Calendar of Events

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January 17, 2018 Speaker Info

John Pin, CFP – Solus Trust Company Limited
The Independent Trust Company Experience

Please RSVP if you are attending

February 21, 2018

Using Insurance to Transfer Corporate Owned Investments to an Estate Tax

Dave Larkins, Insurance Sales Director, Sun Life

April 18, 2018

Title Insurance and the Benefits

Michelle Wells, Stewart Title

May 16, 2018

Predicting the Weather  –  Estate Planning in Canada’s Changing Tax Environment

Jeremy Bergen CPA, CA & David Cesmystruk CPA, CA, Blackbird Tax LLP

June 20, 2018


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