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.
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.
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.
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 […]
Mediation for Estate Planning and Estates presented by Kathryn Sainty, Q.C., Sainty Law
Presented by Ryan Howe, Alexander Holburn LLP This presentation covers the topic of digital assets and their treatment for the purposes of estate planning and administration. Attendees were provided with best practices for dealing with digital assets and gained a better understanding of the myriad of issues (legal and otherwise), which affect your digital legacy. Ryan […]