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

    • 7 Apr 2020
    • 5:30 PM - 8:00 PM
    • The Albany Club

    The health and safety of the Estate Planning Council of Toronto members, guests and the staff of The Albany Club are very important to us.  With the rapid onset of cancellations and restrictive actions instituted by governments, agencies, school boards, and other institutions, the Estate Planning Council of Toronto Executive Committee deems it best to follow this lead. 

    With that said, we have made the decision to cancel the upcoming EPCT event on April 7, 2020 in an effort to protect the health and well-being of all people involved.

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, Director, Senior Trust Officer, BMO Private Banking, Nathan Bender, CFP, CIM, CLU, TEP, Estate and Trust Consultant, Scotiatrust, Karen Snowdon-Steacy, Senior Trust Advisor, Royal Trust and Peter Downey, Regional Vice President Private Trust, TD Waterhouse

Tuesday, April 7, 2020 - CANCELLED
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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