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 18 - 20, 2026
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.
2026 Steering Committee
Committee Chair
Committee Members
Maureen Berry’s practice is focused on wills, estate planning, domestic and international trusts, private corporation taxation, and executive compensation. Maureen also advises charities and non-profit organizations. Working with Canadian and international families, firms, corporations and charitable organizations, she provides advice on all aspects of private client matters.
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 Directors
Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.
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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