2018 / 2019 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 1st , 2018

Speaker: Larry Frostiak, FCPA
Topic: New Tax Rules for Passive Investments
Presentation : New Tax Rules for Passive Investments


November 5th, 2018

Speaker: Maria Mitousis, LLB
Topic: Family Law Issues
Presentation : Changing Landscapes in Family Law - Presentation
Agenda : Changing Landscapes in Family Law - Agenda
Form : Form 70D


December 3rd, 2018

Speaker: Tannis Dawson, CPA, CFP, TEP
Topic: High Net Worth Client Planning


February 4th, 2019

Speaker: Scott Fielding, Minister of Finance Provincial Gov't
Topic: A Manitoba Fiscal Update


March 4th, 2019

Speaker: Jeff Caligiuri, CLU, CFP
Topic: Life Insurance Leverageing
Presentation : Life Insurance Leveraging
Article : Canadian Tax Foundation Article
Article : Manulife leverage on Corp Owned policies


April 1st, 2019

Speaker: Jamie Golombek, CA, CPA, CFP
Topic: Economic Outlook
Presentation : Economic Outlook


May 6th, 2019

Speaker: Christine Van Cauwenberghe, LLB
Topic: How Family Law Impacts Wealth Planning
Presentation : Family Law 2019 Wpg Estate Planning Council


June 3rd , 2019

Annual Golf Day
St Charles Country Club