Last updated: November 25 2011
The sold out Distinguished Advisor Conference ended with a standing ovation as Evelyn Jacks summarized the significance of the Recovery Theme against the backdrop of stirring images of a dramatic 2011.
"We are in repair, but not quite there,î said Mrs. Jacks, as advisors digested the 18 sessions ranging from macro economic views to technical sessions on real estate, tax, retirement, debt management, succession and investment planning. "You do important work, you have developed strong networks and you are better positioned to embrace new approaches to family wealth management in these unprecedented times.î
The spectacular Casa Rosa mountains surrounded the beautiful venue, where delegates enjoyed meeting up with old and new friends and peers. The atmosphere was relaxed and friendly and you rarely pass by someone who isn't smiling and having a wonderful time.
More Successful Financial Relationships - Randy Ambrosie
Sponsored by: Accretive Advisor
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Debt Management = High Value Clients - Stephanie Holmes-Winton
Sponsored by: Manulife Bank
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Exempt Market Funds: Should They Be On Your Product Shelf? - Robert Ironside
Sponsored by: Knowledge Bureau
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Road to Recovery: Clarify Investment Processes With ETFs - Mark Webster
Sponsored by: BMO Financial Group
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U.S. Real Estate Investing for Canadians - Darren Latoski, Steve Evans and Rhonda Taplin
Sponsored by: Sunstone Realty
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Sponsored by: Manulife Securities
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Working With Stars - Tom Dreesen
Sponsored by: Knowledge Bureau
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Distinguished Advisor Conference - Day 3
RWM: Transition: Tax Efficient U.S. Property Acquisitions - Larry Frostiak and Angela Preteau
Sponsored by: Knowledge Bureau
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Sponsored by: NexGen Financial
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Creating Investment Portfolios For UL - Geraldo Ferreira
Sponsored by: Tranamaerica
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RWM: Tax Strategies For Caregivers - Walter Harder
Sponsored by: Knowledge Bureau
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New Relationships, New Media - Managing Expectations - David Christianson
Sponsored by: Knowledge Bureau
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Investing in Tomorrow- Panel Discussion - Susan Misner and Dennis Modrich
Sponsored by: Knowledge Bureau
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Conference Close: In Repair - Evelyn Jacks |