2013 / 2014 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 7th , 2013

Speaker: Evelyn Jacks
Topic: Personal Tax & Wealth Management


November 4th, 2013

Speaker: John Poyser, LLB & Larry Frostiak, CA
Topic: "21 Year Rule"


December 2nd, 2013

Speaker: Dennis Duncan CFP
Topic: Power of Attorney -The Other Side of the Coin


February 3rd, 2014

Speaker: Gregg Gillis, FCIA, FSA
Topic: Insurance Policies - What to do when no Longer Required


March 3rd, 2014

Speaker: Christine Van Cauwenberghe, LLB
Topic: Blended Family Finances


April 7th, 2014

Speaker: Leslie Hamilton CFP & Lisa Sumka, LLB
Topic: Divorce Seminar


May 6th, 2014

Speaker: Anita Southhall, LLB
Topic: Estate Litigation


June 2nd , 2014

AGM and Golf Day
St Charles Country Club