This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Forum Overview
Dates: October 27 - 29, 2024
Location: Cambridge, ON
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.
2024 Steering Committee
Committee Co-Chairs
Committee Members
Alison obtained her law degree from the University of Victoria in 1996. She was a partner and worked for 12 years with a large full-service national firm in Vancouver before moving to the Okanagan in 2007. There she worked for several years advising high net worth clients of a private bank, and acting as partner of a local boutique firm before founding Balmains Law Corporation.
Forum Director
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.
CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in tax, estate planning and litigation across Canada.
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