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The theme was “The Saga Continues; The Towers Family - Part III” and our Symposium Committee, Peggy Cameron, John Burns, John Hope, Pam Magyar and Matthew Ardrey, did an outstanding job of assembling a diverse group of speakers.
Some comments made by those who attended the Symposium:
• Excellent caliber of professional presentations
• All sessions were informative and well presented
• The content was excellent.
• Enjoyed the opportunities to interact with fellow delegates.
• Fantastic open discussion on the Saturday.
Some comments made by those who attended the Advanced Education Day:
• Very Intense and Satisfying Day
• Well Worthwhile and Well Done
• Excellent Speakers
• Very Educational and Useful Content
• Another Great Informative Day
Jason Pereira, R.F.P.
Peter Cishecki, R.F.P.
Jennifer Schmid, R.F.P.
Aaron Hector, R.F.P.
The Gala cocktail hour started with a Jazz Trio and was followed by a lovely dinner.
The food was great and the guests were entertained and danced the night away with the live band “The New Classics”
Ian Douglas Macdonald Award of Excellence
The IAFP presented the Second “Ian Douglas Macdonald Award of Excellence” at the Symposium this year. The Award is named for one of the Founders of the R.F.P. designation, Ian “Doug” Macdonald, who holds R.F.P. Certificate #1. Doug has been an avid supporter of the IAFP and the R.F.P. designation since its inception. He is well known and respected throughout the Financial Planning profession and has received numerous awards including lifetime achievement awards in Financial Planning. What better way to honour him, than to create this award in his name!
A Potential Award recipient include some, but not necessarily all, of the following:
Long-standing and exemplary service to the IAFP through volunteerism
Promotion of professionalism in financial planning and the REGISTERED FINANCIAL PLANNER designation as
representative of the Mark of choice for financial planners in Canada
Significant involvement in the IAFP’s varied and sundry volunteer requirements, including the IAFP annual
symposium, the R.F.P. examination development process, and comprehensive case submission review
Direct or broad support of the R.F.P. designation within the financial planning profession
Involvement in development and maintenance of IAFP’s practice standards and code of ethics
Extensive promotion of financial planning and the R.F.P. Mark to Canadians on a grassroots level
Lynne Triffon, the recipient of the Ian Douglas Macdonald Award of Excellence!
Dalhousie Students
Cumberland, Fidelity, Investment Executive, Leon Frazer, AGF, Picton Mahoney, NEI, Mackenzie, Value Partners, Antares, Hunters International, Ernst & Young W.A. Robinson, Leith Wheeler, Universal Village, Croesus T.E. Wealth, White Glove, Aligned Capital, Advicent, BCV Asset Management
The 16th Annual Symposium of the Institute of Advanced Financial Planners (IAFP) was held in Gatineau, QC September 26th to September 29th, 2018. This event was sold out and the room was packed.
Last updated: 19 Dec 2018 12:02 AM
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