2005 / 2006 Meetings & Speakers

All meetings with the exception of the annual breakfast in October and the Annual General Meeting begin at 5:15 p.m. with a cocktail reception followed by dinner at 5:30 p.m., speaker presentation at 6:00 p.m. and adjournment at 7:00 p.m.

All regular meetings are held at the Winnipeg Squash and Racquet Club, 275 Stradbrook

Speakers are selected to provide a diverse range of relevant information and expertise for our members.

October 17, 2005

7:30 - 9:30 a.m. - Full Breakfast Meeting
Speaker: Robin Goodman
Topic: Estate Planning Ideas


November 7, 2005

Speaker: Alf Goodall Vice-President Marketing, Great-West Life Assur Co.
Topic: Building Portfolios


December 5, 2005

Speaker: John Delaney LLB Partner
Topic: Dying Without a Will


February 6, 2006

Speaker: Malcom Burrows, Financial Consultant, Scotia Private Client Group
Topic: Charities and Gift Planning


March 6, 2006

Speaker: Vern Nelson, MBA, CFP, CLU, C.H.F.S.
Topic: Family Business Succession Planning


April 3, 2006

Speaker: Ken Grower
Topic: Tax Update: Review Changes from Manitoba Budgets


May 8, 2006

Speaker: Jamie Golombek, CA, CPA, CFP, TEP, Vice-President Tax and Estate Planning - AIM TRIMARK
Topic: Tax and Estate Planning Overview

Back by popular demand, taxation expert Jamie Glombek will join us to comment on various tax and estate planning matters. Mr. Golombek is a monthly columnist for Advocis Forum magazine and contributes articles to numerous publications including the National Post, Globe and Mail and Advisors Edge.