The 6th Annual
ETF Conference
November 6 & 7, 2019
The 5th Annual
ETF Conference
Burlington Convention Centre
Thursday, November 15, 2018
The 10th Annual Doing Well by Doing Good Conference
Burlington Convention Centre
Wednesday, June 21, 2017
The 4th Annual
ETF Conference
Burlington Convention Centre
Wednesday, November 29, 2017
The 9th Annual Doing Well by Doing Good Conference
Burlington Convention Centre
Wednesday, June 21, 2017
The ETF Conference
(3rd Annual)
Mississauga Convention Centre
Wednesday, May 5, 2016
8th Annual Doing Well by
Doing Good Conference
Mississauga Convention Centre
Thursday, November 12, 2015
The ETF Conference
(2nd Annual)
Mississauga Convention Centre
Wednesday, May 6, 2015
7th Annual Doing Well by
Doing Good Conference
Toronto Board of Trade Downtown
Thursday, November 20, 2014
The Hamilton Doing Well by
Doing Good Conference
Royal Botanical Gardens
Thursday, May 29, 2014
The ETF Conference
Mississauga Convention Centre
Thursday, May 8, 2014
6th Annual Doing Well by Doing
Good Advisor Philanthropy Conference
The Donalda Club
Thursday, June 13, 2013
The London Doing Well by Doing
Good Advisor Philanthropy Conference
FireRock Golf Club
Wednesday, May 22, 2013
The Ottawa Doing Well by Doing
Good Advisor Philanthropy Conference
Cedar Hill Golf & Country Club
Monday, April 15, 2013
5th Annual Doing Well by Doing
Good Advisor Philanthropy Conference
Mississauga Convention Centre
Thursday, June 14, 2012
The Vancouver Doing Well by
Doing Good Advisor Philanthropy Conference
University Golf Club
Monday, April 23, 2012
4th Annual Doing Well by Doing
Conference: Growing Your
Financial Advisory Practice Through Philanthropy
Mississauga Convention Centre
Thursday, October 27, 2011
Undiscovered Investment Funds
and Emerging Managers Conference
Novotel Toronto North York Hotel
Thursday, September 22, 2011
The Future of Independent Financial Advisory Practices:
Preparing for the Challenges &
Changes Which Are Fast Approaching
Mississauga Convention Centre
Thursday, June 16, 2011
3rd Annual Doing Well by Doing
Good Conference: Growing Your
Financial Advisory Practice Through Philanthropy
Novotel Toronto North York Hotel
Monday, November 29, 2010
The ETF Conference: Growing Your
Book with Leading Edge ETF
Information, Research and Products
Novotel Toronto North York Hotel
Tuesday, October 5, 2010
The Buying & Selling of Financial
Advisory Practices, 4th Edition:
The New Landscape
Novotel Toronto North York Hotel
Tuesday, May 4, 2010
4th Annual Alternative Investments
for Institutional Investors Conference
One King West Hotel ~ Austin Gallery
Monday, February 22, 2010
4th Annual Top Advisors
Investment Strategies Symposium
Turning the Current Retirement
Income Crisis into Opportunity
University Golf Club
Vancouver, British Columbia
Tuesday, November 24, 2009
From Surviving to Thriving:
Strategies & Products for the
Risk Averse, Yield Hungry Investor
University Golf Club
Vancouver, British Columbia
Monday, May 11, 2009
3rd Annual Alternative Investments for Institutional
Investors Conference
Novotel Toronto Centre Hotel
Monday, February 9, 2009
Doing Well By Doing Good
Conference: Growing Your Practice
Through Philanthropy
Harbour Conference Centre
Oakville (Bronte), Ontario
Thursday, November 13, 2008
3rd Annual Top Advisors
Investment Strategies Symposium
– The Coming Retirement Income Time-Bomb
Toscana Conference Centre
Vaughan, Ontario
Monday, October 20, 2008
The Buying & Selling of
Financial Advisory Practices ~ Levels I & II
Copper Creek Golf Club,
Kleinburg, Ontario
Mon., April 28 & Tues., April 29, 2008
2nd Annual Alternative
Investments and Absolute Return
Strategies for Institutional Investors
Novotel Toronto Centre Hotel
Tuesday, March 4, 2008
Second Annual Top Advisors
Investment Strategies Symposium
The Coming Retirement Income Crisis
Toronto Marriott Downtown
Eaton Centre Hotel
Monday, November 5, 2007
The Buying & Selling of
Financial Advisory Practices
MacEwan Conference & Event Centre
University of Calgary Campus
Thursday, October 11, 2007
The Buying & Selling of
Financial Advisory Practices
Copper Creek Golf Club
11191 Highway #27, Kleinburg, Ontario
Monday, May 14, 2007
Alternative Investments &
Absolute Return Strategies for Institutional Investors Forum
The Suites at One King West,
Austin Gallery
1 King Street West, Toronto, Ontario
Thursday, February 8, 2007
Top Advisors Investment
Strategies Symposium
Best Strategies for the New Yield
Hungry, Risk Averse Investor
The Dominion Club,
1 King Street West
Toronto, Ontario, Canada
October 26, 2006
Innovative Strategies & Products
for Top Advisors
Conference & Golf Tournament
The Inn at Manitou & the Ridge at Manitou Golf Club
Parry Sound, Ontario, Canada
September 20 & 21, 2006