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:


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

If you need assistance, please email

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!
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