Calendar of Events

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September 20, 2017:
Cheyenne Reese, Cross Border Estate Planning Issues for Dual Citizens

October 18, 2017

Working with the Ones You Love … A Family Business Primer

Jim Soldan, Farm Farrow

Living and Working with the Ones You Love – a FRAMEWORK for Family and Family Business Success. Traveling the road through Transition to Succession and back to Transition.

November 15, 2017

Trump, Poloz, and the Loonie: How will B.C.’s economy adapt?

Bryan Yu, Central 1 Credit Union, Deputy Chief Economist

January 17, 2018


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

June 20, 2018

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