2008 / 2009 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 Charter House Hotel, 330 York Ave.

Speakers are selected to provide a diverse range of relevant information and expertise for our members.

October 7th , 2008

Speaker: Doug Carroll
Topic: Hot Tax & Estate Planning Issues

November 3rd, 2008

Speaker: Valerie Chatain - White
Topic: Estate Planning For Singles

December 1st, 2008

Speaker: Larry Frostiak, FCA, CFP
Topic: Testamentary, Qualifing & Tainted Spousal Trusts

February 2nd, 2009

Speaker: Ken Grower, FCA
Topic: Charity Philanthropy & The CRA

March 2nd, 2009

Speaker: Christine Van Cauwenberghe, B.Comm, LLB
Topic: Pension Income Splitting Issues

April 6th, 2009

Speaker: John Smith
Topic: Economic & Capital Market Forecasts

May 4th, 2009

Speaker: John Poyser, B.A., LLB
Topic: Cottage Succession Planning

June 1st , 2009

AGM and Golf Windup