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The Estate Planning Council of Toronto


2025/2026 MEETINGS

In person meetings will be held at Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto from 5:30 pm - 8:00 pm.


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 up to noon, 8 days before the meeting.

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

  • Substitute Decision-Making: The Gaps in the System

    • 4 Nov 2025
    • 5:30 PM - 8:00 PM
    • Arcadian Court

    Date & Time:
    Tuesday,  November 4, 2025 at 5:30 pm  In-Person

    Topic: Substitute Decision-Making: The Gaps in the System

    Join us for a solutions-oriented session addressing the real-world challenges of decision-making capacity and facilitating substitute decision-making. We will uncover gaps in the current system and challenges of navigating capacity assessments, POA activations, and professional responsibilities. We will ask the audience to share insights from their experiences and what keeps them up at night around these issues. You will leave with an appreciation for reducing the resulting risks to your clients, your organization, and yourself.

    Speakers:
    Stella Craveiro    , MTI, TEP, Director, Regulatory & Fiduciary Oversight, Scotiabank
    Bruce Young, CPA, CA, CEA, Estate & Trust Advisor, Collective Agreement

    Program:
    5:30 - 6:00 pm  Networking
    6:00 - 7:00 pm  Plated Dinner
    7:00 - 8:00 pm  Speaker Presentation

    Location:  Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto

    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: noon on Tuesday, October 28, 2025

    Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register. 

    Guests:
    Guest fees are $135 plus HST.

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

    Show details


Tuesday, October 14, 2025

Topic:  What Would You Do?: Issue-Spotting, Risk Assessment and Problem-Solving
An interactive facilitated session

Nicole will host an interactive session involving various scenarios, where participants will be asked "what would you do?". Please join us for an evening of discussion, fun and learning!

Facilitator: Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Where & When:  Arcadian Court at 5:30 pm

MENU:
Starters (Choose one):
Stoneyard tomato soup (Vegan, GF)
Casarecce pomodoro (Vegetarian, DF)
Smoked Salmon

Mains (Choose one):
Roasted Maitake mushroom (Vegan, GF)
Lemon pepper chicken breast (DF)
Atlantic salmon
Mustard pork loin (GF)

Dessert (Choose one):
10 layer cake
Chocolate pavlova (GF)

Tuesday, November 4, 2025

Topic: Substitute Decision-Making: The Gaps in the System

Join us for a solutions-oriented session addressing the real-world challenges of decision-making capacity and facilitating substitute decision-making. We will uncover gaps in the current system and the challenges of navigating capacity assessments, POA activations, and professional responsibilities. We will ask the audience to share insights from their experiences and what keeps them up at night around these issues. You will leave with an appreciation for reducing the resulting risks for your clients, your organization, and yourself.

Speakers: 
Stella Craveiro, MTI, TEP, Director, Regulatory & Fiduciary Oversight, Scotiabank
Bruce Young, CPA, CA, CEA, Estate & Trust Advisor, Collective Agreement
Where & When: Arcadian Court at 5:30 pm

Tuesday, December 2, 2025

Topic:  Litigation Fireside Chat

Panel Host:  Pia Hundal, Partner, Bales Beall LLP
Panelists: 
To be confirmed
Where & When: Arcadian Court at 5:30 pm

Tuesday, February 10, 2026

Topic:  Mitigating Litigation Risk in Advising the Modern Family
Panel host:  Kaye Bland, Tax Partner,  Private Wealth, PwC
Panelists: 
To be confirmed
Where & When:  Arcadian Court at 5:30 pm

Tuesday, March 3, 2026

Topic:  To be confirmed
Speakers: 
To be confirmed
Where & When:  Arcadian Court at 5:30 pm

Tuesday, May 5, 2026

Topic:  Spring Social Event
Where & When:  Arcadian Court, 5:30 pm

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