
Upcoming Conferences & Events
- The 5th Annual Doing Well by Doing Good Conference ~ Growing Your Financial Advisory Practice Through Philanthropy
Date: Thursday - June 14, 2012
Venue: Mississauga Convention Centre
To Register Online as a delegate for the conference, click here.
To View the Conference Brochure with full program agenda, click here or on the thumbnail image below.

Platinum Conference Partner

Gold Conference Partner

Conference Partners
 Canadian Association of Gift Planners

The Doing Well by Doing Good Conference is a one day educational event for senior financial advisors, planners, investment advisors and brokers as well as charitable organizations.
It includes such topics such as:
- how advisors can effectively utilize philanthropic advice giving as a win-win scenario for clients, charitable organizations and their books of business
- an overview of donor advised funds
- Donor Advised Funds: where and how they fit into a philanthropic investment portfolio
- tax advantaged giving
- using insurance to fund philanthropy
- how to maximize your clients philanthropic gifts through strategic giving
Conference Chair
Diane MacDonald
Executive Director Canadian Association of Gift Planners
Speakers include:
Patrick Johnston
Principal

Jessica John
Development Officer, Planned Giving

Steven McLeod
National Estate and Tax Planning Consultant

Brad Offman
Vice President, Strategic Philanthropy

Ryan Fraser
Director of Business Development

Colleen DeJaeger
Director, Planned & Memorial Giving

Sheila Norman
Portfolio Manager

Susan Latremoille
Investment Advisor

- The Managed ETF Conference
Date: Thursday, September 27, 2012
Location: Greater Toronto Area
Venue: To be announced
Overview
A one day conference for senior Financial Advisors, Planners, Brokers and Investment Advisors on the topic of how ETF’s are being used in Managed Portfolios and being creatively combined with Active Strategies. Advisors will learn of various ways of how they can get the benefits of the low cost of ETF’s and pure Beta exposure to various market segments but still have professionals manage the portfolios for them.
Up to 6 CE Credits available.
- The Second Annual Undiscovered Investment Funds and Emerging Managers Conference
Date: Tuesday, October 30, 2012
Location: Greater Toronto Area
Venue: To be announced
Overview
Advisors will hear from a selection of hidden gem funds and Portfolio Managers who have been consistently out-performing the market.
Up to 6 CE Credits available.
- Top Advisors Retirement Income Summit
Date: Thursday, November 30, 2012
Location: Greater Toronto Area
Venue: To be announced
Overview
Looming retirement income crisis or not, millions of Canadian baby-boomers are nearing retirement age. They are looking
for retirement income solutions and products from professional advisors.
According to a 2011 TNS Survey reported on in Investment Executive, nearly nine out of ten Canadians turn to professional advisors at least
occasionally ranking Canadians third in the world among the 24 countries polled among those most likely to consult
an advisor.
Up to 6 CE Credits available.
To become a speaker at one of Mind path’s conferences or to utilize one of our events as a new business development vehicle through sponsorship, please contact Dan Jerred (416) 929-6463 or toll free 1-877-929-6463. To send Dan an eMail, click here.
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www.Mindpath.ca
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Upcoming Conference
The 5th Annual Doing Well by Doing Good Conference
Growing Your Financial Advisory Practice Through Philanthropy

Thursday - June 14, 2012 Mississauga Convention Centre Mississauga, Ontario
Up to 6 CE Credits Available!
View the Conference PDF Brochure
To View the Conference Brochure with full program agenda, click here.
Register Online
To register online as a delegate to the conference, click here
This one day conference will appeal to senior financial advisors who recognize the massive wave of generational wealth transfer currently taking place and the desire of many Canadians to leave a legacy, not just a will.
Hear from leading philanthropic and charitable industry experts and consultants as well as from advisors who have successfully integrated philanthropy into their practices...
and more!
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