Mission:

The Professional Advisory Group of the Baycrest Foundation aims to educate financial, legal and accounting professionals for the purpose of offering advice to their aging clients and families. 

"I have been attending the Baycrest Professional Advisory breakfast seminars for many years. The topics covered are interesting, relevant and thought-provoking. They are almost always applicable to situations I encounter in my work. The presenters are very knowledgeable and deliver the material well. The format allows me to be in the office before 10 a.m. And, I learn something new about Baycrest every time. I always look forward to the next session."  

The Professional Advisory Group Committee

Co-Chairs

Elisabeth Colson
Joshua Wise

Group Members

Brian Belmont, Talia Feder, Irving Feldman, Bryan Gilmartin, Zak Goldman, Leon Kieselstein, Marc Levstein, Israel Mida, Allan Rakowsky, Jack Rotsztain, Elisa Swern, Errol Tenenbaum, Marissa Verskin, Kim Whaley

Professional Advisory Committee

The committee environment is nurturing and challenging, rewarding and enriching.  Members enjoy the freedom to participate in an open exchange of ideas and to learn from their committee colleagues and from excellent speakers, all in the context of doing good and meaningful work.
 
The Professional Advisory Committee consists of a group of dedicated professionals and business and industry leaders who meet multiple times throughout the year to discuss future seminars focused on topics of interest. Seminars are held twice a year, one in Spring and one in Fall. Committee members are driven by a desire to give back to the community, and aim to help improve the quality of life and resources available to older adults.
 
Members work together to articulate and promote the committee's short and long-term goals. 
 
Frequent and direct access to Baycrest's extremely appreciative professional staff and leadership allows committee members to shape the content and format of Baycrest's professional outreach seminars.  These sessions are informative.  They keep the professional community current and vibrant and place committee members front-and-centre.  They are also excellent networking opportunities. 

New Advisors Welcomed!

If you are a lawyer, accountant or financial advisor seeking further information for your clients who wish to make a gift to Baycrest, or if you would like further information on the Professional Advisory seminars, please contact Becki Willoughby, Planned Giving Director, at 416-785-2500 ext. 3895 or bwilloughby@baycrest.org



Professional Advisory Virtual Seminar: Year-End Tax Tips - 2022 Edition
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Professional Advisory Virtual Seminar: Where in the World are We? Economic Perspective.
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Professional Advisory Virtual Seminar: Planning to Reduce Probate and Income Tax
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