Time of Meeting: 6:30 - 8:00 p.m. presented via Zoom
Topic: Strategic Philanthropy: Helping Clients Maximize Giving and Minimize Tax
Speaker: Mark Halpern, CFP, TEP, MFA-P
CEO WEALTHinsurance.com Inc.
Topic: Virtual "Taste of Spain" Wine Tasting Social
A Virtual Wine Tasting Sommelier Presentation, expert-led tasting experience with tasting kits delivered to your door and gourmet food tasting options for those who do not wish for wine.
Topic: Tips and Traps Involving Insurance in Estate Planning
Speakers: Chris Canavan, Director, Wealth Oversight - Family Enterprise Services at PwC Canada and Tony Salgado, President & Founder, AMS Wealth Inc.
Topic: Q&A with Financial Institutions
Jag Gandhi, Vice-President, Wealth Planning at Gluskin Sheff + Associates Inc.
Robin Spurr, Senior Counsel, Estates and Trusts at CIBC
Tracey Woo, Vice-President, Professional Practice and Tax at RBC Wealth Management RBC Royal Trust
Topic: Estate Planning in the Modern Family
Darren Lund, Partner - Private Client Services at Miller Thomson LLP
Sara R. Cohen, LL.B., Fertility Lawyer, Founder of Fertility Law Canada and Partner at D2Law LLP
Topic: Advising Family Enterprises
Speaker: Chris Delaney, Family Enterprise Architect and Author
Topic: Tax Planning Update
Speaker: Alex Klyguine, Tax Lawyer & Founder, Taxpayer Law