Professional Advisory Group

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.

Professional Advisory Committee

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.

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.

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.

"I have found the Baycrest's PA Seminar to be one of those rare events where timely and important topics are covered at a medium/advanced level. We dive right in and I come out with new ideas and understanding. In addition, the breakfast is great, and the location and parking are very convenient."
Meir J. Rotenberg, MBA, CFA
Senior Investment Advisor | TD Wealth Private Investment Advice
"I am a sole practicing lawyer who has consistently attended the Baycrest PA Seminars. I have done so because I have found that the choice of speakers has always been excellent. The speakers are knowledgeable specialists in their field. The material has always been informative and of great value to me in my practice. The breakfast seminar format allows the material to be presented in a casual and conversational manner which allows for better understanding. I highly recommend the Seminars."
Victor Wall, Barrister Solicitor
Wall Professional Corporation

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The Professional Advisory Group Committee

Co-Chairs
Elisabeth Colson
Joshua Wise

Group Members
Brian Belmont
Melissa Elmaleh
Talia Feder
Irving Feldman
Bryan Gilmartin
Zak Goldman
Emily Hubling
Leon Kieselstein
Marc Levstein
Israel Mida
Elise Pulver
Allan Rakowsky
Jack Rotsztain
Errol Tenenbaum
Marissa Verskinortunities

New Advisors Welcomed!

Financial advisors, lawyers, accountants and wealth managers; join the Baycrest Professional Advisory group today for the opportunity to network, learn current issues and earn professional educational credits. To join or for more information please contact Becki Willoughby, Planned Giving Director, at 416-785-2500 ext. 3895 or [email protected]