You're not going to want to miss out on this event

Surveys confirm that your clients want your involvement in their wealth management. Learn how to successfully incorporate financial planning and wealth management, some of the most valued services by clients, to your accounting practice.

CPA Ontario revised Rule 216 in 2016. You now have the opportunity to integrate Financial Planning and Wealth Management services into your firm. This is an opportunity for you to be an early adopter of this value added Service.

Connecting you and your client's Best Interests.

   Event Details:   

Date of the Event: Monday September 18th 2017

Time: 8:30am - 4:00pm

Cost: $149.00

Location: Sandman Signature Hotel, 55 Reading Ct, Toronto ON.

RSVP By September 12th 2017

You can RSVP to Shelby Cockhill either by phone at 905-891-6052 x 9 or by email at

Event Payment:



Mitch Anthony: Top-rated, National Speaker and Best-Selling Author

Ed Drake: MSFP, AEP, CFP, Top CPA Focused US Advisor

Paul Tyers: CPA, CFP, Winner of the Global Financial Planning Award

Matthew Asser: MTI, CIM, FCSI, CFP, Coach to Canada's Top Financial Advisors