Reports

Title Insurance & It’s Benefits

18 Apr 2018

Michelle Wells, Stewart Title, Title Insurance Co. You can contact Michelle at 604-657-6730, [email protected] A discussion around Residential Title Insurance, it’s purpose, what is covered, what is not and how it can benefit your clients, yourself and your home.

Corporate Asset Transfer Strategy

21 Feb 2018

Dave Larkins, Corporate Asset Transfer Strategy Using Insurance to Transfer Corporate Owned Investments to an Estate Tax Efficiently presented by Dave Larkins, Sun Life Financial. The Corporate Asset Transfer strategy offers advantages that may assist you in meeting your long-term objectives while diversifying assets and reducing risk. Additional information can be found by clicking here. Dave […]

The Private Trust Company Experience

17 Jan 2018

 The Private Trust Company Experience – John Pin, Solus Trust Company Limted John’s presentation focuses on the practices and procedures of a Non-Deposit Trust Company when acting in a fiduciary role as Executor, Trustee or Power of Attorney.

Trump, Poloz, and the Loonie: How will B.C.’s Economy Adapt?

17 Nov 2017

Bryan Yu is Deputy Chief Economist for Central 1 Credit Union, the umbrella organization for the credit union system in B.C. and Ontario. He provides economic analysis and forecast services to support member credit unions and internal business lines and frequently comments on the B.C. and national economies for major media outlets.

Working with the Ones you Love… A Family Business Primer

18 Oct 2017

Jim Soldan: Jim started THE FAMILY FURROW, / The Canadian Family Business Institute Ltd where the ‘people part’ of the family business is the center of his ‘Training Program’.  The focus is on effective communication, relationship building, governance guidelines and working through the transition phase toward succession as families live and work together.

Cross Border Estate Planning Issues for Dual Citizens

20 Sep 2017
Cheyenne Reese

Cross Border Estate Planning Issues For Dual Citizens – Cheyenne Reese Cheyenne Reese, Legacy Lawyers talks about estate, tax planning and trust matters for dual Canadian and American citizens.

Changing Face of Philanthropy

21 Jun 2017

Changing Face of Philanthropy from Estate Planning Council of Abbotsford Faye Wightman, presents on how the face of philanthropy has changed over the years and generations. With the use of statistics and real data, she outlines who it is that contributes, what type of  Foundation works the best for different situations (Public or Private) and […]

Dementia Care

17 May 2017

Dementia Care presentation by Nadine Jans, MSc., Clinical Health & Psychology.