Tuesday, September 22, 2020

10-Minute "Appetizer" Topic:  COVID and your health - your questions answered
Speaker:   Talia Zenlea, MD, Gastroenterologist, Women's College Hospital

60 minute "Main Course" Topic:  Incentive Trusts and Purposeful Trusts
Speakers:  Elena Hoffstein , Miller Thomson LLP and Eric Hoffstein, Fogler, Rubinoff LLP

Tuesday, November 3, 2020

15-Minute "Appetizer" Networking session via Zoom breakout room

60-Minute "Main Course" Topic:  Advising High Net Worth Individuals and Families in Crisis.
Speaker: Jaime Watt, Executive Chairman, Navigator Ltd.

Tuesday, December 1, 2020

6:50 pm - "Main Course Topic":  Virtual Wine Tasting Sommelier Presentation
Guided tasting experience with Sommelier. A non-alcohol cheese plate option is available.
7:35 pm - Governance Update, Speakers: Nicole Woodward and Tiffany Harding, EPCT Governance Committee
7:45 pm - Meeting adjourned

Tuesday, January 5, 2021

6:30 pm - 15-Minute "Appetizer" Networking session via Zoom breakout room
6:45 pm - 60-Minute "Main Course" Topic:  Advisors' Negligence Panel
Speakers:  Michael Bookman, Litigation Lawyer, Babin Bessner Spry LLP, Kellie Seaman, Senior Claims Counsel, LawPRO, and Malcolm D'Souza, Executive Vice-President, CPA Professional Liability Plan Inc.
7:45 pm - Meeting Adjourned

Tuesday, February 2, 2021

6:30 pm - 30-Minute "Appetizer" Networking sessions via Zoom breakout rooms
7:00 pm - 60-Minute "Main Course" Topic: Capacity - Ulysses Contracts and Capacity Assessments
Speakers:  Nicole Woodward, Partner, Miller Thomson, LLP with Michael Rosen, Senior Associate, Borden Ladner Gervais LLP and Alanna Kaye, Principal, A.S. Kaye Consultant
8:00 pm - Meeting adjourned

Tuesday, March 2, 2021

6:30 pm - 15-Minute "Appetizer" Networking sessions via Zoom breakout rooms
6:45 pm - 15-Minute "Appetizer" Topic:  Mental Health & Mindset
Speaker:  Amy Deacon, Therapist/Clinical Social Worker, Cleveland Clinic
7:00 pm - 60-Minute "Main Course" Topic:  Strategic Planned Giving: Working with Clients and Charities to Protect and Expand Your Business.
Speaker:  Keith Thomson, CEO, The Donor Motivation Program® Canada, Managing Director, Stonegate Private Counsel
8:00 pm - Meeting adjourned

Tuesday, April 6, 2021

6:30 pm - 15-minute "Appetizer" Networking sessions via Zoom breakout rooms
6:45 pm - 15-Minute "Appetizer" Topic:  Case Comment
Speaker:  Emma Hamilton, Associate, Norton Rose Fulbright Canada LLP
7:00 pm - 60-Minute "Main Course" Topic:  Estate Litigation
Speakers:  Angela Casey, Partner, Casey & Moss LLP and Clare Burns, Partner, WeirFoulds LLP
8:00 pm - Meeting adjourned

Tuesday, May 4, 2021

6:30 pm - 15-minute "Appetizer Networking sessions via Zoom breakout rooms
6:45 pm - 20-Minute "Appetizer" Topic:  Work from Home Technology
Speaker:  Jason Pereira, Woodgate Financial Ltd.
7:05 pm - 55-Minute "Main Course" Topic:  Tricky Tax Issues
Speaker:  David Stevens, Gowlings WLG International Limited
8:00 pm - Meeting adjourned