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The Estate Planning Council of Toronto


2023/2024 MEETINGS

The EPCT will adopt a hybrid format where three meetings will be in person, and four meetings will be held virtually via ZOOM. 

In person meetings will be held at the Arcadian Court from 5:30 pm - 8:00 pm. The virtual sessions will be held from 6:30 pm - 8:00 pm. The virtual sessions will be recorded and accessible to members for post-view.

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 as follows:

In person meetings:  8 days before the meeting
Zoom : until Midnight on the Sunday before a meeting


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

    • 5 Mar 2024
    • 6:30 PM - 8:00 PM
    • Online
    Register

    Date & Time:
    March 5, 2024 6:30 pm ET via Zoom

    Topic:
    Planning Using Insurance - Using Whole Life Insurance as an investment vehicle, owner-managers using insurance for corporate succession purposes, and more!

    Program:
    6:30 pm  Networking
    7:00 pm  Panel discussion
    8:00 pm  Meeting ends

    Panel Host: Jane E. Martin, Estate and Trust Consultant Lead, Scotia Wealth Management

    Panelists:
    Hemal BalsaraHead of Tax, Retirement and Estate Planning, Individual Insurance, Manulife Financial
    Tony SalgadoPresident and Founder, AMS Wealth Inc.

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

    Registration deadline is Midnight, Sunday, March 3, 2024.

    Zoom Meeting Link:
    You will receive the Zoom link, meeting ID and passcode in the Meeting Registration Confirmation email.

    Guests:
    Unlimited free guests can be registered for all virtual sessions.

    If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

Monday, October 3, 2023 - In-person

Topic:  Advising the Modern Family - Interactive session based on a modern family scenario
Speakers: 
Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Sarah Bull, Partner & Portfolio Manager, KJ Harrison Investors
Where & When:  Arcadian Court at 5:30 pm

Tuesday, November 7, 2023 - Virtual

Topic:  Dealing with US beneficiaries of Canadian estates and trusts
Panel Host: Kaye Bland, Partner, Private, PwC Canada
Panelists:
Kim Maiatico, Partner, Private, PwC Canada
Stephanie Gabor, Counsel, Torys LLP
Where & When:  Online at 6:30 pm

Tuesday, December 5, 2023 - In-person

Topic:  Tax Update
Panel host:  Jin Wen, Partner, Tax, Grant Thornton LLP
Panelists: 
Ryan Morris, Partner, WeirFoulds LLP
Michael Ding, Associate, WeirFoulds LLP
Where & When:  Arcadian Court/Lofts 1 & 2, 401 Bay Street, Simpson Tower, 8th Floor, Toronto at 5:30 pm

Tuesday, February 6, 2024 - Virtual

Topic:  Acting for the Young Entrepreneur
Panel host: Jennifer A.N. Corak, Partner, WeirFoulds LLP
Panelists:
Alison Minard, Partner, McCarthy Tétrault LLP
Jingchan Hu, Partner, Tax, Crowe Soberman LLP
Jag Gandhi, Vice President, High Net Worth Planning Services, RBC Family Office Services
Where & When :  Online at 6:30 pm

Tuesday, March 5, 2024 - Virtual

Topic:  Planning Using Insurance - Using Whole Life Insurance as an investment vehicle, owner-managers using insurance for corporate succession purposes, and more!
Panel host:  Jane E. Martin, Estate and Trust Consultant Lead, Scotia Wealth Management
Panelists: 
Hemal Balsara, Head of Tax, Retirement and Estate Planning, Individual Insurance, Manulife Financial
Tony Salgado, President and Founder, AMS Wealth Inc.
Where & When:  Online at 6:30 pm

Tuesday, April 9, 2024 - Virtual

Topic:  Litigation - Fireside Chat
Panel host:  Pia Hundal, Partner, Bales Beall LLP
Panelists:
Alexander Procope, Partner, Perez Bryan Procope LLP
Rebecca Studin, Lawyer, DeVries Litigation LLP
Laura Cardiff, Partner, Casey & Moss LLP
Where & When: Online at 6:30 pm

Tuesday, May 7, 2024 - In person

Topic:  Spring Social Event
Where & When:  To be determined

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