Why Should You Attend the Vantage Breakfast Series?

Join us on Thursday, May 9, 2019 from 7:30-9:00 a.m. for the inaugural event in the Vantage Breakfast Series taking place in Toronto, Ontario. Hear four outstanding speakers and earn CE Credits, too . Here’s why IIAC and Knowledge Bureau have collaborated to bring this series to you:

The Vantage Breakfast Series – Who is it for?  Leading wealth management firms, manufacturers, distributors and top advisors in the financial services who specialize in providing holistic wealth advisory services. Those who have concerns about distinct changes in consumer needs and emerging regulation, that will impact value propositions and services rendered.

Why advisors and their firms should attend:

• Hear from outstanding speakers who are thought-provoking and insightful on key industry trends
• Leave with at least three key strategies for growing their advisory business in a conflict-free and holistic manner
• Network with other like-minded professionals whose primary objective is to provide top notch services against the backdrop of rapid and dramatic change.   
• Earn 2 CE Credits
• Receive a complimentary copy of “Defusing the Family Business Time Bomb” by Jenifer Bartman and Evelyn Jacks

Why are IIAC and Knowledge Bureau proud to partner in introducing this series?

• To improve the role of the advisor through education.  To provide perspective, deeper knowledge and a strategic advantage to thought leaders and their teams in the wealth advisory services in order to address conflict of interest concerns in the wealth advisory business. The Australian Royal Commission into misconduct in the banking, superannuation and financial services industry, found that “prevention of poor advice begins with education and training. . . those who know why steps are prescribed are more likely to follow them than those who know only that the relevant manual says, ‘do it’.”
• To proactively address the important trends that affect  clients in the foreseeable future.  Four key trends were recently outlined by IIAC President Ian Russell:
• Demographic patterns among the investing public are changing dramatically. Advisors and firms are responding with greater sensitivity and customization in the delivery of financial advice, and employing professionals that match the diversity of their clientele. Women professionals are now taking centre stage among advisors and management in the securities industry.
• Technology is advancing at a rapid rate.  While the key challenge for advisors is communicating with tech-savvy millennial investors, many aging investors have adapted effectively to modern technology requiring advisors to step up the application of communication technology to all clients.
• Clients are living longer. This longevity increases the complexity of the financial planning process and investment decision-making, requiring high yielding investments in a world of zero interest rates as well as effective balance between ongoing asset accumulation and income-generating investments to meet cash needs, a balance tailored for the personalized phased-in retirement of many clients.
• Government and regulators have intervened more aggressively in the wealth management business than ever before.  Reform has moved at a faster pace in the U.S. in response to the more serious collapse in investor confidence brought on by the financial crisis. The risk for the industry in both countries is that regulators fail to effectively balance investor protection and interfere with the efficient and cost-effective delivery of financial products and advice. 

Major firms, media and top advisors have already confirmed attendance. . .you should be there too! The Vantage Breakfast Series is designed to foster the development of a community of leadership with the mutual goal of working towards the continued advancement of wealth management services. Register by May 3.

The Speakers

Ian Russell, President & Chief Executive Officer, IIAC

Ian Russell is President and CEO of the Investment Industry Association of Canada (IIAC), a position he has held since its inauguration 13 years ago. He is a frequent commentator in the media, a regular columnist in industry publications, and a sought-after presenter and speaker on industry issues and developments.

Ian has an Honours degree in Economics and Business from the University of Western Ontario, and a postgraduate degree (MSc Economics) from the London School of Economics and Political Science. He has completed the Partners, Directors and Seniors Officers Qualifying Examination, and is a Fellow of the Canadian Securities Institute.

Richard Rousseau, Executive Vice-President - Head of Wealth Management, Private Client Group, Raymond James Ltd.

Richard Rousseau is Executive Vice-President - Head of Wealth Management in the Private Client Group of Raymond James Ltd, one of North America's leading, independent full-service investment dealers across Canada and the United States.

Richard is an active supporter of various industry associations, including serving as a member of the IIAC Board from 2010-2012, and the National Advisory Committee Chair of the predecessor association, the Investment Dealers Association (IDA), from 2000 to 2002. He is also an avid volunteer with several charitable organizations, including serving as the President of National Bank Financial’s 2009 and 2010 United Way (Centraide) Campaigns. He also served as a Board Member for Free the Children for five years.

Dr. Dean Smith, PhD, CFP, TEP, CPA, CA, President, Cadesky U.S. Tax Ltd.

Dr. Dean Smith has been practicing taxation since 1989 and is a frequent speaker at conferences and seminars. President of the U.S. Tax division of Cadesky Tax, Dr. Dean Smith specializes in cross-border taxation and finance. He holds a PhD in Financial Accounting from the University of Waterloo, an Honours Bachelor of Commerce, and is a Chartered Accountant in both Ontario and Manitoba, a Certified Public Accountant in Illinois, a Certified Financial Planner, and has completed the CICA – In-Depth Tax course.

Evelyn Jacks, President, Knowledge Bureau

Evelyn is the President of Knowledge Bureau, Canada’s most respected educator in tax and financial literacy, and one of Canada’s most prolific financial authors. She has penned over 50 books for consumers on tax and wealth management, many of them best-sellers. She has twice been named one of the Top 25 Women of Influence in Canada.

Evelyn has been influential in advising and commenting on tax and financial literacy policies.  She was appointed by former Finance Minister Jim Flaherty to the Federal Task Force on Financial Literacy, and by the former Premier of Manitoba, Gary Filmon, to the Lower Tax Commission, to advise on the direction of the provincial tax regime.  She also co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increasing financial literacy in that province.

For more information on the topics and to view the agenda, please visit the event page, and register by May 8 to reserve your spot.

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