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 |
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
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
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