Dates: May 7 - 9, 2023
Location: Montréal, Québec
The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from across Canada. This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the next cohort of practitioners that have between 7 – 14 years of experience in this field.
Using candid, seminar-style discussion at this annual meeting, the group examines trends and developments in every jurisdiction and engages in meaningful dialogue on the most pressing issues facing their clients today.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Gemma joined the Smith Neufeld Jodoin partnership on January 1, 2018. Gemma worked with the firm as a legal assistant from 1997 until she commenced her legal studies in 2005. She spent the summers of 2006 and 2007 as a summer student with the firm and articled with the firm in 2008-2009. Gemma received her call to the bar in May, 2009, and was an associate with the firm until joining the partnership.
Gemma graduated from the University of Manitoba with her Bachelor of Laws in 2008. While attending Law School, Gemma received the class prizes for highest standing in Civil Procedure, Trademarks & Patents, and Municipal Law.
AREAS OF PRACTICE
Gemma practices mainly in the areas of corporate and commercial transactions, including incorporations, mergers and acquisitions, with a special focus on corporate restructuring and owner-manager taxation issues, estate planning and trusts. Gemma also practices in the areas of real estate law, and wills and estate law.
Gemma offers creative solutions for her clients, whether it be in family business or farm transitions, owner-managed businesses, new entrepreneurs, first time home owners, or in wills and estate planning matters. Gemma enjoys working closely with clients and their professional advisors throughout various planning processes to ensure her clients are taken care of and that they understand their legal journey.
Member of the Manitoba Bar Association
Member of the Canadian Bar Association
Member at Large of Real Property Subsection, Immigration Subsection and Taxation Subsection of the Manitoba Bar Association
Council for the Southeast Events Center (multiplex)
2020 Steering Committee – Cambridge Forums Estates & Trust Practitioners 3rd Generation Forum
Gemma was a board member with the Steinbach Chamber of Commerce, chairing the Business Development Committee for 6 years until November, 2017. She currently is an ad-hoc member of the Business Development Committee.
Gemma was the co-chair of Revenue Generation with the host society of the 2016 Manitoba Summer games held in Steinbach.
Gemma resides in Steinbach with her husband and 2 children. Outside of the office Gemma can be found supporting her children in their sporting activities and in her down time, enjoys gardening and time at the lake with family and friends.
Anjali Navkar is a tax planner and lawyer at PwC LLP in Toronto. She specializes in taxation, working exclusively in the area of tax planning for individuals and Canadian private companies. In her practice, Anjali regularly advises clients on estate and post-mortem planning, strategic use of trusts, and distribution planning for corporations and trusts. Anjali graduated from the University of Toronto Faculty of Law where she was awarded the prize in tax policy.
She can be reached at: [email protected]
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 emerging leaders in tax, estate planning and litigation across Canada.
"I particularly enjoyed the format of the Forum - a pleasant departure from the usual "talking head" format of conferences. The opportunity to engage in meaningful discussion with colleagues across the country made for an enjoyable few days. I am full of ideas and information to bring back and implement within my own practice."Amanda S.A. Doucette Partner Stevenson Hood Thorton Beaubier LLP Saskatoon, SK
"Thought provoking, enriching, discussions amongst colleagues across provinces and jurisdictions, in a friendly open-minded environment. The connections made the discussions and takeaways so great. The format of discussions, instead of presentations, is unique, and I found it to be extremely effective. There was real participation by all participants. I also really liked the small group. Everyone had an opportunity to talk and get to know each other."Yasmin M. Vinograd Managing Partner Merovitz Potechin LLP Ottawa, ON
"This has been a fantastic experience. An immeasurable learning opportunity to learn from colleagues across the country."Raphael Tachie Partner Gowling WLG Toronto, ON