Menu
Log in
Forgot password
Log in


The Estate Planning Council of Toronto


2024/2025 MEETINGS

In person meetings will be held at Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto from 5:30 pm - 8:00 pm.


You will receive notices via email for registration. You may also register for a meeting by logging in to your member account. Cancellations are accepted up to noon, 8 days before the meeting.

Instructions on member and guest registration are available at the link below:

  • Life insurance is not a plugin: How do you ensure your client is getting solid insurance advice?

    • 10 Dec 2024
    • 5:30 PM - 8:00 PM
    • Arcadian Court
    Register

    Date & Time:
    Tuesday, December 10, 2024 at 5:30 pm  In-Person

    Topic: Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?

    Life insurance can be an important tool in the tax and estate planning tool belt. It enjoys many important and useful tax benefits – tax-free death benefits, tax-exempt growth inside a policy, and when corporately-owned, capital dividend account additions to name a few. It provides the liquidity to fund estate tax liabilities, estate equalization, shareholder agreements, and can help to optimize post-mortem planning. It can be payable to named beneficiaries without passing through the estate of a deceased life insured. These are just some of the situations in which you think you should recommend that your client consider purchasing or reviewing their insurance coverage, but do you know what you don’t know about insurance? How do you know who to refer your client to and whether planning suggestions made to your client by insurance advisors are appropriate? Join Florence Marino and Jonah Mayles for a conversation about what questions you should be asking and how you ensure your client is getting solid insurance advice.

    Panel Host: Kaye Bland, Tax Partner, Private Wealth, PWC
    Panelists:
    Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
    Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group Inc.

    Program:
    5:30 - 6:00 pm  Networking
    6:00 - 7:00 pm  Plated Dinner
    7:00 - 8:00 pm  Presentation by the speakers

    Location:  Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto

    Registration:
    To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

    Registration deadline: Noon, Tuesday, December 3, 2024

    Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register. View the menu selections here.

    As a nod to to the festive season, you will receive a complimentary drink ticket.

    Guests:
    Guest fees are $135 plus HST.

    If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

    Show details

Tuesday, October 8, 2024

Topic:  Putting the "fun" in Dysfunction.: Advising Succession's Roy Family
An interactive facilitated session
Facilitator: Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, December 10, 2024

Topic:  Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?

Life insurance can be an important tool in the tax and estate planning tool belt. It enjoys many important and useful tax benefits – tax-free death benefits, tax-exempt growth inside a policy, and when corporately-owned, capital dividend account additions to name a few. It provides the liquidity to fund estate tax liabilities, estate equalization, shareholder agreements, and can help to optimize post-mortem planning. It can be payable to named beneficiaries without passing through the estate of a deceased life insured. These are just some of the situations in which you think you should recommend that your client consider purchasing or reviewing their insurance coverage, but do you know what you don’t know about insurance? How do you know who to refer your client to and whether planning suggestions made to your client by insurance advisors are appropriate? Join Florence Marino and Jonah Mayles for a conversation about what questions you should be asking and how you ensure your client is getting solid insurance advice.

Panel Host: Kaye Bland, Tax Partner, Private Wealth, PWC
Panelists: 
Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group Inc.
Where & When: Arcadian Court at 5:30 pm

Menu:
Starters – Choice of:
Coconut squash potage – Pickled Peppers, Chili (VG, GF)
Roasted Beet & Feta Salad – White Beans, Roasted Peppers & Radicchio (V, GF)

Mains - Choice of:
Regular – Rosemary Braised Beef Short Rib – Prairie Grain Porridge, Portobello Cream, Charred Kale, Truffle Butter
Regular – Red Wine Glazed Chicken – Potato Puree, Pearl Onions, Roasted Mushrooms (GF)
Vegetarian/Vegan – Winter Squash (VG) 

Dessert – Dulce de Leche Chocolate Tart – Cocoa Nib Streusel, Passion Fruit

V - Vegetarian, VG - Vegan, GF- Gluten Free

Tuesday, February 4, 2025

Topic:  Litigation
Panel host:  To be confirmed
Panelists: To be confirmed
Where & When:  Arcadian Court at 5:30 pm

Tuesday, April 8, 2025

Topic:  Cross-border Canadian/US tax update
Panel host:  Jin Wen, Partner, Business Tax Services, Ernst & Young
Panelists:  To be confirmed
Where & When:  Arcadian Court at 5:30 pm

Tuesday, May 6, 2025

Topic:  Spring Social Event
Where & When:  To be determined, 5:30 pm

Powered by Wild Apricot Membership Software