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.