Upcoming Conferences & Events

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

Location:
Burlington Convention Centre

Date:
Wednesday, June 21, 2017

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

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Exclusive Platinum Conference Sponsor

CE Credits
Up to 6 CE Credits Available

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

Conference Overview

This Mindpath conference will give advisors a framework of knowledge to build their practices and expand their client base by utilizing charitable giving as a financial, estate and tax planning tool.

The program features leading industry speakers who will share their insight and expertise in the field of philanthropic giving, estate & tax issues, business succession and more. The program will cover tools, strategies and products designed to help advisors expand their books, accountants to provide tax advice and estate lawyers to network with industry professionals in a growing field as aging boomers increasingly think about the legacy they wish to leave behind.

Delegate Testimonials from Delegates to This Conference

“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)


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

Date:
Thursday, October 12, 2017

Conference Chair

Ryan Fraser
CFP, CIM

Presented by:
Mindpath Financial Conferences and The Canadian Association of Gift Planners

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Exclusive Platinum Conference Sponsor

CE Credits
Up to 6 CE Credits Available


The 4th Annual ETF Conference

Canada’s Premier Educational Forum for Advisors on Exchange Traded Funds

A Unique, One-Day Educational Conference for IIROC Advisors and MFDA Advisors Looking to Utilize ETFs in Their Client Portfolio

Location: Greater Toronto Area (venue TBA)

Date:
Wednesday, November 29, 2017

Presented by:
Mindpath Financial Conferences

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CE Credits
Up to 6 CE Credits Available

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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 416-929-6463 ext. 222 or toll free 1-877-929-6463. To send Dan an email, click here.