Past Conferences – PDF Brochures

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)

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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