Last updated: April 30 2019
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:
Why are IIAC and Knowledge Bureau proud to partner in introducing this series?
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.
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.
COPYRIGHT OWNED BY KNOWLEDGE BUREAU INC., 2019.
UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED.