Posts by Melissa Wells

Presented by Jim Bird,  Director, Individual Insurance Sales, Manulife Financial Jim [email protected] Jim will discuss the impact of the 2017 insurance policy tax changes, corporate planning, policy transfers and where insurance solutions add value in estate planning. Jim graduated with a Honours Bachelor of Arts...

“Ten Practical Steps to Improve Written Advance Directives in Powers of Attorney for Healthcare” presented by Dr. Laura Hawryluck Took place on November 14th 2017 from 05:45 AM to 07:45 AM

Estate Problems: Never send to know for whom the bell tolls; it tolls for thee presented by Scot Dalton Scot Dalton is a 35 year veteran of the property casualty insurance industry. With executive level experience in both underwriting and distribution he has focused his efforts on...

“The Six Buckets of Estate Planning and Why Most People in Ontario Should Consider Having Two Wills” Jim Kibble, Chartered Accountant of Ontario Estate Consulting Services Inc. and Tyler Hortie, Lawyer of Cohen Highley Lawyers Jim and Tyler will be reviewing the Ontario Estate Information...

Michael Morgan of Simpson Wigle is speaking for the May meeting.  He will be making a presentation entitled “Tax Update – Tax Issues you need to know about in 2017”.  This is the same presentation that Michael gave at the Hamilton Law Association “Annual Estates...