The Estate Planning Council of Toronto |
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
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
Topic: Cross Border Tax Matters - What I wish my counterpart on the other side of the border knew
Panel host: To be confirmed
Panelists:
Natasha Miklaucic, Partner, BLG
Kim Maiatico, Partner, Family Enterprise Services, PwC Canada
Kaye Bland, Partner, PwC Canada
Where & When: Online at 6:30 pm
Topic: Tax Update
Speakers:
Ryan Morris, Partner, WeirFoulds LLP
Michael Ding, Associate, WeirFoulds LLP
Where & When: Arcadian Court at 5:30 pm
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
Where & When : Online at 6:30 pm
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
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
Topic: Spring Social Event
Where & When: To be determined