
More info |
|
|
Fasken Martineau |
|
|
|
Estate Planning and Divorce |
|
|
|
|
|
|
Oct. 20, 2010 |
Simone Li |
|
|
|
Better Business Bureau |
|
|
|
10 Business Frauds to Know About |
|
|
|
|
|
|
|
Rick Gendemann, CA |
More info |
|
|
Manning Elliot |
|
|
|
-
Alter ego/joint spousal trusts to hold assets
-
Will structuring and planning to minimize taxes
on death
-
Family trust and estate freeze planning to give
effect to inter-generational wealth transfer
on a tax effective basis
|
|
|
June 16, 2010 |
Jane Shanks |
More info |
|
|
Writing the Tax Man out of your Will |
|
|
|
|
|
|
May 19, 2010 |
Dave Currie |
More info |
|
|
Perfect Storm When Stress from Work hits Stress at Home |
|
|
|
|
|
|
Apr. 21, 2010 |
Barbara Henman |
|
|
|
Fraser Health Authority |
|
|
|
Seniors
Transitioning from Independent Living to Assisted Living |
|
|
|
|
|
|
Feb. 17, 2010 |
Honorable Mike de Jong |
More info |
|
|
|
|
|
Jan. 20, 2010 |
Don Ogden, Senior Vice President |
|
|
|
Raymond James |
|
|
|
2010 Economic Outlook |
|
|
|
|
|
|
Nov. 18, 2009 |
Jamie Golombek - CIBC |
More info |
|
|
|
|
|
Oct. 21, 2009 |
John Blackmer - Solus Trust |
More info |
|
|
|
|
|
Sep. 23, 2009 |
Ian Caldwell - A view from the Bench |
|
|
|
|
|
|
June 17, 2009 |
Greg Campeau from Campeau Learning |
|
|
|
|
|
|
May 20, 2009 |
Larry Balback, CFP
SunLife Financial
Insurance Strategies for Estate Planning - 3 Case Studies |
More info |
|
|
|
|
|
April 15, 2009 |
Trevor Throness
Strategic Corporate Resolutions |
More info |
|
|
|
|
|
February 18, 2009
|
Barry LaValley
Retirement Lifestyle Center
|
|
|
|
|
|
|
January 21, 2009 |
Allan Seychuk, MA,CFA
Economist, Phillips, Hagar & North
Topic: 2009 Economic Outlook
|
More info |
|
|
|
|
|
November 19, 2008 |
Judy Scott, B.Comm,
CIRP
Meyers Norris Penny -
Topic: Personal Bankruptcy
|
More info |
|
|
|
|
|
October 15, 2008 |
Eben Louw
Partner
MNP Abbotsford
Business Advisor
Randall Hay -
Partner
MNP Abbotsford
Tax specialist
Reg Ens
Senior Consultant, MNP Abbotsford Business Advisor |
More info |
|
|
Topic of Discussion:
Business
Succession Planning
|
|
|
|
|
|
|
September 17, 2008 |
David Turchen, CA, Tax Manager with KPMG.
Jeremy Bergen, CA Tax Manager with KPMG |
More info |
|
|
Topic of Discussion:
Canadians Investing in U.S. Real Estate, and related U.S. Estate Tax Implications.
|
|
|
|
|
|
|
June 20, 2008 |
Markus Slade, CA |
More info |
|
|
Mackenzie Financial Services |
|
|
|
Topic: Priciples for Successful Investing |
|
|
|
|
|
|
May 21, 2008 |
Pirooz Pourdad, CA |
|
|
|
Senior Advisor, PricewaterhouseCoopers |
More info |
|
|
Valuation and Exit Strategies for Family Enterprise |
|
|
April 16, 2008
|
Rick Gendemann
|
More info
|
|
|
Trusts and Budget
|
More info |
|
February 2, 2008 |
Jane Sharks |
|
|
|
Joint Ownership – A Potential Minefield for Advisors |
More info |
|
January 16, 2008
|
Warren Jestin
|
|
|
|
Chief Economist, Scotia Bank
|
|
|
November 21, 2007 |
Donna Thorn, Manulife |
|
|
|
Living Benefits |
|
|
January 17, 2007
|
Donald Drummond
|
More info
|
|
November 15, 2006
|
Marco Faccone, CA CFP
|
|
| |
Post-Mortem Tax Planning Update for British Columbia Business Owners
|
|
|
October 18, 2006
|
Ruth Klassen, Lucky Lauridsen & Bhagwant (Bam) Sidhu
|
More info
|
|
|
Facility Selection for Eldercare and Funding Operations for Eldercare
|
|
|
September 20, 2006
|
Floyd Gradley
|
More info
|
| |
Estate Planning for Blended Families |
More info
|
|
May 17, 2006
|
STEPHEN BELCH
|
More info
|
| |
Tax Minimization Strategies for
Canadian Controlled Private Corporations for Successful
Investment Asset
|
|
|
April 5, 2006
|
JAMIE GOLOMBEK, CA, CPA, CFP, CLU
|
More info
|
| |
Your Estate Matters - Ten Steps to
Creating a Complete Estate Plan |
|
|
February 15, 2006
|
IAN WORLAND
|
|
| |
Planning for Clients with Assets in Multiple Jurisdictions
|
More info
|
| January 18, 2006 |
KIRSTEN H. JENKINS |
|
|
|
Tips & Traps of Charitable Giving Through Alter Ego and Joint Partner Trusts
|
More info
|
|
November 16, 2005
|
GORDON B. MACRAE
|
|
| |
Avoiding Claims Under the Wills Variation Act
|
|
| October 19, 2005 |
GORDON B. LANG |
|
| |
The Truths and Myths of Retirement Compensation Arrangements and Individual Pension Plans
|
More info
|
|
September 21, 2005
|
R. TREVOR TODD
|
|
| |
Why the Wills Variation Act is the Greatest Piece of Legislation Ever Passed!
|
|
| |
|
|
|
|
