Ottawa Symposium Sets New Record!

Our third annual Symposium drew record attendance and rave reviews. More than 25% of our total membership participated. Read some of their comments at the bottom of this page.

Innovations like the roundtable discussions and panels were well received, and we’ll be using them again in future. The case focused on “New Money”?, stimulating in-depth discussion of tax structures, the investment process, and other issues presented by a couple who recently benefited from a windfall.

Members of the press were invited to join us this year, and as we hoped, the Symposium was praised in a number of publications. Read some of the press coverage posted in the box on this page.

If you are an IAFP Member who missed the Symposium but would like to purchase the papers and presentations for $125, contact us first at 1-888-298-3292, then 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 Ottawa Symposium also received strong support from sponsors, several who were new to the IAFP. We were pleased to have Phillips, Hager and North, T.E. Investment Counsel, and Investment Executive all return this year. Thanks also to our new sponsors - PWL, Advisor’s Edge and CCH Canadian.

CCH has offered IAFP members special prices on their handy Pocket Reference and, for a limited time, also on their FP Software. See the CCH Special Offers page (IAFP members only) for more information.

Of course, the Gala dinner and dance at the War Museum was a highlight for both delegates and guests. It was a super venue, and the lecture on chocolate changed the way we look at one of our favourite temptations - and gave us a completely new perspective on chocolate money!

This all sets the stage for Symposium 2006 on October 19 and 20 in Victoria, BC. Mark it in your calendar now, and be sure to join us then!

A Few Comments from This Year’s Participants:

• Terrific!
• Leading edge
• Good Value
• Excellent variety of topics

• Pertinent and well paced

• Entertaining and relevant

• Educational content was excellent
• [one speaker was] Worth the trip alone
• It was all great - Kudos to Scott & Peggy

Comments from Earlier Symposia:

“WELL DONE! For a high level educational conference, it was one of the best I’ve seen. The two days turned out very well. I think all the attendees will head back to their offices with a clear idea of what we can do as a group, and that quality beats quantity every time.” Jim McIvor, R.F.P.

“I have attended a number of financial planning conferences over the years. The content of the first IAFP Symposium was a step above any of those I have previously attended. I found it particularly satisfying for its focus on technical content, the absence of marketing and selling seminars, and the professionalism of the attendees apparent from the questions and comments posed to the presenters.” Blair Corkum, R.F.P.

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Last updated: 21 Jul 2019 11:32 PM