Annual General Meeting and General Meeting

  • Monday, November 05, 2018
  • 5:30 PM - 8:30 PM
  • Calgary Golf and Country Club


Registration is closed

Members are asked to take notice that the 2018 Annual General Meeting will take place November 5, 2018 directly preceding dinner with the following agenda:

  • Adoption of Minutes from 2017 AGM
  • Treasurers Report on Financial Statements
  • Election of New Board Members

Minutes to last years' AGM and 2018 Financials are available in the Documents Library under Members Only section at

Following the Annual General Meeting will be:

Topic: Philanthropy - Charitable giving as part of Estate Planning
This presentation will cover impactful charitable gifting strategies. It will include a technical analysis of strategies using private company shares, public company shares and life insurance to multiply the efforts of charitable giving.

Rick Green, CFP, CLU, TEP, CH.F.C., MFA     Partner: Sagium
Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU  Wealth and Tax Planning Consultant: Great-West, London, Canada Life

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