Upcoming Events & Workshops

OUTCARE FOUNDATION AND ELDERCARE FOUNDATION OF OTTAWA /  BLACK BINGO FUNDRAISER / AN EVENT NOT TO BE MISSED!

DATE: Saturday, November 18th

PLACE:  Ottawa Conference and Event Centre (Coventry Road).

September 12, 2017 (Ottawa, Ontario) – Tickets are now on sale for the fourth annual Black Tie Bingo!
Fundraiser presented by Family Tree Wealth Management, IPC Securities Corporation. This ritzy,
fun-filled event takes place on Saturday, November 18th, 2017 at the Ottawa Conference and Event Centre
(Coventry Road). Over 65% of tickets have already been sold!

Click here to download the full flyer (Français)

 

HOPEIUM: Creating meaningful wealth in a world of complexity

PRESENTED BY: Robert Roby 

DATE: Saturday, September 30th, 2017

TIME: 10 am to 11:30 am

PLACE:  11TH Floor boardroom, 343 Preston Street, Ottawa, ON

Items of discussion:

1. Discuss the challenges ahead in the area of pensions, healthcare, digital and robotics.

2. Overview the history of the markets and what to look forward to in the future.

Note:  By invitation only with RSVP

Invitation will be sent out.


ADVANCE & PALLIATIVE CARE

Note:  By invitation only with RSVP

Invitation will be sent out.

A presentation on advanced care and palliative care by Sharon Carstairs P.C., C.M., Chair of the OutCare Foundation and Michael D. Segal, Barrister & Solicitor in a discussion of advanced care legislation coupled with potential estate planning issues this may present.

Saturday, October 21st, 2017, the Honorable Sharon Carstairs P.C., C.M., Chair of the OutCare Foundation will be joined by Michael D. Segal, Barrister & Solicitor at the Family Tree Wealth Management, IPC Securities Corporation’s workshop in a discussion of advanced care.  Stay tune for our upcoming information and invitation on this special event.

Sharon CarstarisSharon Carstairs is a retired Member of the Canadian Senate. She has also worked as a sessional lecturer at the University of Manitoba; Member of the Manitoba Legislative Assembly for River Heights; Leader of the Liberal Party in Manitoba; Leader of the Official Opposition in the Manitoba Legislative Assembly; Teacher at St. Norbert Collegiate, St. Norbert and St. John's Ravenscourt School, Manitoba; and Chairperson of the Board of Referees, Unemployment and Insurance Commission to name but a few of her roles.  Sharon has been a strong supporter of palliative care throughout her career, raising awareness of this critical service. Having recently retired from the Senate and made her permanent home Ottawa, she joined the OutCare Foundation so that she may continue to make meaningful contributions to her community by ensuring everyone has access to quality end-of-life care.

Michael SegalMichael Segal graduated from McGill University with a B. A. with honors in political science in 1971 and then Graduated from McGill University with LLB. in 1974 and was called to the Bar in Ontario in 1976. In the late 1970’s he taught a basic law course at Algonquin College and produced the booklet “Starting Your Own Business”. He was one of the instructors for the commercial law section of the Bar Admissions Course for the Law Society of Upper Canada in Ottawa from 1998‑ 2005. He has presented papers and lectured to different groups in different areas of business law, wills and estates. He is an active member of S.T.E.P. STEP, Society of Trust and Estate Practitioners (Canada)  and is a past Chair of the Ottawa branch member of the national board of directors. He holds the designation of TEP. Michael sat on the Board of Directors of the National Capital American Chamber of Commerce Chapter for a number of years.  Michael received his Certified Specialist designation in Corporate and Commercial Law in October 2004 from the Law Society of Upper Canada and restricts his practice to corporate and commercial and tax and estate planning and related matters.