The 9th Annual Doing Well by Doing Good Advisor Philanthropy Conference

Growing Your Financial & Professional Advisory Practice Through Philanthropy

A Unique, One-Day Educational Conference for Senior Financial Advisors, Accountants and Estate Lawyers

Burlington Convention Centre

Conference Date:
Wednesday, June 21, 2017

Presented by:
Mindpath Financial Conferences and
The Canadian Association of Gift Planners ~ CAGP GTA Chapter


Exclusive Platinum Conference Sponsor

CE Credits
Advisors will earn 6 CFP CE Credits as awarded by the Financial Planning Standards Council.

Early Bird Special
Register by June 1 & Save !

View the Conference PDF Brochure

To view the Conference PDF Brochure with full program agenda, click here.

To Register as a Delegate

To register to attend the conference click here

Speakers Include:

Conference Chair

Keith Thomson
Managing Director

Michael Alberg-Seberich
Mercator Fellow
CKX Philanthropy in Canada

Laura Mullin
Development Officer, Planned Giving

Ron Foxcroft

Carol Bezaire
Sr. Vice President,
Tax, Estate & Strategic Philanthropy

Lorna Somers
Director of Development, University Advancement

Marlena McCarthy
Principal and Co-Founder
Bequest Insurance

Jack Bergmans
Principal and Co-Founder
Bequest Insurance

Advisor Discussion Panel

Panel Moderator

Aneil Gokhale
Director, Philanthropy

Mark Chabot
Vice President & Wealth Advisor

Elke Rubach
Founder & Principal

David O’Leary
Kind Wealth

Welcome to Mindpath!

A Leading Educational Conference Company for the Financial Services Industry

Mindpath is an educational conference company for the Financial Services sector and run by financial industry professionals. The principals of Mindpath bring over fifty years experience in financial services to the company at the advisory level, in institutional investments and in financial industry professional development and education. Our goal is to facilitate the learning process in thought-provoking ways by utilizing ‘outside-the-box’ thinking and ‘non-traditional’ information delivery methods.

Mindpath conferences deliver timely, relevant and practical information to senior managers in both the financial services industry (including financial advisors, planners & investment advisors) and the institutional investment community (including plan sponsors, pension fund managers, insurance industry investment managers and pension fund consultants).

Through its conferences and forums, Mindpath strives to educate at multiple levels of learning and understanding. Mindpath’s overriding objective is to assist its attendees to carry out their job-functions more effectively by delivering the latest industry information and developments in stimulating, informative and unique ways.

Learn more about what we do

Discussion Panel at 6th Annual Doing Well by
Doing Good Advisor Conference, June 13, 2013