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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:

No events available.

Monday, October 3, 2023 - In-person

Topic:  Advising the Modern Family - Interactive session based on a modern family scenario
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
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
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
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
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
Alexander Procope, Partner, Perez Bryan Procope LLP
Rebecca Studin, Lawyer, de Vries 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:  The Joneses, 5:30 pm - 8:30 pm

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