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Posts by category
- Category: Uncategorized
- Protected: Having The Talk: How To Have a Conversation About Planned Giving
- Protected: Family Trusts & GAAR
- Protected: Community Foundations vs Private Foundations
- Protected: Planning For Your Client’s Aging Parents
- Protected: PGT – Who We Are and What We Do
- Protected: Avoiding Estate Litigation
- Protected: Celebrity Estate Planning – Do’s & Dont’s
- Protected: Partnering with CIOs
- Protected: Dual Canadian and US Citizens Living in Canada
- Protected: Observations of Estate Planning – What Works and What Doesn’t
- Protected: Digital Assets – Bitcoin & Estates
- Protected: Outlook 2022: Navigating a New Wave of Uncertainty
- Protected: The Rogers Saga and What it Can Teach Us About Family Business and Conflict
- Protected: Will or Trust: When to Choose One or the Other
- Protected: Insights into a Corporate Trustee
- Protected: Estate Planning Landscape Update
- Protected: Market Update: Recommendations on the best areas to invest currently
- Protected: Planning for Elder Care: a look at the process and costs involved
- Protected: Legal Panel Discussion: Advanced Care Planning
- Protected: The Evolution of Estate Philanthropy in Canada
- Protected: Estate Planning and Structuring Opportunities to Minimize Taxes
- Protected: Donor Advised Funds as Giving Vehicle
- Protected: Trust Planning
- Protected: Cyber Crime
- Protected: COVID-19 Government Support Programs – Overview & Considerations
- Protected: A Gerontologist Guide to Living a Longer and Happier Life
- Protected: Global Economic Downdraft and BC’s Prospects
- Protected: Family Trust Planning Opportunities
- Protected: Behavioural Finance
- Protected: CPP/ OAS Pensions and Benefits
- Protected: Estate Planning – Current Topics
- Protected: Capital Market Update
- Protected: Family Law
- Protected: Death in the Digital Age: Dealing with Digital Assets and Intangible Property on Death
- Protected: Fraud, Loss and Dispute Issues for Estate Planners
- Protected: Donor Advised Funds & Foundations
- Protected: Tax Tips & Traps for Charitable Gifting on Death
- Protected: Best Laid Plans Awry: Estate Planning Problems on Incapacity and Death
- Protected: Estate Planning in Canada’s Changing Tax Environment
- Protected: Title Insurance & It’s Benefits
- Protected: Corporate Asset Transfer Strategy
- Protected: The Private Trust Company Experience
- Protected: Trump, Poloz, and the Loonie: How will B.C.’s Economy Adapt?
- Protected: Working with the Ones you Love… A Family Business Primer
- Protected: Cross Border Estate Planning Issues for Dual Citizens
- Protected: Changing Face of Philanthropy
- Protected: Dementia Care
- Protected: Discussion on Assisted Dying Legislation
- Protected: Insurance and Tax Changes
- Protected: Mediation for Estate Planning and Estates
- Protected: Understanding Digital Assets
- Protected: Taxation of Testamentary Trusts
- Protected: Role of the Public Guardian and Trustee
- Protected: Lifetime Planning Tools
- Protected: Corporate Owned / Split Ownership Insurance
- Protected: Inside Look at Probate From the Registrar’s Office
- Protected: Changes To Taxation of Trusts
- Protected: How To Cut Someone Out of Your Will
- Canada’s Trade Agreements
- Protected: Corporate Insurance & Tax Planning
- Protected: Tax Planning Strategies Utilizing Gifts
- Protected: Economic Update – Bryan YU, Senior Economist
- Protected: WESA Changes – including probate applications and rectifications
- Protected: Locating Estate Assets & Beneficiaries
- Protected: Investing in the U.S.
- Breaking Up Is Hard To Do – Planning Issues When Untying The Knot
- Owner Manager Tax Planning
- CHIP Mortgage Strategies
- Tips and Traps of Beneficiary Designations
- Navigating the Fraudulent Conveyance Maze
- Aging Successfully and the Care Years
- Proposed Changes to the Taxation of Testamentary Trusts
- Planning For Incapacity
- US Estate Tax for Canadians and other Cross Border Tax Issues
- Family Law Act
- Long Term Care Insurance
- Estate Litigation
- Elder Law
- Strategy for Business: How to Attract Top Talent
- Making Final Arrangements
- Estate Planning from an Insurance Perspective
- Changing Landscape of Philanthropy
- New Wills & Estates Act
- The Estate Freeze Process
- Ethics & Reproductive Law
- Insolvent Estates
- Estate & Accounting
- Family Law, Estate Planning, Marriage
- Leading From Anywhere
- Debunking Myths of HST
- Changes to the New Wills, Estates and Succession Act
- Tax & Estate Planning, Manulife
- Public vs. Private Foundations & Charitable Gift Planning
- Trustees – Directors of Private Companies: Which Hat Rules?
- Estate Planning and Divorce
- 10 Business Frauds to Know About
- Estate Tax Planning
- Writing the Tax Man Out of Your Will
- The Perfect Storm: When Stress From Work Hits Stress at Home
- Seniors Transitioning from Independent Living to Assisted Living
- Honorable Mike de Jong
- Honorable Mike de Jong
- 2010 Economic Outlook
- CIBC
- Solus Trust
- A View From the Bench
- Greg Campeau from Campeau Learning
- Insurance Strategies for Estate Planning – 3 Case Studies
- Strategic Corporate Resolutions
- Retirement Lifestyle Center
- 2009 Economic Outlook
- Personal Bankruptcy
- Business Succession Planning
- Canadians Investing in U.S. Real Estate, and Related U.S. Estate Tax Implications
- Principles for Successful Investing
- Valuation and Exit Strategies for Family Enterprise
- Tax System Overview: Family Trust & Estate Planning Opportunities
- Joint Ownership – A Potential Minefield for Advisors
- Warren Jestin
- Living Benefits
- Donald Drummond
- Post-Mortem Tax Planning Update for British Columbia Business Owners
- Facility Selection for Eldercare and Funding Operations for Eldercare
- Estate Planning for Blended Families
- Tax Minimization Strategies for Canadian Controlled Private Corporations for Successful Investment Asset
- Your Estate Matters – Ten Steps to Creating a Complete Estate Plan
- Planning for Clients with Assets in Multiple Jurisdictions
- Tips & Traps of Charitable Giving Through Alter Ego and Joint Partner Trusts
- Avoiding Claims Under the Wills Variation Act
- The Truths and Myths of Retirement Compensation Arrangements and Individual Pension Plans
- Why the Wills Variation Act is the Greatest Piece of Legislation Ever Passed!
Locations
Events
- Areni Kelleppan presents "The Pros & Cons of Investing in Community Foundation vs a Private Family Foundation"
- EPCA General Meeting (AGM)
- EPCA General Meeting
- EPCA General Meeting- Speaker: Dan Orsetti
- EPCA General Meeting
My Templates
Members
- Daman S. Bhathal
- Mark Driediger
- Jason Hughes
- Varinder Chahal
- Tyler Evans
- Kirti Naslund
- Michael R. Sandhu
- John Wiebe
- Jeevan Hundal
- Danielle Giesbrecht
- Scott Somers
- Areni Kelleppan
- Karen Fruitman
- Brad Friesen
- Scott Groenwold
- Emily Anderson
- Steve Willems
- Marta M. Dean
- Dan Kyte
- Ian C. Moes
- Steve Fruitman
- Derek Chow
- Kam Grewal
- Daniel Grice
- Bryan Hubbell
- Aaron R. Salter
- James J. Klassen
- Edward K. Kaye
- Linda Spletzer
- Bote Miedema
- Cindy Boury
- Cameron Wilson
- Erin Swint
- Mark Sawatzky
- Heather Newport
- Michael Manley
- Rick Gendemann
- Kenneth A. Forcier
- Steven Araki