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Estate Planning Council of CANADA

Upcoming events

    • January 27, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Learn about the many steps that an Estate Planner may follow in supporting a client's art and collectibles ultimate disposition while avoiding common mistakes.

    From discovery and goal setting questions, to design and execution of planning solutions, to preservation  and optimization of value transfers to the next gen or to a Museum. 

    We will touch on recurring issues and gaps that collectors should be aware of and attend to while alive (discussions with family about the art collection, cataloguing and raisonnes building, insurance and valuation, storage and condition reports, as well as contracts and Letters of understanding/undertakings with galleries or museums) and estate strategies (Testamentary bequests, multiple wills, trusts, holding companies-LLCs where beneficiaries will own an interest instead of art piece, private museums and post-mortem auctions or donations et Alia). 

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    Sara Adami-Johnson, Esq, Ph.D, TEP, CFP

    Director, Wealth Planning - BMO Private Wealth

    Sara has an LL.B., from the University of Milan, Italy (major in European Anti-Trust Law); LL.M. in European Business Law (major in European Securities and Banking Law)- PALLAS consortium of European Universities; LL.M in US Law, Antonin Scalia Law School, Mason University, Virginia, USA.; a Ph.D. in International Business Management, with a thesis in the field Behavioural Economics, Positive Organizational Behavior on the topic of Employee Engagement from the International School of Management, Paris, France.

    Called to California State Bar March 2021.  Accredited TEP, CFP, CSC, PFPC, CSA and Options & Derivatives Qualified Trader. Affiliate member of the CFA Society and CFA Vancouver and Okanagan Chapter, active member of STEP Canada, Kelowna Chapter; Kelowna Estate Planning Society and UBCO Gift Planning Society; student member of CBA and active member of ABA. I am an honorary global advisory board member of the American Academy of Financial Management and member of the board of directors of the International Academy of Management and Business and Third Space Life Charity. 
    • February 10, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Panel of Presenters:

    BC - Del Friday, Estate Planning Lawyer

    Ontario - Jim Kibble, CA, TEP, CEA,  Ontario Estate Consulting Solutions

    Nova Scotia - Dianna Burns, Lawyer

    Alberta - Lindsey Louro, Associate at McLeod Law LLP

    Sometimes... probate can be avoided.  We will take a look at strategies across Canada to minimize tax and settle estates sooner, whether that involves a complete estate plan or just the protection of specific assets from probate. Many have been advised to avoid probate in order to save time and money.  See how Provinces are different when it comes to settling Estates.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • February 24, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Learning how insurance works takes the mystery out of this important industry. It's vital to know the basic concepts of coverage because being aware of what's available and how it works can have a major impact on choices and advice. Armed with this knowledge, Advisors will be able to determine the right policies that will protect  lifestyle, assets, and property.

    Promod Sharma, FSA, FCIA, FEA  - Taxevity Insurance

    Actuary, Insurance Consultant, Family Enterprise Advisor

    Promod became an actuary at Metropolitan Life, developed life/health products at National Life and supported leading advisors at Industrial Alliance. He became independent in 2009 to help advisors help their clients harness the unique protection and tax advantages of carefully-constructed life insurance strategies.

    • Fellow of the Society of Actuaries, 1993 

    • Fellow of the Canadian Institute of Actuaries, 1993 

    • Family Enterprise Advisor, 2018

    As part of his ongoing education, Promod is a member of the Estate Planning Council of Canada, the Estate Planning Council of Toronto and the Canadian Association of Gift Planners.

    Jeevan Sharma, CFP - Taxevity Insurance

    Assisting professionals in getting the life and health insurance they need to safeguard themselves and their families from the uncertainties of life. To do this I take the lead in creating insurance market scans, proposals and spreadsheets for clients, developing presentations for marketing and educational purposes, drafting letters to clients, obtaining information from clients, scripting, filming and editing videos for the business, and drafting newsletters.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • March 10, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Join us for a special conversation with Economist Stephen Poloz, former Governor of the Bank of Canada from 2013–2020. 

    Mr. Stephen Poloz's biography highlights 40 years of experience in financial markets, forecasting, and economic policy, including 35 years in the public sector.

    Stephen is also the author of the upcoming book titled The Next Age of Uncertainty: How the World Can Adapt to a Riskier Future that maps out the powerful economic forces that are shaping our future and the ideas that will allow us to master them.

    Prior to joining the Bank of Canada, Stephen spent 14 years at Export Development Canada, as Chief Economist (1999-2008), Head of Lending (2008-2011) and finally as President and CEO (2011-2013). He also spent four years at BCA Research, where he was Managing Editor of the International Bank Credit Analyst, one of their flagship publications.

    Registration $20 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • March 24, 2022
    • 3:00 PM - 4:15 PM (EDT)
    • Virtual

    Any successful estate plan whereby the next generation has been introduced into the corporate structure for private companies should contemplate a unanimous shareholders’ agreement as the final step. This sets out the rights and obligations of the shareholders as they relate to each other and the subject compa- ny. From an estate-planning perspective, it also serves as a “family constitution” for future generations once Mom and Dad are no longer in the picture. That way, having a “rule book” as to how the business should be run could potentially avoid any sibling in-fighting, which only serves to hurt the business in the long run.

    Samantha Prasad is a Partner in Minden Gross LLP’s Tax Group. Her practice focuses primarily on corporate international and high net worth tax planning.Samantha’s clients vary from multi-national corporations to family business owner/managers. As such, her practice is varied to include tax aspects of corporate finance, corporate reorganizations, mergers and acquisitions, as well as comprehensive business succession planning and international structures.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

Past events - Members can login to the website to access these recordings

January 13, 2022 Long Term Care - The Good and The Bad
December 15, 2021 Member Social Event - How to be an Influencer
December 09, 2021 Culturally Sensitive Estate Planning
December 01, 2021 Estate Planning for the US & International Client
November 23, 2021 Year End Tax Update
November 17, 2021 The Changing Landscape of MidLife and What it Means for Future Planning
November 09, 2021 Cross-Border Planning and International Estate Governance Issues
October 28, 2021 New Perspectives on Charitable Giving
October 14, 2021 Understanding Capacity Assessments and Their Limitations
September 30, 2021 How Do You Use Beneficiary Designations In Estate Planning?
September 16, 2021 Corporate Insurance Transfers + Resulting Trusts
August 25, 2021 Emotional Intelligence for Successors
July 28, 2021 Summer Book Camp - Marketing
July 21, 2021 Adventures in Publishing - Canada's Best Selling Estate Planning Author
June 22, 2021 Summer Networking Event for Estate Planning Council Members
June 17, 2021 A Day in the Life of UBC Planned Giving and Estate Administration Professionals
June 03, 2021 Transition Planning For A Family Farm Business
May 20, 2021 A Collaborative Approach to Estate Planning - How does it all work?
May 06, 2021 Aging In Place - A Plan To Live
April 22, 2021 Embracing Technology– The Latest Advances in Estate Planning For Your Practice
April 08, 2021 Banton Trusts – Predator Proof Your Legacy
March 25, 2021 Stacking Lifetime Capital Gain Exemptions Using a Trust - the good, the bad, and the ugly
March 11, 2021 The Spiritual Practice of Estate Planning
February 18, 2021 Health Care Decision Making: Legal Rights of People Living with Dementia
February 04, 2021 2021: Anticipating A Tidal Wave of Insolvencies --- How Will Your Clients be Affected?
January 21, 2021 How Do You Build Your Practice and Specialize in High Net Worth Clients?
January 07, 2021 Do Your Clients Have U.S. Assets & Investments?
December 10, 2020 Pension Lump Sum Settlements
November 26, 2020 How to Safeguard Your Senior Clients from Investment Abuse
November 18, 2020 Healthy Aging - Discover Yoga Event for Advisors
November 05, 2020 Mom, Dad & The Oldest Daughter
September 24, 2020 Older and Vulnerable Clients - the Emerging Regulatory Landscape in Canada
July 23, 2020 A Gerontologist's Guide on Care Homes and Planning for Choice
July 16, 2020 Best Practices Session - Innovative Virtual Ways to interact with clients
June 19, 2020 Prescribed Rate Lending / Income Splitting

About EPCC

We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  

We link and support Estate Planners across Canada and represent a global community online.

More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

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