Speakers

Canada’s Premier Event for Estate & Legacy Planning

Engage with thought leaders shaping the future of legacy planning.
Join best-selling Canadian authors, industry experts, educators, media personalities, columnists, and seasoned coaches as they share cutting-edge strategies and forward-thinking insights in estate and legacy planning.

Summit Hosts

Daniel Collison

Most estate plans focus on transferring wealth. Great legacy plans focus on transferring happiness, purpose, values, and relationships.
Research from Elizabeth Dunn and Michael Norton suggests that people derive the greatest happiness from five specific uses of money: Buy Experiences, Make It a Treat, Buy Time, Pay Now–Consume Later, and Invest in Others. The opportunity for advisors is to move beyond “Who gets the money?” and toward “What is this money meant to do?”
Mark O’Farrell

Town Criers, Elevator Men, Cigarette Girls, Phrenologists, Telephone Operators and Physiognomists are no longer, but Certified Executor Advisors are here to stay, because Canadians depend on them for everything they do. From estate planning for testators to estate settlement for heirs, and everything ‘executor’ related in between, CEAs are engaging, networking, educating, connecting the dots, and making things happen from coast to coast to coast. How do they add value, and how do they receive value, so they can keep doing what they do? We’ll look at four of the seventeen CEA professions to help shine a light on this tricky subject. From conversation to compensation, let’s get started!

Guest Speakers

Kimberly Whaley

Breaking down the estate administration process, personal liabilities of executors and duty to account.
Adam Gordon

Seldom are clients dealing with one thing. In fact, it’s a crisis that often ignites getting various plans in place including: estate, downsizing, care, power of attorney, and more! This presentation will highlight some of the challenges, pitfalls, and solutions to point out to clients for better outcomes.
Melanie Russell

Description:
Amanda Richards

Trends Shaping Senior Living and Family Decision-Making Canada’s aging demographic is reshaping housing, healthcare, and family support structures. Families must navigate an environment where longevity, caregiver shortages, and shifting expectations are redefining the aging experience. This session provides a forward-looking view of emerging senior living models, technological innovations, and societal trends that will influence family planning over the next decade. Participants will walk away with insights that help them anticipate client needs and prepare for a rapidly changing landscape.
Kait O’Reilly

How legal professionals and executor advisors can leverage a modern digital workspace. This presentation explores how legal professionals and executor advisors can leverage a modern digital workspace, strategic digital marketing, AI-enhanced search optimization (AEO), and innovative digital tools to improve efficiency, strengthen client relationships, and grow their practice. Attendees will discover practical technologies, productivity strategies, and online marketing techniques that streamline workflows, increase visibility, and enhance the client experience in today’s increasingly digital legal environment.

Panel Speakers

Dr. Richard Shulman

A person cannot recognize when they have become incapable to make decisions. This means incapable ‘decision-makers’ must rely on family, friends, trusted advisors, substitute decision-makers, and formal assessment providers to protect them from financial exploitation or harm.
We talk about the importance of having powers of attorney in place, with little consideration as to how they will be implemented when the time comes, and who will know when that time has arrived.
Conflicting individual opinions can result in family disputes, financial losses, unauthorized access to personal information, decisions being legally challenged, and inappropriate loss of autonomy, dignity, and respect. This is a serious problem, and Capacity Clinic is a serious solution.
Nathan Spaling

A person cannot recognize when they have become incapable to make decisions. This means incapable ‘decision-makers’ must rely on family, friends, trusted advisors, substitute decision-makers, and formal assessment providers to protect them from financial exploitation or harm.
We talk about the importance of having powers of attorney in place, with little consideration as to how they will be implemented when the time comes, and who will know when that time has arrived.
Conflicting individual opinions can result in family disputes, financial losses, unauthorized access to personal information, decisions being legally challenged, and inappropriate loss of autonomy, dignity, and respect. This is a serious problem, and Capacity Clinic is a serious solution.

Our 2026 Sponsors

Thank you to our Sponsors for helping making this year’s Summit a success!
Summit 2026 line up of Sponsors is underway. Please check back with us for updates!