Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations. Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective...
Jennifer Stebbing Recent legislative changes that affect Estate Planners A review of recent legislative changes and proposed changes by the Ontario government that affect estate planners. This includes, but is not limited to, the changes to the Estates Act, the proposed Accelerating Access to Justice...
AGM plus a tax discussion by Erin Podio 2021 Tax Update: A brief summary of recent income tax developments of interest for estate and trust practitioners including a discussion of proposed tax measures in the 2021 federal budget. BIO As a Partner in Grant Thornton’s...
Presenting: Shannon Williams, RBC & Stephen McCotter, RBC Easing the Burden – Working with Trust Companies Our presentation will focus on the estate and trust services provided by trust companies along with the pros/cons of working with them and the professionals involved. Bios: Shannon Williams,...
Crimes Against Seniors presented by Andrea McLaughlin, Hamilton Police Service, Senior Support Officer Andrea McLaughlin is a 30 year constable with the Hamilton Police Service serving several different assignments including uniformed patrol and plain clothes investigations. Andrea’s current assignment is as the Senior Support Officer...
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