Upcoming Conferences & Events

The 10th Annual Doing Well by Doing Good Advisor Philanthropy Conference

Growing Your Financial and Professional Advisory Practice Through Philanthropy

Burlington Convention Centre

May, 2018 (date to be announced)

Delegate Testimonials

“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

“This was a fabulous conference. Very informative, good speakers, tangible stuff to leave with. It was refreshing. All too often I do not leave a training session / conference as pleased as I did with this one.” Sandra Stewart, Stewart Financial Services

“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.

The 5th Annual ETF Conference

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

Burlington Convention Centre

November, 2018

Delegate Testimonials

 “One of the best conferences from a learning point of view I have attended. You could see the focus here was on education and presenting different points of view.” Chris Edwards, Assante
Capital Management

“Highly educational. I would recommend this conference to my peers.” Lisa Martens, Desjardins Financial Security

“Excellent conference with great speakers. Excellent planning … the whole day was just great. Thank you very much. I learned a lot.” Lisa Chew, BMO Bank of Montreal

“I got a lot out of the conference. The content, speakers, exhibitors, venue, lunch and the colleagues I met were all top notch. I know how much effort goes into setting
these events up and I’m just getting into the ETF space now so I learned a great deal for a one day conference.” Edward Yun, Vice President, Investment Advisor,
Financial Planner RBC Wealth Management | RBC Dominion Securities Inc.

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.