本文发表在 rolia.net 枫下论坛The Canadian-Chinese Professional Accountants Association
加 中 专 业 会 计 师 协 会 卑 诗 省 分 会

2015 年 第 七 届 年 会
“IN-DEPTH WEALTH MANAGEMENT IN CANADA”
高级财富管理论坛

时 间: ：Saturday, October 3, 2015 (9AM – 4 PM)
地 点:： Hilton Hotel Metro-town
6083 McKay Ave, Burnaby, British Columbia, V5H 2W7
收 费: $128 （包括 午餐和茶歇）
语言: 中 文 和/或 英 文
Online Registration: https://www.eventbrite.ca/preview?eid=18254047347

Annual Conference Agenda
09:00-09:30 Registration
09:30-09:40 Address from CCPAA
09:40-10:40 Trends of Wealth Management in Canada and Overview of Regulatory Environment
10:40-11:40 Protect Your Wealth-Will Structure, Probate Procedure and Non-Resident Issues
11:40-13:00 Lunch Break and Networking
13:00-14:00 How to Use Trust in Wealth Management
14:00-15:00 In-Depth Tax Planning
15:00-15:10 Coffee Break
15:15-16:15 Panel Discussion: Investment Products and Services and Related Compliance Requirements
16:15 CCPAA BC Conference Close
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