2012 / 2013 Meetings & Speakers
All meetings with the exception of the annual breakfast
in September 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 Winter Club, 200 River Ave on the 1st Monday of the month except as noted.
Speakers are selected to provide a diverse range
of relevant information and expertise for our members.
October 4th , 2012 (Thursday)
Speaker: Bob Gorman, VP TD Waterhouse
Topic: Road Ahead - Investment Outlook for 2013
November 5th, 2012
Speaker: Dr. Moira Somers, C. Psych.
Topic: The Toxicities of Trusts & How to Avoid Them
December 3rd, 2012
Speaker: Daryl Diamond, CFP, CLU, Ch.F.C.
Topic: The Retirement Income Blueprint
February 4th, 2013
Speaker: Peter Glowacki, LLB
Topic: Testamentary Trusts - Benefits of Including Trusts in Wills
March 4th, 2013
Speaker: Grant Robinson, FCA, CFP
Topic: Business Succession Issues
April 1st, 2013
Speaker: John Delaney, LLB
Topic: Multiple Wills
May 6th, 2013
Speaker: Brian Janzen, CA
Topic: Update on Trusts
June 3rd , 2013
AGM and Golf Day
St Charles Country Club