| 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.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
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 Service, Scotia Private Client Group and Steve Ranger, Vice President, Waddington’s
Tuesday, January 7, 2020
Topic: Planning for Advanced Health Care Directives - Medical Assistance in Dying update
Speakers: TBD
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 Woolfson, BMO, John Clegg, BNS, Carol Dalgado, RBC and Peter Downey, TD.
Tuesday, April 7, 2020
Topic: Tricky Tax Topics
Speaker: Grace Chow, Partner, Cadesky Tax
Tuesday, May 5, 2020
Topic: Legal Case Law Update
Speakers: Elena Hoffstein, Partner, Fasken and David Rosenbaum, Partner, Fasken.
Tuesday, June 16, 2020
Summer Social – save the date!
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 Service, Scotia Private Client Group and Steve Ranger, Vice President, Waddington’s
Tuesday, January 7, 2020
Topic: Planning for Advanced Health Care Directives - Medical Assistance in Dying update
Speakers: TBD
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 Woolfson, BMO, John Clegg, BNS, Carol Dalgado, RBC and Peter Downey, TD.
Tuesday, April 7, 2020
Topic: Tricky Tax Topics
Speaker: Grace Chow, Partner, Cadesky Tax
Tuesday, May 5, 2020
Topic: Legal Case Law Update
Speakers: Elena Hoffstein, Partner, Fasken and David Rosenbaum, Partner, Fasken.
Tuesday, June 16, 2020
Summer Social – save the date!
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