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Canadian Association of Gift Planners Nov 12
We are proud to join Canadian tax expert, CEO and team in Quebec at their 15th conference as we jointly launch this powerful new Philanthropic designation! Do you know about the new MFA Philanthropy? Learn more at
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#Zay Aquino Nov 12
- 2018 DAC Young Advisor Awardee - Congrats Kristin!
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Paul Nazareth Nov 14
A true inspiration to hear from at conference on the needs of Northern Canada ❤️🇨🇦 AND a shoutout from the Senator to as former Chair of NSFRE Vancouver Island and a long time charity sector leader!!
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Paul Nazareth Nov 14
Day three with the wonderful community at in Quebec! We at are excited to share more with all those present about the NEW designation on philanthropy for advisors!
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Paul Nazareth Nov 14
Yes! Shoutout from at Advisor Quebec Conference to the many advisors active with Charities and PhilanthroClients to PLEASE share their voice with the charity committee to advance philanthropy in 🇨🇦!
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Pique Ventures Nov 12
Replying to @evelynjacks
Thank you Evelyn for this wonderful opportunity to speak to and meet delegates.
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Evelyn Jacks Nov 13
What will the insurance business look like in 2036? 's Helene Chatelaine explains at
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Evelyn Jacks Nov 14
Extensive advisor training has brought important gains in building deeper client relationships...and enabling critical conversations to spur on growth in family savings... President Ian Russell. Personal advice definitely matters.
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Evelyn Jacks Nov 13
Ivari's chief underwriter Helene Chatelaine tells delegates at that mortality rates may be decreasing...largely because of the opioid epidemic. We are #2 in the world with this problem behind the U.S.
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Evelyn Jacks Nov 15
Hard to believe that our inaugural Business Builder Retreat and are all finished. A huge thank you all of our delegates, sponsors and the team for your support. We can't make these events happen without YOU.
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Franklin Templeton Nov 13
It was great to see all the advisors at the Distinguished Advisors Conference at our hedge fund strategies lunch and learn presentation yesterday with Alexis Verganelakis. We’re looking forward to another day of great presentations, insights and networking!
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Nicholas Cheung Nov 12
Number of working age Canadians for every senior citizen to fall from 5 to 2.5 in 20 years, one of the largest decreases in OECD countries.
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Paul Nazareth Nov 11
Great to meet you tonight Bonnie! Looking forward to hearing more about your work at the conference!
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Paul Nazareth Nov 14
What a team! Thank you and the team for hospitality! From our CEO and all of - and me, thank you!
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debrah burleigh Nov 14
at the I have registered for the Knowledge Bureau conference Nov 10-13 Puerto Vallarta. Who is coming?
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Evelyn Jacks Nov 14
As baby boomers age they are driving a demand for integrated investment, retirement, tax and estate planning, says President Ian Russell in a dynamic speech at . For advisors it means you must find the value proposition clients need and deliver to it.
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Knowledge Bureau Nov 12
What a whirlwind of learning and fun, this last 24 hours at . Delegates, did you learn something new about leadership, Canada's competitiveness, cyber security, impact investing, and hedge strategies today? Join us in Mexico next November!
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#Zay Aquino Nov 13
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Knowledge Bureau Nov 14
Who is your new ideal client? Al Jacks steps up to deliver on Dan Collison's thesis at . World class advisors create a vision and work towards engaging their ideal client base.
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Knowledge Bureau Nov 14
Powerful message from a powerful speaker Paul Nazareth of the . Very proud to partner in providing Canadian advisors with the MFA-Philanthropy designation...an incredible opportunity to plan with clients and their families.
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