Tuesday, October 3, 2017

Topic: Update - Real Estate and Mortgage Markets

Speakers:  Michael Bain, Mortgage Agent, Dominion Lending Centres, Kathy Webster, Realtor, Century 21 Percy Fulton 

Tuesday, November 7, 2017

Topic: July 18th Tax Reform - What do the Changes Mean for your Clients?

Speaker: Nathan Wright, LLB, MTax, TEP

Tuesday, December 5, 2017

Topic: Problems and Solutions in Wills and Estates

Speaker: Blake Chapman, J.D., LL.M., S.J.D.

Tuesday, January 9, 2018

Topic: Estate Planning for the Elderly Clients

Speaker: John M. Macaulay, LL.B

Tuesday, February 6, 2018

Topic: US Tax Matters for Canadians

Speaker: Bob Gore, CPA, CA, CFP

Tuesday, March 6, 2018

Topic: Family Enterprise Planning Issue: The Threat of Following the Money for Tax Purposes

Speaker: Bill Crowther, CPA, CA, TEP, FEA, Tax Partner, Collins Barrow, Peterborough

Tuesday, April 3, 2018

Topic: Traditional Non. Registered Portfolios VS Segregated Funds "Simplified"
Speaker: J.P. Beaudoin, MBA, CIM, Regional Sales Manager, Wealth Management, Product Solutions Centre, GTA

Tuesday, May 1, 2018
Topic: Fair Market Value of Transfer of Life Insurance Policies
Speaker: Brian Callery, CFP, CLU, CH.F.C.

Monday, June 4, 2018

SEFPC Annual Golf Tournament at 12:30PM

Location: Remington Parkview Golf & CC, 6400 Steeles Avenue East, Markham, ON L3S 3J5

Fees: $120/person (includes fees, cart, prime rib supper)

Copyright @ Scarborough Estate and Financial Planning Council  All rights reserved.

Tuesday, April 4, 2017

Topic: Top 5 Financial Mistakes in Divorce

Speaker:  Tatiana Tevekova, CFP, RRC, CDFA, CFDS, Owner of Fairsplit Inc.  http://www.fairsplit.ca

Tuesday, May 2, 2017

Topic: Enhancing Estate Values through Insurance Planning

Speaker: Ted Polci, CLU, TEP, is a founding partner of First York, an insurance advisory firm working with entrepreneurs, family businesses and their advisors for over 40 years. He has served as a Chair of Advocis (The Financial Advisor Association of Canada); charter member of both CALU and STEP Canada. Currently he serves as Deputy Chair of STEP Toronto.

Tuesday, Oct 6, 2015  

Topic: Digital Legacy Matters and Estates and Trusts

Speaker: Daniel Nelson, LLB, MA,  www.danielnelson.ca  

Tuesday, Nov 3, 2015

Topic: New Housing options for Seniors - Sell and Stay - an option for seniors to unlock the equity in their home. An alternative to reverse mortgages. 

Speaker: Trudi Johnston - Sales Representative Re/MAX All-Stars Realty Inc., Brokerage Master A.S.A (Accredited Senior Agent)

Tuesday, Dec 1, 2015

Topic: Flow Through Shares.  Concepts/tax strategies/Current market conditions

Speaker: Andrew Gardiner, VP Sales, Marquest Asset Management Inc.  www.marquest.ca

Tuesday, Jan 5, 2016

Topic:  "CPP 2.0 – Situational Report on and Recommendations for Changes to the Canada Pension Plan”
Speaker: Michael Conway,

Tuesday, Feb 2, 2016

Topic:  US Tax Update - back by popular demand!
Speaker: Bob Gore,  CA, CFP,  Robert Gore & Associates, Chartered Accountants.  www.gore.ca

Tuesday, Mar 1, 2016

Topic:  Investment practice succession - Logistical, tax and legal considerations
Speaker: Doug Carroll‎, VP, Tax & Estate Planning at Invesco Canada

Tuesday, Apr 5, 2016

Topic:  Tax Update

Speakers:  Jim Chung, CA, CPA and Darren Rotsch, CPA, CA, MMPA

Murphy & Chung Professional Corporation, Chartered Accountants, www.murphychung.ca

Tuesday, May 3, 2016

Topic:  Assessing Capacity - To do what?  Capacity is elastic and has a time dimension as well as a function dimension.

Speakers:  Louise Silverston, Social Work Practice.  Capacity Assessor with extensive experience in hospitals, long term care, and community settings. 


Tuesday, November 3, 2020
Topic: Getting Wills done during Covid – Technical Developments, Risks
Speaker: Blake Chapman, J.D., LL.M., S.J.D., founder of Chapman Life Planning Law.

Tuesday, December 1, 2020
Topic: Travel Insurance Changes Related to Covid
Speaker: Martin Firestone, President at Travel Secure Inc.

Tuesday, January 5, 2021


Tuesday, February 2, 2021
Topic: Business Valuation Webinar
Speaker: Mark Korol Business Valuator, M&A Specialist, CPA; Paul McVean, trust and estate practitioner and CFP, CPA.

Tuesday, March 2, 2021

Tuesday, April 6, 2021

Tuesday, May 4, 2021

Our Previous Events

Education Through Experience


Tuesday, Oct 4, 2016 
Topic: "Business Continuity and Information Techology Disaster Recovery for the Small Business - What you need to know"
Speaker: Mark W. Baker, MA, FCIP, CRM, MBCI, CBCP    Mark has over 20 years of experience in business continuity planning and disaster and emergency management with both large organizations and small business.  http://www.bcpriskmanagement.ca/

Tuesday, Nov 1, 2016
Topic: Recent changes to inter-corporate dividends, the small business deduction, and life insurance and their impact on typical owner manager planning.  What does it all mean and what can still be done.
Speaker: Nathan Write,   www.jgwlegal.com

Tuesday, Dec 6, 2016

Topic: The New Rules of Marketing: Platforms + Content = New Clients
Speaker: Alex Krawteschenko, MBA, Founder One Dream at a Time, Outside Inside Out Inc.  Coach.

Tuesday, Jan 3, 2017

Topic: The Real Risks of Retirement and Legacy Planning and how to Protect yourself.  (Don’t underlive in fear of overspending!) 
Speakers:  Jon Whitehead, B.Ed, CFP,  and Carolan Mackay MBA, CFP, CEA of Jon Whitehead and Associates Private Wealth Management  

Tuesday, Feb 7, 2017

Topic: The New Rules of Marketing: Platforms + Content = New Clients  PART 2.  Continuation of Decembers presentation.
Speaker: Alex Krawteschenko, MBA, Founder One Dream at a Time, Outside Inside Out Inc.  Coach.

Tuesday, Mar 7, 2017
Topic: Case Study in Holistic Financial Planning:  A multidisciplinary approach.
Speaker: Jim Boyko, CA, CPA, SEFPC Founding President, Elliot and Boyko

Tuesday, October 1, 2019
Topic: Beyond Compliance:  Using data protection law to make your business thrive
Speakers:  Rajen Akalu, Ph.D.  Akalu Law Professional Corporation

Tuesday, November 5, 2019
Topic: Relationship Marketing in a Digital Age
Speaker: Susan Sommers and Anne Wootten, Wootten & Sommers, woottensommers.com​

Tuesday, December 3, 2019
Topic: “The Importance of Being Contractual: Understanding Key Provisions”
Speaker: Seema Aggarwal, Barrister and Solicitor

Special Note: SEFPC 40th Anniversary 

Tuesday, January 7, 2020
Topic: Comprehensive Financial Planning – LIVE – how to Model a plan for a client. Case Study.
Speaker: Bob Gore, Gore and Associates. Jon Whitehead and Carolan Mackay, Whitehead Mackay McNeill Private Wealth.

Tuesday, February 4, 2020
Topic: Building an Efficient Passive Portfolio
Speaker: Dan Tersigni, CFA, Senior Portfolio Manager, Wealthsimple

Tuesday, March 3, 2020
Topic: Back to Basics:  IPPs and RCAs
Speaker: Fraser Lang, CFP, CHS, CLU, Senior Vice President Sales & Business Development GBL Inc., www.gblinc.ca

Tuesday, April 7, 2020
Topic: Panel on Philanthropy: “Making things right by Giving Back”
Speaker: confirmed - Donor Activist Author Wendy Murphy

Tuesday, May 5, 2020
Topic: Permanent insurance: A different asset class for your Investment Portfolio. How it works. Special tax rules that insurance has versus other financial assets. Life insurance is highly tax efficient and can yield a high rate of return for an estate (both corporately and personally)
Speaker: Ty Wehrenberg, CFP, CLU, ChFC, Senior Insurance Planning Specialist at IG Wealth Management

Tuesday, November 5, 2013       

Topic: New CEA Designation – Certified Executor Advisor     
Speaker: Mark O’Farrell President, Canadian Institute of Certified Executor Advisors. www.cicea.ca

Tuesday, December 3, 2013    

Topic: Tax Update   
Speakers: Jim Chung, CA, President of MurphyChung, and Darren Rotsch, CA, Account Manager, MurphyChung     

Tuesday, January 7, 2014      

Topic: Tax Efficient Retirement Income Strategies - “A Touch of Corporate Class:  Practical Tax, from business clients to retirees.”  
Speaker: Doug Carroll JD, LLM(Tax), CFP, TEP, Vice President, Tax & Estate Planning Invesco Canada Ltd.


Tuesday, February 4, 2014    

Topic:  Modern Family – Yours, Mine, Ours. Estate and Financial Planning Issues for the Blended Family     
Speaker: Chistopher J Clapperton, Clapperton Munrow Law.

Tuesday, March 4, 2014       
Topic: Mortgage Update and Strategies Including Discussion of Reverse Mortgages     
Speaker: Michael Bain, Mortgage Intelligence 


Tuesday, April 1, 2014       
Topic: Charitable Giving: Donor Perspectives and Strategies   
Speaker: Verna Chen, Director of Planned Giving, Scarborough General Hospital  
Tuesday, May 6, 2014     

Topic: Understanding the Financial Planning Profession: Compensation, Designations, Titles, Regulatory Framework  
Speaker: John C. Hood of JC Hood Investment Counsel, frequent BNN Commentator, outspoken advocate for investors.

Tuesday, October 2, 2018
Topic: Non-Closings & Deposits; Past- Present- Future Market, Representation as Client, Customer or Multiple; Seniors Handling & Protection; Electronic Signatures, July 1/16 

Speakers:  Ed Robinson, Broker, eXp Realty Canada Inc. 

Tuesday, November 6, 2018
Topic: Planning for Persons with Disabilities
Speaker: Charles Eyton-Jones, LLB and Blake Chapman, J.D., LL.M., S.J.D.

Tuesday, December 4, 2018
Topic: “When Estate Law meets Business Litigation”
Speaker: Caroline E. Abela, LLB, WeirFoulds LLP

Tuesday, January 8, 2019
Topic: "Benefits of Reverse Mortgage"
Speaker: Michael Bain of Key Mortgage Partners-DLC  and Shan De Mel of Home Equity Bank

Tuesday, February 5, 2019
Topic: “HR Issues with Business Succession Planning”
Speaker: Ryan Day from Peninsula Canada

Tuesday, March 5, 2019
Topic: “Privacy and Data Security”
Speaker: Seema Aggarwal, Barrister and Solicitor

Tuesday, April 2, 2019
Topic: “Communicating with Executors” or "Engaging Executors Crucial to the Greatest Wealth Transfer in History"
Speaker: Mark O’Farrell, The Canadian Institute of Certified Executor Advisors. (CICEA)

Tuesday, May 7, 2019
Topic: "Cyber Crime; E&O - Directors and Officers Risk; Employment Practices and Employee Liability"
Speaker: Guida Leyland, Bryson Insurance

Monday, June 3, 2018 
SEFPC Annual Golf Tournament at 12:30PM 
Location: Remington Parkview Golf & CC, 6400 Steeles Avenue East, Markham, ON L3S 3J5

Tuesday, Oct 2, 2014  

Topic: Estate Litigation - Best Practices for Managing and Avoiding it.

Speakers:  Charles Eton Jones, LLB and John Macauley, LLB

Tuesday, Nov 4, 2014

Topic: Elder Abuse including Financial Elder Abuse

Speakers: Gary Gomez, Constable, 42 Division Crime Prevention and Dale Nichiporik, Constable, 42 Division Community Relations Officer

Tuesday, Dec 2, 2014

Topic: Tax Update

Speakers: Nick Bird CA, CPA  of Chaplin Burd and Geoff Crewe, CA, CPA, CFP of G Crewe and Associates

Tuesday, Jan 6, 2015

Topic: Long Term Care Insurance

Speaker:  Jennifer Jacobs CFP, CLU, CHS, EPC, Jennifer Jacobs Insurance Consulting Inc. www.ltciconsulting.ca

Tuesday, Feb 3, 2015

Topic: Does it Fit? Generic Discussion about Investment Products and Segregated Funds and their uses for different circumstances.

Speakers:  Brian Callery, CFP, CLU, CH IC, Steven Mosolanczki, CLU, CFP,  The Callery Group

Tuesday, Mar 3, 2015

Topic: U.S. Personal Tax Issues and Cross Border Tax Issues - an update.

Speaker: Bob Gore, CA, CPA

Tuesday, Apr 7, 2015

Topic: Customer Relationship Model - CRM2 - Implications for Advisors and Investors

Speaker:  Barbara Amsden, Managing Director, Investment Industry Association of Canada

Tuesday, May 5, 2015

Topic: New Estate and Testamentary Trust Rules Rock the World of Estate Planning.

Speaker:  Karen Slezak, CPA, CA, CFP, TEP, Partner, Tax with Crowe Soberman