2015 / 2016 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 5th , 2015

Speaker: Larry Frostiak & Daniel Watts
Topic: Testamentary Planning - Part 1

November 2rd, 2015

Speaker: Frank Lavitt & Bryan Anderson
Topic: Testamentary Planning - Part 2

December 7th, 2015

Speaker: Bob Allebone, CFP
Topic: Life Insurance Trusts

February 1st, 2016

Speaker: Geoff Garland, CA
Topic: Estate Planning to Prevent Tax Leakage

March 7th, 2016

Speaker: Susan Hagemeister, CPA & Brian Janzen CPA
Topic: Charitable Giving

April 4th, 2016

Speaker: Dave Thompson
Topic: Tax Changes to Insurance Products

May 2nd, 2016

Speaker: A joint presentation by TD Wealth & Scotia Trust
Topic: The Role of a Trust Officer

June 6th , 2016

Annual General Meeting and Golf Day
St Charles Country Club