Venue
Virtual

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Sun Oct 17 EDT - Tue Oct 19 EDT (about 3 years ago)
Location Virtual
Region All
Details

Join us for critical content focused on today’s essential financial topics, and some of the best networking opportunities out there!

Be on the Cutting Edge With:
• Updates, strategies and governmental regulations that affect your clients
• Year-end tax tips, implementation techniques and suggestions
• The latest information on the Growth Insights for the next decade
• The latest techniques for effective personal, corporate, and trust taxation,as well as retirement and estate planning, asset protection and more
• How to network with other professionals to expose your client base to a true Real Wealth Management approach

Speakers

2021 Speakers

Dr. Paul Bates
M.T.S., DPT, FCPA, FCMA, CMC, McMaster University

Frank Ryan
B.Sc. (Hons), MBA, P.Geo.(non-practicing), CEBS®, ISCEBS Fellow

Evelyn Jacks
President, Knowledge Bureau

Dr. Jack Mintz
President’s Fellow, School of Public Policy, University of Calgary

Christine Van Cauwenberghe
VP Tax and Estate Planning, Investors Group

Dr. Dean Smith
President, Cadesky Tax

Duane Green
President & CEO, Franklin Templeton

Darrell Keezer
President, Candy Box Marketing

Tony Mahabir
Chairman & CEO, CANFIN Financial Group

Sarah La Gamba
Senior Advisor, SPM Financial

Joe Glionna
CEO, Newcom Media

Som Sief
CEO, Purpose Investments

Kiran Thakkar
Ast. VP & Sr Business Compliance Officer, Canada Life

Dr. Brian Shaw
Ph.D., C.Psych

Kim Moody
CEO, Moody’s Tax Law

Jordy Chilcott
CFP Executive VP, Wealth Strategies, Wellington Altus

Sponsors & Partners

2021 Sponsors

PLATINUM:
• Canfin Financial Group

GOLD:
• Franklin Templeton
• Johnston Group
• Manulife Bank

SILVER:
• Cadesky Tax
• Doyenne
• Home Trust
• The Institute
• Moodys

BRONZE:
• Fraser & Partners

MEDIA:
• IE Investment Executive
• Advisors Edge