Join us for a Member Meet Up in Downtown Vancouver.

Thursday, October 16, 2025

4:30pm to 6:30pm

At Andersen Tax LLC - 1177 West Hastings Street - 12th Floor

RSVP - 30 spots

Drinks & Appys

For EPCC Members only

Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on Farm Families. Discussion topics will include property transfer, taxes, retirement income and family dynamics.

Attendees share insights, exchange ideas and identify possible courses of action to navigate common family farm issues.  This is a follow up to our presentation in June.

Please be prepared to turn your camera on and join the group. See you there!

For Estate Planning Council of Canada Members only. One Hour

Discussion Host - Allison Henkell. This event is not recorded.

No charge for Estate Planning Council of Canada Members

Advisors know clients want to give back—but many feel uncertain about the best structures or don’t have time to dive deep into charitable planning. In this session, learn how Donor Advised Funds (DAFs) simplify philanthropy for advisors and clients alike—offering impact, flexibility, and expert support. You’ll discover how partnering with a Community Foundation can strengthen client relationships and add real value to your practice.

As trusted partners, Community Foundations provide the expertise, administrative support, and local knowledge that allow advisors to offer more without adding to their own workload. By introducing clients to Donor Advised Funds (DAFs) through a Community Foundation, advisors can:

·       Confidently address clients’ charitable goals without needing to be technical experts.

·       Strengthen client relationships by connecting them to meaningful, high-impact giving opportunities.

·       Position themselves as strategic connectors, enhancing the value they bring to high-net-worth clients.

Join us for this engaging session as we explore how advisors can seamlessly integrate philanthropy into estate planning through Community Foundation DAFs. You’ll leave with practical insights, fresh language to use with clients, and a clear sense of how philanthropy can become a differentiating part of your practice.

Moderator: Neil Parmar, Board Member for Community Foundations of Canada

Panelist 1: Aneil Gokhale, Toronto Foundation

Panelist 2: Danielle Gibbie, Annauma Community Foundation

Panelist 3: Adam Hicks, South Saskatchewan Community Foundation

Panelist 4: Diane Silva, London Community Foundation

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

We welcome back the Managing Director of Tax and Estate planning at CIBC Private Wealth Management, for a fast paced & fact filled look at year end strategies and reminders.

Jamie Golombek is Managing Director, Tax and Estate Planning with CIBC in Toronto. As a member of the CIBC Private Wealth team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the bank in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.

Jamie is quoted frequently in the Canadian media as an expert on taxation, writes a weekly column called “Tax Expert,” in the National Post, has appeared as a guest on BNN, CTV News, and CBC’s The National and has been a regular personal finance guest on The Marilyn Denis Show. 

He received his B.Comm from McGill University, earned his Chartered Professional Accounting (CPA) designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations. Jamie is a current member of the Estate Planning Council of Toronto, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners. Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

A properly structured Buy-Sell Agreement ensures the continuity of your business if a shareholder exits due to death, disability, illness, or retirement. It outlines how ownership will be transferred and how the transaction will be funded.

When working with clients, we, as advisors, should collaborate with their team - lawyers, accountants, financial advisors/planners, insurance specialists.  All need to understand their client's game plan and use the same playbook.  We all work collaboratively to mitigate risk, ensuring our client, their assets, business and family are always protected. We will discuss these main points;

Why it matters • Common Triggers • Funding the Agreement • Life Insurance For Buy Sell Agreements • Disability Buy Out Coverage • Shareholder Agreement Flowchart • Regular Review and Integration

Presenter: Micheline Varas - Senior Partner, Customplan Financial Advisors

BA, RHU, RFC, EPC, GBDS, CEA, CHS

Micheline joined Customplan in 1994.  She is both a Senior (Managing) Partner and an independent advisor. Micheline works in conjunction with several insurers, their respective underwriters (and reinsurers) and is a consulting resource to advisors, institutions, HNW and corporate clients. She has grown her practice and that of others by focussing on intellectual interplay, the collaboration of specialist expertise. She structures creative, cost and tax-effective risk mitigation strategies for clients and plays an integral role in achieving solutions for those deemed difficult to insure.

Micheline was the first recipient of the GBDS (Group Benefits Disability Specialist) designation in Canada and a founding moderator of the Canadian Initiative for Elder Planning Studies. She heads Customplan’s Living Benefits’ Division as well as ACT (Advanced Consultancy Team) assisting advisors to achieve best-of-class solutions. A Top of the Table (MDRT) member, Micheline has penned industry and non-industry publications, held training and educational events, and spoken at international congresses (inclusive of The Million Dollar Round Table and Top of the Table conferences).  She was named one of 50 Women of Influence in Canada’s insurance industry.

Author - Building, Protecting & Transitioning Wealth - A Canadian Entrepreneur's Playbook

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Sara M. Johnson, ESQ, Ph.D., TEP, CFP, LL.M. (US Law), JD 

Vice President, High Net Worth Planning Services— International Estate, Art and Digital Legacy Planning, Family Office Services, RBC Wealth Management

Sara specializes in international estate planning, art collection and digital legacy planning for UHNW families in developing their wealth and legacy plans. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Sara has two decades of professional experience in complex estate and trust administration and planning; business succession; cross-border tax planning (STEP Advanced Certificate in Cross-Border Estates); family governance (STEP Advanced Certificate on family enterprise advising); art collection management and art estates planning (“Art as Global Business” Certificate, the Sotheby’s Institute of Art and European Institute of Sustainability, “Art Disruption,” NFTs and tokenization of Art, legal and tax planning); as well as, Digital Assets Inventory and estate management. She is a graduate of Masters in US Law at George Mason University and was called to the California State Bar in 2021. Sara achieved her Ph.D. in International Management (Behavioural Finance and Law) at the International School of Management in France, as well as completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law.

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Presenter: Damian McGrath

Presenter: Kim Moody