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The London 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

Location:
Highland Country Club
London Ontario

Conference Date:
Thursday, October 12, 2017

Presented by:
Mindpath Financial Conferences and

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Exclusive Platinum Conference Sponsor

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

Early Bird Special
Register by September 15 & 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 to launch the online registration page.

Speakers Include:

Conference Chair

Ryan Fraser
CFP, CIM

Lina Bowden
Social Enterprise Advocate

Keith Thomson
Managing Director

Tony Lee
Director of Leadership Philanthropy

Colleen Dejager TEP
Senior Consultant

…. more speaker announcements coming soon !

Delegate Testimonials

“Thank you very much for a great conference. The topic was timely and all of the speakers were excellent.” Gary Woodward, Assante Capital Management Ltd.

“I was thoroughly impressed with last week’s advisor philanthropy conference. The program contained actionable ideas on how to help my clients integrate philanthropy into their financial plans. Mindpath & CAGP put together a talented group of experts that made the day a valuable use of my time. Thank you.” David Hogg, CFA, FSCI, Vice President & Associate Portfolio Manager, BMO Nesbitt Burns

“Great conference !” Robert Lockie, Spence & Associates Private Wealth Management

“My thanks to you for a fantastic DWDG conference – congratulations ! Speaking on behalf of SickKids Foundation and CAGP, we were delighted to be a part of the day.” Malcom Berry, Vice President, Major Gifts, SickKids Foundation and Chair, National Board of Directors, Canadian Association of Gift Planners (CAGP)

To become a speaker at one of Mindpath’s conferences or to utilize one of our events as a new business development vehicle through sponsorship, please contact Dan Jerred, CEO 416-929-6463 ext. 222 or toll free 1-877-929-6463. To send Dan an email, click here.

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

Pat Dunwoody, Executive Director, Canadian ETF Association
speaks at the 2nd Annual ETF Conference on May 6, 2015
at the Mississauga Convention Centre