Photograph courtesy of Tourism Niagara Falls.
Are you a CFP? Do you still need the new FPSC Professional Responsibility credit for 2015? Rod Burylo will be presenting a session on Ethics at this year’s IAFP Symposium in Niagara Falls. This session has been approved by FPSC for the new Professional Responsibility credit that all CFPs need.
The IAFP Symposium has consistently provided a rare opportunity to meet truly advanced financial planners, and to study technical subjects related to financial planning at an advanced level. In 2010, for the first time, the Symposium was opened to non-members. We continue to invite non-members to join us in 2015.
September 30th to October 3rd, 2015 at the Hilton Niagara Falls.
Hotel Booking - Room must be booked before September 10th to receive the room block discount: To ensure you receive our discounted room rate, we encourage you to book your accommodation in Niagara Falls early. You can reserve your room on-line at Online Booking
Getting There
Westjet Receive a 10% discount when booking with Westjet using our
Promo Code YYZ01 and Coupon Code OSRDSQ5 Visit Westjet
This discount is applied to the travel period which begins September 21 and ends October 7, 2015.
Niagara Airbus Service from Toronto Airport or Buffalo Airport. You can book your transportation at Niagara Airbus. Quote our conference Promo Code 259 to receive a delegate discount. Niagara Airbus have set up the following pricing for us $96 + HST round trip shuttle or $68 one way rate per person for Toronto Pearson and $110 round trip for Buffalo Airport or $75 one way.
VIA Rail You can book your rail transportation at Via Rail from Toronto, Union Station to Niagara Falls round trip $36.30 per person.
Parking at the Hilton Niagara Fallsview Hotel
Rooftop (uncovered) self parking is offered complimentary with unlimited in and out privileges
Covered Garage self parking is offered at $10 per day with unlimited in and out privileges
Valet Parking is offered at $20 per day with unlimited in and out privileges
This year’s Symposium theme is The Trusted Advisor.
An optional event that is hosted by our Sponsors and taking place immediately prior to the Symposium. These sessions tend to be more interactive and a great way to gain additional CE credits. Feedback from last year: This was a great day with dynamic speakers. A great return on the investment of time. Most worthwhile. Look forward to attending this event next year.
We are excited to present our Advanced Education Day, taking place immediately prior to the Symposium on Wednesday, September 30th. Participants will have the opportunity to spend valuable time with various sponsors, benefiting directly from their educational expertise within a more interactive environment. Attend this optional full-day event for $100 (plus HST).
A meet and greet reception with delegates and Sponsors at the Spyce Lounge, Hilton Hotel. Conference registration opens as well.
A fantastic line up of Speakers, featuring Linda Nazareth, Jessica Lyle, Lori Duffy, Garth Turner and top students from Dalhousie’s Rowe School of Business. Download the Agenda for details
Enjoy an evening out with other delegates at one of the best local restaurants.
Please sign up with Deborah at symposium@iafp.ca for reservations.
Angelo’s Trattoia Italian Cusine- enjoy your meal in an authentic Italian atmosphere where they provide an exceptional dining experience that will satisfy all guests’ versatile tastes.
Braza Brazillian Steakhouse - A truly authentic Brazilian dining experience! Nestled inside the Hilton Hotel and Suites, Brasa showcases the flavours and cultural flair of Brazil. Following a centuries-old tradition of cooking on an open fire, diners can experience endless cuts of succulent beef, pork, lamb, and chicken carved tableside in the style of authentic Brazilian gauchos
Watermark Restaurant- The Watermark elevates guests’ dining experiences to new heights with gracious service, inventive cuisine, an extensive wine selection, and stylish design that is only surpassed by the stunning, floor-to-ceiling, panoramic views of both the American and Horseshoe Falls.
http://www.watermarkrestaurant.com
Our Gala will be held on the evening of Friday, October 2nd in the Great Falls Ballroom at the Hilton. Dinner and Dance. Live music by: Sandy Vine and the Midnights. Tickets for this optional evening event are $125 (plus HST).
6:30 pm Cocktain Reception
7:30 pm Dinner
8:30 pm Dessert Speaker followed by live music and dance
The IAFP will award 12 CE credits for Symposium 2015 and 4 CE credits for Advanced Education Day. The IAFP applies for accreditation through IIROC, Advocis and FPSC and anticipate similar accreditation.
Enjoy a lunch buffet $27.50 at the Skylon Tower Summit Suite Dining on Wednesday, September 30th.
REVOLVING RESTAURANT 775 FEET ABOVE THE MIGHTY NIAGARA FALLS (you will be responsible for paying your own tab at the restaurant)
Contact our Symposium Event Coordinator, Deborah at symposium@iafp.ca to reserve your seat.
Sign up for a Full Day Wine tour $124.95 plus tax - Thursday, October 1st with pickup at the Hotel at approximately 9:00 am and return at 4:00 pm. Visit 3 - 4 Award Winning Wineries for inspirational and educational wine tastings. Also enjoy a tour of the full wine making facility and barrel cellar. Includes a gourmet 3 course a la carte lunch.
sign up under National Events on the right side of this web page 
Sign up for Niagara’s All-Inclusive Niagara Falls Experience Tour, Friday, October 2nd
ADULTS $130.00 CHILDREN $70.00 plus tax Pick up at 10:00 am, this tour is approximately 5 hours.
Niagara’s ONLY All-Inclusive Niagara Falls Experience Tour! Let us show you the sights and sounds of Niagara Falls with a Fully Narrated tour by Professional Tour Guides.
Tour inclusive of:
convenient pick up/drop off from/to the main entrance of the Hilton Hotel, an elevator ride 775 feet to the top of the Skylon Tower observation deck and receive FREE return passes to the Skylon Tower, to utilize at your own convenience. Voyage to the interior of the Falls on the new Hornblower Niagara Cruises Boat Tour
Journey behind the Falls; Take an elevator ride down to the scenic tunnels at the base of the falls & view the waterfall from behind view the wonder of the Whirlpool rapids and vantage point from the whirlpool viewing deck. A must see!
Niagara Fury; A unique amusement ride experience featuring the creation of “Niagara Falls” in 4D
You will also view or visit the following Attractions; Whirlpool Aero Car, Niagara Glen, Bridal Veil Falls, American Falls, Floral Showhouse, Floral Clock, Niagara Escarpment, Old Scow, Totem Pole Park, Botanical Gardens, Water Intakes, Niagara Parkway, Hydro-electric Power Plants, Toronto Power House, Goat Island, Whirlpool Golf Course, International Water Control Gates, Dufferin Islands, School of Horticulture and Sir Harry Oakes Garden Theatre
sign up under National Events on the right side of this web page 
Saturday, October 3rd 1:00 - 5:00 pm
Includes Water and a Light Snack, Bike, guide and Wine Tasting.
Cyclists would take a beautiful ride along the Niagara River Parkway with a stop at botanical gardens. Then over to Ravine Vineyard, a local winery that is a family-run biodynamic and certified organic winery located on the St. Davids Bench, Niagara-on-the-lake. Ravine Vineyard encompasses a historic streetscape of restored and recreated buildings highlighting a significant architectural period.
In addition to the winery stop, there is also the historic Queenston Heights Park along this route for those who do not want to do the wine tasting, but want to see other attractions in the area.
Tandem Bikes are Available at your request, please request and book the Tandem bikes with Deborah at symposium@iafp.ca, we currently have a total of 5 Tandem bikes on hold for this event
In the case of rain, there is an alternate plan, registered guests will have bus transportation and visit two locations with a third stop for lunch.
sign up under National Events on the right side of this web page
Registration fee for Members to attend Symposium is $945 (plus HST) with an Early Bird rate of $695 (plus HST) prior to June 26th, 2015
Registration fee for Non-Members to attend Symposium is $1,090 (plus HST) with an Early Bird rate of $890 (plus HST) prior to June 26th. (Non-Member registrations are subject to approval.)
Advanced Education Day Wednesday, September 30th, $100 (plus HST).
Gala Friday, October 2nd, $125 (plus HST).
Non-Member registration fee includes a $100 credit towards (optional) application for Associate Membership.
100% refund - cancellation 30 days in advance (August 31, 2015)
50% refund - 15-29 days in advance (August 30- September 15, 2015)
No Refund - 14 days in advance or less (September 16, 2015 or later)
Should you find that you are unable to attend the Symposium after you have registered, please contact our Symposium Event Coordinator by phone: 250-864-0164 or 1-888-298-3292 (toll free), fax: 1-888-808-4198, or by email to symposium@iafp.ca.
All downloads “The Agenda, Meet the Speakers and the Case Study” are located at the top of this page on the right side.
Contact our Symposium Event Coordinator, Deborah Hartloff for Assistance: (p) 1-888-298-3292 or email symposium@iafp.ca
The Institute of Advanced Financial Planners is proud to support Dalhousie University’s Rowe School of Business through speaking and networking opportunities at this year’s Symposium.
Our 2015 sponsors will be listed as they are confirmed. Those confirmed to date:
Niagara Falls Things To Do
If you are taking an extra day or two to explore Niagara Falls here are a few things you can do. Things to do in Niagara Falls.
Last updated: 21 Jul 2019 11:41 PM
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