Our fifth annual Symposium was well received by all. (See participant comments at the bottom of this page.)
The theme, Practice Management, engaged and inspired delegates. Congratulations to Symposium Chair Tony Layton for lining up such an impressive cadre of presenters! Roundtable discussions followed, giving participants the opportunity to discuss, with other advanced planners in similar practice, how the presenters’ ideas could be applied to their own practice.
If you are an IAFP Member who missed the Symposium but would like to purchase the CD or download the presentations for $150 (plus GST), contact us first at 1-888-298-3292, then if downloading, visit the Event Registration & Documents page. (Symposium delegates can download documents that have been added or updated since the Symposium from the same page.)
The Montreal Symposium also received strong support from sponsors. We were pleased to have Phillips, Hager & North, Standard Life Investments, Investment Executive, CCH Canadian Limited, FundEx Investments Inc., PWL Capital and Advisor’s Edge, all return this year. Thanks also to our new sponsors Connor, Clark and Lunn Private Capital Inc. and Assante Wealth Management (Canada) Ltd.
In keeping with a “going green” theme, each Delegate received an IAFP Padfolio and CD of the presentations rather than the bulky binders of years past. Delegates responded very positively to this change, and we plan to continue along these lines.
The Gala dinner was a highlight for both delegates and guests. Auberge St. Gabriel (one of the oldest restaurants in Canada) was a wonderful setting in the heart of “Old Montreal” and the evening was filled with magic.
This all sets the stage for Symposium 2008 on September 25th to 27th in Regina, Saskatchewan. Mark it in your calendar now, and be sure to join us then for an investigation into the intricacies and challenges of inter-generational transfers!
Last updated: 21 Jul 2019 11:24 PM
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