Home      About Us      Contact Us      Job Opportunities      



About Us

The principals of Mindpath bring a depth of expertise to the educational conference field as well as many years experience in the financial services sector.

Dan Jerred, has more than thirty years business experience. He has worked in senior capacities with two of the leading financial conference companies in Canada and since mid-2006 has served as Mindpath’s CEO.

He is a past director of the Canadian Childrens Foundation (now Kids Help Foundation) and was closely involved in the development and launch of Kids Help Phone, the national 1-800 helpline for children in distress.

Daniel Tutton, President, is a nineteen year veteran of the financial services industry. Previously, Dan served as Senior Vice President of one of Canada’s leading financial services companies. Dan is actively involved with Careforce International, an organization devoted to helping children in need around the world.

Don Bridgman, is a principal of Mindpath and brings over 28 years of experience in the financial services industry to the company. He has been an advisor, a senior marketing and sales executive, an industry consultant, a public speaker, a conference manager and workshop facilitator, as well as a trainer and performance coach with unique expertise in personal strategic planning. He currently co-owns and manages one of the largest branches of a leading Canadian wealth management firm. He also sits on a wide range of community, charity and philanthropic boards and devotes a considerable amount of time helping these groups with their fund-raising activities.

In addition, Don serves as Vice Chair of the McMaster Pension Trust Committee which oversees the University's pension investments.

Lois DuVal is Mindpath’s conference manager. Lois has a strong background in the management and logistical organization of financial industry conferences and events. Lois’s attention to detail and client service is second to none.




Copyright © 2006 - 2010 Mindpath corp. All Rights Reserved
www.Mindpath.ca


Conference DVD

DVD of the Buying & Selling of Financial Advisory Practices Levels I & II



Copper Creek Golf Club, Kleinburg, Ontario
Monday, April 28 & Tuesday, April 29, 2008


To view a video sample of many of the speakers from the Buying & Selling Conference, click on the "Play" button below.



George Hartman, The Covenant Group: 'The Soft Side of Succession'

Ellen Bessner, Gowlings: 'Advisor At Risk: A Roadmap To Protecting Your Business'

Jamie Golombek*, AIM Trimark: 'Tax Implications of Buying or Selling a Book'

Bob Dorrell, Assante Wealth Management: 'Financing Options'

Lawrence Chambers, Chambers Planning Services: 'Business Succession' (A first person account from the seller’s perspective)

Kenneth Dekker, Affleck Greene McMurtry: 'Whose Book of Business Is It Anyway? (The legal aspects of book ownership)

Howard E. Johnson, Veracap Corporate Finance: 'Financial Advisory Practice Evaluation'

Peter Wouters, Empire Life: 'Practice Management & Succession Planning'

Rob McClelland, Assante Wealth Management: 'Super-Size Your Business' (How to grow your practice through acquisition from a leading practitioner)

Couldn't attend this Mindpath conference? Not to worry. Now you can order a DVD featuring content from the conference. Click here to order