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Estate Planners' Council of Hamilton
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Upcoming Events

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November 2024

Tue 12
November 12th 2024 @ 05:30 PM - 07:30 PM

November Tri-Chapter EPC Meeting –  Hemal Balsara, CPA, CA, CFP, TEP, FEA, Head of Tax, Retirement and Estate Planning, Individual Insurance, Manulife – “Post mortem planning and corporate owned life insurance”

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Tax deferral through a corporation has provided entrepreneurs an opportunity to maximize cash and minimize personal taxes.  However, tax deferral is not tax elimination, as one of the biggest tax issues facing business owners with corporations is the issue of double/triple taxation at the time […]

December 2024

Tue 10
December 10th 2024 @ 05:30 PM - 07:30 PM

December EPCH Meeting – “Charitable giving strategies with Jay Morrow AVP Independent Distribution at Serenia Life”

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Charitable giving strategies – providing tax efficiencies to your philanthropic goals Charitable giving is an activity that can allow people to help the most at risk. However, it does not end there. Charitable groups in Canada consist of educational institutions, amateur sports organizations, religious groups […]

January 2025

Tue 14
January 14 @ 05:30 PM - 07:30 PM

“The Top 5 Estate Cases of 2024 In Review” – with Adam Cappelli from Cambridge LLP

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Adam co-founded Cambridge LLP law firm in 2010 and co-manages the Estates Group where the focus is estate planning, administration and estate litigation. Adam has been certified by the Law Society of Ontario as a Specialist in Estates and Trusts Law which has been the […]

February 2025

Tue 11
February 11 @ 05:30 PM - 07:30 PM

February EPCH Meeting – “Refresher of Important Updates to the Succession Law Reform Act in Ontario” with Heather Watson from Agro Zaffiro LLP

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Heather is an associate lawyer at Agro Zaffiro LLP, focusing in the area of estates. Her practice consists of estate litigation, estate administration, and estate planning (which includes the preparation of Wills, Powers of Attorney, Trusts, etc.). She has appeared in Small Claims Court, the […]

March 2025

Tue 11
March 11 @ 05:30 PM - 07:30 PM

March EPCH Meeting – “Succession Planning” with Jeff Noble, CMC, FEA from The BDO Private Wealth Family Office | BDO Canada LLP.

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Executive summary Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The […]

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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