| 7:00 am - 8:00 am |
| Networking Breakfast |
 |
|
| 8:00 am - 10:00 am |
FundEX Investments – Keynote Speaker
Topic: “Building a Practice to Last”
Presenter: Mark Tibergien |
| 10:00 am - 10:15 am |
Networking Session
|
| 10:15 am - 11:15 am |
IA Clarington
Topic: “Dividend Investing Roundtable – It Pays to Invest in
Investments that Pay”
Presenters: Gil Lamothe, CFA, Pierre Bernard, CFA, Christine Girvan, MBA |
| 11:15 am - 12:15 pm |
The Hartford – Investments Canada
Topic: “ Talking Stocks with Bill Kanko”
Presenters: Bill Kanko, CFA
(More) |
| 12:15 pm - 1:00 pm |
| Networking Lunch |
|
|
| Breakout Sessions |
Breakout 1
"Mali 1" |
Breakout 2
"Mali 2" |
Breakout 3
"Joseph" |
Breakout 4
"Kamichat" |
| 1:00 pm - 1:45 pm |
Pro-Financial Asset
Management
Topic: "Fundemental Index Investing - A First in Canada"
Speaker: Stuart McKinnon
(More) |
Canadian Western Trust
Topic: "Grow your business with an Individual Pension Plan Bundled
Solution".
Speaker: Scott Scobie & Ian Baker
(More) |
Augen Capital
Topic: "Flow-through Partnerships & Evaluation"
Speakers: Ron Mann & Cletus Ryan |
AIC Mutual Funds
Topic "Charitable giving: an understanding and
value proposition for your practice and clients"
Speaker: Milan Legris
(More) |
| 1:45 pm - 2:30 pm |
Empire Life
Topic: "Adding True Value to your client's portfolios" Speakers:Shane
Smallwood & Stephen Szikora |
MRS
Topic: "MRS Carrying Dealer Services Update" Speaker: Scott
Sinclair
(More) |
Dundee Bank
Topic: "How to Partner with Dundee Bank and compete with the Big 5"
Speaker: Michael Leonardelli |
AIC Mutual Funds
Topic "The power of dividend income, income splitting
opportunities and a 1/2 year tax update and review"
Speaker: Milan Legris |
| 2:30 pm - 5:30 pm |
Leisure Time |
| 5:30 pm - 6:30 pm |
Cocktails – Marquis tent – at
hotel |
|
6:30 pm - 8:00 pm |
| Dinner in the Marquis tent – at hotel |
|
|
|
7:00 am - 8:00 am |
| Networking Breakfast |
|
|
|
8:00 am - 9:00 am |
Dynamic Mutual Funds
Topic: “North American Trends Challenging Today’s Investor”
Presenter: David L. Fingold |
|
9:00 am - 10:00 am |
AIM Trimark Mutual Funds
Topic: “Global Investing For the Long Haul”
Presenter: Richard Jenkins
(More) |
|
10:00 am - 10:15 am |
Networking Session |
|
10:15 am - 11:15 am |
Mackenzie Financial
Topic: Business Building Strategies using Tax and Estate
Planning"
Presenter: Carol Bezaire |
|
11:15 am - 12:15 pm |
Guardian Group of Funds
Topic: “Global Threats, Global Opportunities”
Presenter: Larry Jeddeloh
(More) |
|
12:15 pm - 1:00 pm |
| Networking Lunch |
|
|
| Breakout Sessions |
Breakout 1
"Mali 1" |
Breakout 2
"Mali 2" |
Breakout 3
"Joseph" |
Breakout 4
"Kamichat" |
| 1:00 pm - 1:45 pm |
Value Partners
Topic: "Canada's Only Advisor-Owned Fund Company - Is Ownership Right
For You?"
Speaker: Gregg Filmon
(More) |
ROI Capital
Topic: "Private Placements. How can the retail investor
participate in this growing trend?" Speaker: Fernando Cipriano (More) |
Mavrix Fund Managment
Topic: "Flow Through Investing - Canada's Little Known Tax Shelter"
Speaker: Ray Steele
(More) |
AON
Topic: "Managing the Minefield of E&O Insurance"
Speaker: Kelly MacDonald |
| 1:45 pm - 2:30 pm |
Cardinal Capital
Management
Topic: "Discretionary Management, - The Cornerstone of Building
High Value Relationships"
Speaker: Paul Lester
(More) |
Open Access
Topic:" How to access multiple high net worth prospects at one
time" Speaker:Terry Lee Rice |
Northwest Mutual Funds
Topic: "Differentiate Your Practice and Gather More Assets:
Create an Advisor Presentation Package" Speaker: Steve Kunzel, CIM |
IA Insurance
Topic: "Practical Sales Ideas For You and Your Clients"
Speaker: Steve Hub |
|
2:30 pm - 5:30 pm |
Leisure Time |
|
5:30 pm - 6:30 pm |
Cocktails |
|
6:30 pm - 8:00 pm |
Gala Dinner at hotel |
