Testimonials – Conference Attendees

Delegate Feedback from past Doing Well by Doing Good Conferences ~ Growing Your Financial and Professional Advisory Practice Through Philanthropy:

“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

“I wanted to congratulate you on one of the best conferences I have ever been to.” Pat Dunwoody, Board Chair, Community Living Dufferin

“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)

“This conference was easily one of the best that I have attended. I would definitely attend any future conferences that you hold (on this topic) and would recommend them to my colleagues. Truly a good job !!” Diana Westwood, Investors Group

“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

Delegate Feedback from past Buying & Selling of Financial Advisory Practices Conferences:

“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

“Excellent. 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

“Very good and I enjoyed the unique format of the conference. Have given positive feedback to colleagues who could not attend.” Susan Yao, CIBC Imperial Service

“Quality speakers who were willing to answer all questions with their insight in a candid and honest way.” David West, Berkshire Securities

Delegate Feedback from past Top Advisors Investment Strategies Symposiums:

“I found the whole day to be very informative and timely. In the brief time since the Symposium I have used the information in a seminar that I had scheduled and to help close 2 deals involving retirement planning. The data provided that day is really resonating with the clients I have talked to since.” John Barrett, CFP, Prosperity One

“You have nailed the kind of day, in terms of quality when I look for CE credits.” Don Macfarlane, CFP, Assante Financial Management

The ETF Conference from the Canadian ETF Association and Mindpath:

“Very informative day. Well organized.” Yvonne Weatherell, Raymond James

“Thank you for a wonderful conference. The speakers were tops in the field and covered their topics well. Some of the ETF topics reinforced our understanding while others covered things we had not considered.” Jay Cox, Senior Associate Investment Advisor, RBC Dominion Securities Inc.

“I thought the ETF conference was great. It provided me with a solid introduction to the topic which has allowed me to understand what they are about. I would be interested in seeing more specifics on ETF portfolio construction; beta and alpha.” Dan Bick, Investment Associate, IPC Securities ~ Bick Advisors

“Just a quick note to offer my congratulations for a great event yesterday. It was a strong combination of diverse content, informed and polished presenters and a relaxed, informal atmosphere.” Randall O’Leary, Channel Director, S&P Dow Jones Indices

“All in all, a good format, good location and some new information for me. Having the (speaker presentations) PDFs prior to the conference is a good idea as I could determine my interest and my questions beforehand.” David Hall, Portfolio Manager, Burgeonvest Bick Securities Limited