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