Conference Calendar
As a portfolio manager, there are many different elements of the market that need to be taken into account when providing superior client service. Once a month, the D'Amico Family Wealth Management Group of BMO Nesbitt Burns organizes breakfast conferences with legal or financial professionals to discuss financial topics pertaining to our society.
Here is our upcoming Conference Calendar for the year 2020.
Upcoming Conferences
Past Conferences
2024
March 13, 2024 - Commercial Banking presentation
2023
Septemeber 20, 2023 - Assurance: Strategies pour les proprietaires d'entreprise
2020
March 4, 2020 - "The Effects of Trusts on the Family Patrimony and Partnership of Acquests"
February 5, 2020 - "The Tax of Split-Income (TOSI) Rules: Perils and Planning"
January 8, 2020 - “Recent Developments in Tax Litigation (new Quebec sanctions for GAAR and shams, new Quebec Voluntary Disclosure rules, recent jurisprudence, CRA and RQ audit powers and rectification of transactions)”
2019
December 4, 2019 - "Pipelines, 88(1)(d) bumps, and Post-mortem Tax Planning: Where are we now?"
November 6, 2019 - “Family Law : Patrimonial and Corporate implications for married couples and recent developments regarding unjust enrichment for “de facto” spouses”.
October 16, 2019 - "The Canadian and US Tax Issues of Doing Business in the US as a Canadian"
September 11, 2019 - "Is the Tax Payer Bill of Rights only a Public Relations Exercise?"
June 5, 2019 - "The Three Most Common Estate Litigation Issues"
May 22, 2019 - “How Commercial Banking Can Help You and Your Clients”
May 8, 2019 - “Power of Attorney and Mandates of Incapacity”
March 27, 2019 - “A few lessons learned from Estate Practitioners”
February 27, 2019 - "Tips and Traps to avoid Estate Litigation"
January 30, 2019 - “Recent Developments in Tax Litigation, Tax Administration, International Compliance and Voluntary Disclosures".
2018
December 5, 2018 - "Latest Developments in Estate Planning & New Trends in Law: Cannabis"
November 7, 2018 - "Recent Estate Cases"
May 9, 2018 - "Tax Planning Opportunities for Private Corporations and their Shareholders: The 2018 Federal Budget and Beyond"