Photos courtesy of Ottawa Tourism.
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 2013.
In the heart of Canada’s capital, Ottawa, Ontario.
To ensure you receive our discounted room rate, we encourage you to book your accommodation in Ottawa early. You can reserve your room on-line at The Westin Ottawa. To make your hotel reservations by phone, call The Westin Ottawa at 613-560-7000 ext. 499 and ask for the Institute of Advanced Financial Planners Annual Symposium (group code IOAFP1) rate of $209 per night (single or double occupancy). This rate will apply from Sept. 28 to Oct. 8, depending on room availability.
Sponsor Education Day
Welcome Reception
Symposium Sessions
Registration fee for Members to attend the Symposium is $1000 (plus HST) with an Early Bird rate of $750 (plus HST) prior to June 20th EARLY BIRD RATE HAS BEEN EXTENDED TO JULY 31ST!
Registration fee for Non-Members to attend the Symposium is $1250 (plus HST) with an Early Bird rate of $1000 (plus HST) prior to June 20th EARLY BIRD RATE HAS BEEN EXTENDED TO JULY 31ST! (Non-Member registrations are subject to approval.)
Non-Member registration fee includes a $100 credit towards (optional) application for Associate Membership.
100% refund - cancellation 30 days in advance
50% refund - 15-29 days in advance
No Refund - 14 days in advance or less
Should you find that you are unable to attend the Symposium after you have registered, please contact our Symposium Event Coordinator (Tricia Ward) by phone: 1-888-298-3292 (toll free), fax: 1-888-808-4198, or by email to symposium@iafp.ca.
Don’t miss this opportunity to learn and interact with other advanced planners!
This year’s Symposium theme is Time For A Change.
Life is about change — our personal lives, our business lives, our family lives. And sometimes we have more change than we really want or need. We and our clients should be prepared for whatever life throws at us.
Our case illustrates a situation many of us find ourselves in. Children growing up, medical problems, aging parents, business opportunities, opportunities of a lifetime — what to do? Where to go? We will address these major issues from an economic, tax, personal standpoint. Click here to view and download the case study.
Click here to view and download our agenda.
We are excited to present a new event this year, Sponsor Education Day, taking place immediately prior to the Symposium on Wednesday, Oct. 2nd. Participants will have the opportunity to spend valuable time with various sponsors, benefiting directly from their educational expertise within a more interactive environment. The fee to attend this optional full-day event is just $35.
Our Gala will be held at the beautiful Museum of Nature on the evening of Friday, Oct. 4th. Tickets for this optional evening event are $100 plus tax.
While the IAFP has no say in the content of adjacent courses, the subjects covered can often complement our Symposium topics. IAFP Members also welcome the opportunity to earn more CE credits, the special discounts and the travel convenience of back-to-back events.
Symposium Delegates can obtain a $300 discount on the Financial Divorce Specialist (FDS) designation course being offered in Ottawa immediately prior to the IAFP Symposium. The cost including HST is $1,350 for those with R.F.P. designation (the regular price is $1,650). This 44 CE credit course is led by R.F.P. Linda Cartier. For complete information, visit the Academy of Financial Divorce Specialists. Any R.F.P. interested should contact Linda directly by phone (toll free 1-888-893-7526 or lindac@financialdecisions.ca) to arrange for the special pricing. Ideally those interested should sign up as soon as possible to receive pre-course material.
Thank you to our Symposium 2013 Sponsors!
Platinum Sponsor: Mackenzie Investments
Premier Sponsor: Leon Frazer & Associates Inc.
Media Sponsor: Investment Executive
Gold Sponsors: Toron AMI International Asset Management, Trez Capital
Silver Sponsors: CCH Canadian Limited, Dixon Mitchell Investment Counsel, Fidelity Investments,
FundEX Investments Inc., Guardian Capital Advisors, IA Clarington Investments, Invesco, Steadyhand Investment Funds Inc., Value Partners Investments
Bronze Sponsors: Advisor’s Edge, Barrantagh Investment Management
We have once again arranged a discount on air travel to the Symposium. See the WestJet Discounts page.
Why not take an extra day or two and explore the city of Ottawa and surrounding areas during the height of the autumn colours. An event such as Fall Rhapsody in Gatineau Park is a wonderful way to enjoy the season!
Photos courtesy of Ottawa Tourism.
Questions? Call us at 1-888-298-3292
Last updated: 21 Jul 2019 11:34 PM
There are a lot of people calling themselves financial planners, but an R.F.P. has the specialization and qualifications to ensure you are getting the most comprehensive financial plan available. Find one near you.
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