No upcoming events for this branch at the moment.

View all archived events for the Toronto branch.

Below is a list of recent events for this branch.

• Fall 20092009/2010 Value Passport
  Members Only
  
  Included in the 2009/2010 Passport are 7 programs:

  • Disclosure of Information Trust and Corporate Information (October 7, 2009)
  • New life insurance strategies (November 11, 2009)
  • Shareholders Agreements (December 15, 2009)
  • Year in review (February 9, 2010)
  • Trustee Liability in the current environment (March 9, 2010)
  • The Role of Provincial Authorities in Trusts and Estates (April 13, 2010)
  • The evolution of CRA’s domestic and international enforcement capabilities with statistics on its audit, reassessment and tax court success rate (May 11, 2010)

  »  Online Registration
  »  Paper Registration

• May 11, 2010The evolution of CRA’s domestic and international enforcement capabilities with statistics on its audit, reassessment and tax court success rate

  
  Co-Chair: Andy Cloutier, RBC PH&N Investment Counsel
  Co-Chair: Greg McNally, N. Gregory McNally & Associates Ltd.
  
  Speakers:

  • Mr. Justice Donald Bowman, former Chief Justice of the Tax Court of Canada.
  • M. Judith Sheppard, former Senior Counsel Tax Law Services, Department of Justice Canada.
  
  
  Registration: 2:45 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: The Lamont Learning Centre, , Osgoode Hall 130 Queen Street West, Toronto (Enter via the eastern doors of the Law Society building Osgoode Hall)
  
  Remote locations(webinars)
  Simultaneous audio presentations available at the following remote locations.
  • Barrie: Scotia Private Client Group, 44 Collier Street – 2nd Floor
  • Belleville: Wilkinson & Company LLP, 139 Front Street
  • Burlington: BDO Canada LLP, 3115 Harvester Road, Suite 400
  • London: TD Waterhouse Private Trust, 380 Wellington (at King) 18th floor
  • Markham: Wilson Vukelich LLP, 710 - 60 Columbia Way
  • Mississauga : Pallett Valo LLP, 1600 - 90 Burnhamthorpe Road West
  • Sarnia: RBC Dominion Securities, 340 North Front St.
  • Waterloo, Miller Thomson LLP, Accelerator Building 295 Hagey Blvd., Suite 300
  • Thunder Bay, Grant Thornton LLP, 979 Alloy Drive

  »  Online Registration
  »  Paper Registration

• April 13, 2010Advocates of the Rights of Older People: Protecting, and Advising Your Clients where Aging and Capacity are at Issue: Is it time to adapt your practice to better accommodate your emerging clientele?

  
  Co-Chair: Kimberly Whaley, Whaley Estate Litigation
  Co-Chair: Suzana Popovic-Montag, Partner, Hull & Hull LLP
  
  Speakers:

  • Dr. Guy Proulx, formerly a psychologist at Baycrest, and is now at Glendon York University
  • Dr. Jane Barratt, is the Secretary General of the International Federation of Aging.
  
  
  
  • Protecting the rights of older people
  • As advisors, do we need to work in a different way?
  • Acquire knowledge and awareness for you to reframe the way you plan the future and the direction of your practice
  • Future demographics: How will they affect your client base?
  • Process and legal instruments needed to protect and promote the rights of older people
  • The aging brain
    • Cognitive disorders
    • Reduced functional abilities
    • Reduced decisional capacity
    • Reduced competency
  • Memory systems
  
  
  Registration: 2:45 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: The Lamont Learning Centre, , Osgoode Hall 130 Queen Street West, Toronto (Enter via the eastern doors of the Law Society building Osgoode Hall)
  
  Remote locations(webinars)
  Simultaneous audio presentations available at the following remote locations.
  • Barrie: Scotia Private Client Group, 44 Collier Street – 2nd Floor
  • Belleville: Wilkinson & Company LLP, 139 Front Street
  • Burlington: BDO Canada LLP, 3115 Harvester Road, Suite 400
  • London: TD Waterhouse Private Trust, 380 Wellington (at King) 18th floor
  • Markham: Wilson Vukelich LLP, 710 - 60 Columbia Way
  • Mississauga : Pallett Valo LLP, 1600 - 90 Burnhamthorpe Road West
  • Sarnia: RBC Dominion Securities, 340 North Front St.
  • Waterloo, Miller Thomson LLP, Accelerator Building 295 Hagey Blvd., Suite 300
  • Thunder Bay, Grant Thornton LLP, 979 Alloy Drive

  »  Online Registration
  »  Paper Registration