Reports

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.  

Insurance and Tax Changes

15 Feb 2017

Insurance and Tax Changes presented by Raphael Tachie, Manlife

Understanding Digital Assets

16 Nov 2016

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 […]