This is one of my favourite conferences. The topics are ones that are topical (ex. The session about the implications of the new proposed tax rules) and deal with issues we grapple with every day. The mix of tax and non-tax sessions is good. The quality of the participants and the breadth and depth of experience they bring to the discussion is invaluable and of course the venue is spectacular.
Maria Elena Hoffstein
Fasken Martineau DuMoulin
There is no other processional development conference in Canada for Trust and Estate practitioners that compares to the Forum in terms of the quality of the content and discussions among participants. The facilitated discussions format fosters a high level, frank consideration of the very issues we face in our practice, and leave the group with practical topics and solutions we can bring back to our practices.
Sarah J. Dykema
This is a gold standard gathering of the leaders across Canada in this practice area. The sharing of ideas is excellent
This Forum is of great importance to my technical currency and to innovative solutions.
This is an excellent balance of formal. General discussion and the opportunity for private discussion.
The discussion distinguishes this Forum.
The Heritage Wealth Strategy Group Inc.