2009 / 2010 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 Charter House Hotel, 330 York Ave.

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

October 7th , 2009

Speaker: Jamie Goldmbek
Topic: Hot Tax & Estate Planning Issues


November 2nd, 2009

Speaker: David Christianson
Topic: Portfolio Design To Provide Income Production


December 7th, 2009

Speaker: Greg Gillis
Topic: Individual Pension Plans


February 1st, 2010

Speaker: Jim McDonald
Topic: Tax Issues


March 1st, 2010

Speaker: Cynthia Hiebert - Simkin
Topic: Probate Issues


April 5th, 2010

Speaker: Bob Allebone
Topic: Farm Succession Planning


May 3rd, 2010

Speaker: John Smith
Topic: Economic & Capital Market Forecasts


June 7th , 2010

AGM and Golf Windup
Breezy Bend