Tuesday, October 14, 2025

Topic:  What Would You Do?: Issue-Spotting, Risk Assessment and Problem-Solving
An interactive facilitated session

Nicole will host an interactive session involving various scenarios, where participants will be asked "what would you do?". Please join us for an evening of discussion, fun and learning!

Facilitator: Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, November 4, 2025

Topic: Substitute Decision-Making: The Gaps in the System

Join us for a solutions-oriented session addressing the real-world challenges of decision-making capacity and facilitating substitute decision-making. We will uncover gaps in the current system and the challenges of navigating capacity assessments, POA activations, and professional responsibilities. We will ask the audience to share insights from their experiences and what keeps them up at night around these issues. You will leave with an appreciation for reducing the resulting risks for your clients, your organization, and yourself.

Speakers: 
Stella Craveiro, MTI, TEP, Director, Regulatory & Fiduciary Oversight, Scotiatrust
Bruce Young, CPA, CA, CEA, Estate & Trust Advisor, Collective Agreement
Where & When: Arcadian Court at 5:30 pm

Tuesday, December 2, 2025

Topic:  Litigation Fireside Chat

Panel Host:  Pia Hundal, Partner, Bales Beall LLP
Panelists: 
To be confirmed
Where & When: Arcadian Court at 5:30 pm

Tuesday, February 10, 2026

Topic:  A Case Study: Tax Considerations for Private Clients with US Connections

Discussion leaders:
Kaye Bland, Tax Partner,  Private Wealth, PricewaterhouseCoopers LLP
Lorenzo Armena, Senior Tax Manager, Private Wealth, PricewaterhouseCoopers LLP
Where & When:  Arcadian Court at 5:30 pm

MENU:
Starters (Choose one):
Stoney Creek Tomato Soup - Thai Curry, Basil, Mint (GF, VG)
Charred Onion & Potato Soup - Aged Bright's Cheddar Biscuit (V)
Artisan Green Salad- Stone Fruits, Peppered Almond Granola, Chardonnay Peach Vinaigrette (GF, VG)

Mains (Choose one):
Miso Fried Tofu - Tamari Ginger Carrots, Wild Rice, Bok Choy (GF, VG)
Kozlik's Mustard Roast Pork Loin - Mashed Potatoes, Garlic Greens, Apple Jus (GF)
Ginger Garlic Glazed Cornish Hen - Rutabaga, smoked Carrots & Scallion Jus (GF, DF)
Surf 'n Turf - Grilled Beef Tenderloin, Butter-poached Shrimp, Pommes Dauphine, Broccoli (GF)

Dessert (Choose one):
Red Wine Poached Pear - Mascarpone Mousse, Candied Walnuts, Edible Flowers (GF)
Mont Blanc Cheesecake - Caramelized Chestnut Purée, Toasted Meringue, Black Currant (V)
10 Layer Cake - Vanilla Sponge, Orange Cream, Dulce de Leche, Creme Anglaise (V)

V - Vegetarian   VG - Vegan   GF - Gluten Free

Tuesday, March 3, 2026

Topic:  Helping Clients Decide: Donor Advised Funds vs. Private Foundations
We'll explore the key differences between private foundations and donor advised funds and when to recommend one over the other. You'll hear from Lori Duffy, Senior Trusts and Estates Advisor, McCarthy Tétrault, Brad Jesson, Principal, Family Office Advisory, Northwood Family Office and Aneil Gokhale, Directory Philanthropy, Toronto Foundation. Whether you are advising on charitable legacies or complex financial strategies, you'll learn actionable insights to better guide your clients.

Speakers: 
Aneil Gokhale, Directory Philanthropy, Toronto Foundation
Lori Duffy, Senior Trusts and Estates Advisor, McCarthy Tétrault
Brad Jesson, Principal, Family Office Advisory, Northwood Family Office

Where & When:  Arcadian Court at 5:30 pm

Tuesday, May 5, 2026

Topic:  Spring Social Event
Where & When:  Arcadian Court, 5:30 pm