2016 / 2017 Meetings & Speakers

All meetings with the exception of 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 3rd , 2016

Speaker: Malcolm Burrows
Topic: Philanthropy


November 7th, 2016

Speaker: Greg Huzel, CPA
Topic: Tax Rules - Intercompany Dividends


December 5th, 2016

Speaker: Angela Preteau, CPA
Topic: Cross Border Tax Issues


February 6th, 2017

Speaker: Andrew Allentuck
Topic: The Problem of Uncertainty


March 6th, 2017

Speaker: Ken Dalton, LLB
Topic: Planning for the Elderly


April 3rd, 2017

Speaker: David Christianson, CFP
Topic: Advice to Overspending Clients


May 1st, 2017

Speaker: Martyn Hall, CFP
Topic: Insurance as Part of your Estate Plan


June 5th , 2017

Annual General Meeting and Golf Day
St Charles Country Club