The Estate Planning Council of Toronto

2019/2020 MEETINGS

Meetings are typically held the first Tuesday of the month, unless otherwise noted. The cost is $70.00 per guest, payable via credit card online or cheque.

Meeting registration begins two weeks before the meeting. You will receive notices via email for registration. You may also register for a meeting by logging in to your member account. Cancellations are accepted until 5:30 pm on the Thursday before a meeting.

Instructions on member and guest registration are available at the link below:

Meals

For special meal requests for yourself and/or your guest, please indicate your preference in the special meal order section when registering. Kosher meals are available. To modify your and/or your guest's meal order, please email info@epctoronto.ca.

If you need assistance, please email info@epctoronto.ca.

Meeting location and times are:


The Albany Club
91 King Street East
Toronto, ON [Map]

5:30 pm  Drinks
6:00 pm  Dinner
7:00 pm  Speaker
8:00 pm  Adjournment

    • 4 Feb 2020
    • 5:30 PM - 8:00 PM
    • The Albany Club
    Register

    Date:
    February 4, 2020

    Topic:
    Business Succession Planning

    Speakers:
    Peter Merrick, BA, FMA, CFP, TEP, FCSI, DTM, Speaker, Consultant, Author

    Registration:
    To register, please click on the buttons in the emailed notices,
    or go to https://www.epctoronto.ca/meetings, click Register (blue button at the left), enter the address this email was sent to and follow the prompts.

    Meals:
    For special meal requests for yourself and/or your guest, please indicate your preference in the special meal order section when registering. Kosher meals are available. Special meal orders are only accepted up to Thursday, January 30 at midnight to allow for additional preparation. To modify your and/or your guest's meal order, please email info@epctoronto.ca.

    Changes or cancellations to your meeting registration are accepted before the meeting. For this meeting you will have until midnight on Sunday, February 2, 2020 to change or cancel your attendance and/or your guest registration.

    To change or cancel your and/or your guest's registration, please email info@epctoronto.ca.

    Place:
    The Albany Club
    91 King Street East
    Toronto, ON
    [Map]

    Time:
    5:30 pm Drinks
    6:00 pm Dinner
    7:00 pm Speaker
    8:00 pm Adjournment

Tuesday, September 17, 2019 (3rd Tuesday)
Topic:  Economic Update
Speaker:  Beata Caranci, MA Economics, Chief Economist, TD Bank

Thursday, October 10, 2019 (Please note change in day)
Topic:  Cross-Border Update
Speaker:  Dean Smith, PhD., CFP, TEP, CPA, CA, Partner, Cadesky Tax

Tuesday, November 5, 2019
Topic:  Disability Planning
Speaker:  Ron Malis, Financial Advisor, Reegan Financial

Tuesday, December 3, 2019
Topic:  Wine in Estates and Valuation in conjunction with wine tasting
Speakers:  Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management and Stephen Ranger, Vice President, Fine Wine and Spirits, Concrete Contemporary Art & Canadian Fine Art, Waddington’s

Tuesday, January 7, 2020
Topic:  Planning Ahead for Assisted Dying
Speakers:  Kelsey Goforth, BA (HONs), Dying With Dignity Canada, Support Program Manager, Susan Hyatt, BSc (P.T.), MBA, CEO and Co-Founder, Silver Sherpa, Dr. Jean Marmoreo, Family Physician, Member DWDC Clinicians Advisory Council 

Tuesday, February 4, 2020
Topic:  Business Succession Planning
Speakers: Peter Merrick, BA, FMA, CFP, TEP, FCSI, DTM, Speaker, Consultant, Author

Tuesday, March 3
, 2020
Topic:  Estate Administration Panel Discussion with Trust Companies
Speakers: Greg Woolston, BMO, John Clegg, BNS, Karen Snowdon-Steacy, Senior Trust Advisor, Royal Trust and Peter Downey, TD.

Tuesday, April 7, 2020
Topic:  Tricky Tax Topics
Speaker: Grace Chow, Partner, Cadesky Tax

Tuesday, May 5
, 2020
Topic:  Legal Case Law Update
Speakers:  Elena Hoffstein, Lawyer, Miller Thomson LLP and David Rosenbaum, Partner, Fasken.
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