The 11th annual symposium of The Institute of Advanced Financial Planners (IAFP) in Ottawa, Oct 2nd to 5th was a huge success with the greatest number of delegates attending including the most non-members ever.
The theme, Time For a Change, engaged and inspired delegates. Our case study illustrated a situation many of us find ourselves in. Children growing up, medical problems, aging parents, business opportunities and opportunities of a lifetime. Our speakers delved into the many issues facing us daily as things change.
New to the symposium this year was the introduction of a Sponsor Education Day. Participants had the opportunity to spend valuable time with various sponsors, benefiting directly from their educational expertise within a more interactive environment. The majority of participants plan to attend next year.
The symposium’s impressive agenda and speakers drew record attendance not only by members but non-members as well.
About 25% of the audience were non-members, there to gain insight to important planning matters while sampling how a membership in the Institute of Advanced financial Planners will improve their professional capabilities. Further evidence of the value that the organization delivers across the industry is the participation of CAs from public practices.
Special thanks go out for the knowledge shared by our speakers. For example: Deanna Brasseur, retired Canadian Forces combat pilot, motivated all with her dynamic presentation “Managing Change”. Jennifer May’s talk on “Long-term Care” clarified issues that come up when dealing with Elder planning. Mark Audcent got everyone thinking with his workshop “Ethics Boot Camp for Financial Planners”. The Symposium wrapped up with lively discussion at the “Software Roundtable” on Saturday morning.
The Gala dinner and dance at the spectacular Canadian Museum of Nature was a highlight for both delegates and guests. It was a super venue and educational too.
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
Last updated: 21 Jul 2019 11:38 PM
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