Dates: October 23 - 25, 2022
Location: Cambridge, Ontario
The Steering Committee welcomes a small group of the most senior tax, estate planning and estate litigation professionals from leading law firms, accounting firms, and family offices across Canada. This 1st Generation Forum is the longest-running Forum in the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the most senior practitioners in the field with approximately 25+ years of experience.
Using candid, seminar-style discussion at this annual meeting, the group examines trends and developments in every jurisdiction as they relate to practice management, new developments in case law, tax updates and the most pressing issues their clients face.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Bruce Harris was, until June 30, 2022, a Partner of the PricewaterhouseCoopers LLP (“PwC”) Family Enterprise Services Group. He joined PwC’s tax group in 1984 and became a Partner of PwC in 1993. Bruce provided income tax advice primarily to large privately held corporations and their shareholders. He has advised on many Canadian tax issues including corporate reorganizations, foreign affiliates and other foreign entities, charitable giving strategies, uses of trusts (domestic and foreign), and estate planning matters. The PwC Family Enterprise Group served the clients whose business and tax planning needs are often complex and require concentrated effort in a multi-faceted approach. Bruce often spoke at various industry and firm-wide conferences. As a retired partner of PwC Bruce provides consulting services including some for his former clients.
Brenna joins Cambridge Forums with 20 years of experience in events, fundraising, and development. She has spent most of her career in the music industry, working for the Canadian Academy of Recording Arts & Sciences, overseeing the planning of high-profile events like the JUNO awards. Most recently, she launched a successful national advocacy campaign for the live music sector resulting in significant relief funding from the federal government. Her early career involved raising funds and executing events for non-profit organizations and foundations, including the University of Toronto and the Ireland Fund of Canada. Brenna looks forward to her role as Forum Director to blend her experience and passion for bringing people together and fostering meaningful connections. She is a mother of two, a fitness enthusiast, and is best known for her sense of humour.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among leaders in tax, estate planning and litigation across Canada.
"The Forum provides an excellent opportunity to engage in a free-flowing exchange of ideas from highly regarded colleagues."Maureen Berry Partner Fasken LLP Toronto, ON
"The Forum is a unique opportunity for senior practitioners and academics from across the country and from different disciplines to discuss and explore sophisticated tax, trust and estate planning topics in a confidential and candid manner that is not available anywhere else."Patricia Robinson Partner Robinson's Law Toronto, ON
"I always come away from the Forum with several insights to apply in my day to day practice. The caliber of the participants and speakers are top-notch."Corina Weigl Partner Fasken LLP Toronto, ON