Join us on October 9th for Prospering Together

An exclusive one-day conference designed to empower you with insights and strategies to deliver unparalleled value to your clients.

Islington Golf Club, Toronto | 9:00am -4:00pm

Register Today

Are you a CPA in public practice or recently retired but looking to stay involved in your practice, aiming to meet your client’s deepest priorities? If so, this conference is for you.

Integrating Wealth advisory and accounting
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Event Details

Where:
Islington Golf Club | 45 Riverbank Drive Toronto, ON M9A 5B8

When:
October 9th 2024 | 9am – 4pm

Unlock exceptional client service and CPA compensation with expert insights from industry thought leaders.

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Learn a Proven Roadmap for Success

Learn time-tested strategies for identifying your clients core goals and helping achieve them, while meeting your compliance responsibilities.

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Connect with likeminded practitioners

Move beyond passive PD sessions. Engage in dynamic workshops and real-world case studies with other likeminded CPAs that can immediately and tangibly impact your practice.

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Deepen the Value of your Client Relationships

You’ll see a system that allows us to “Prosper Together”. This isn’t just another conference—it's your gateway to innovation, differentiation, and deeper connections.

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Earn 7 Hours of PD Credit

Walk away with a certificate for seven hours of Professional Development credits and a lifetime value of new perspectives.

“This is a must conference for any CPA in public accounting considering how to meet your client’s top priorities.”

Adding Wealth Management along-side your current services is the key to providing better client engagement & value. Incredible event - engaging speakers, topics outside the box, great collaboration with colleagues. A hidden treasure. I can't wait to attend again this year!"

-Ted Pollock, CPA, CA

Learn from leading voices in the industry with a proven track record of success.

  • What Are Affluent Canadians' Top Priorities and How Can You Address Them?

  • Solving Your Clients' Deepest Estate Concerns

  • How Much Is Needed to Retire While Maintaining Lifestyle? Strategies for Retirement Planning.

  • Why Private Debt & Equity Investing Matters for You and Your Clients

  • Hands-On Learning: Client Case Study Identifying Challenges and Opportunities

  • How IPPs and Tax-Advantaged Strategies Can Play a Larger Role

  • How CPAs Can Overcome Challenges and Meet Clients' Top Priorities

We know the job of a CPA has it's challenges. If these statements resonate with you, know that you are not alone and there are solutions.

Feeling Overworked?

Do you find yourself feeling like you’re jumping from deadline to deadline and too busy to find new solutions to old problems?

Struggling to Find the Right Support?

Are you finding it difficult to develop and retain the right support team around you?

Feeling Undervalued?

Perhaps you’re frustrated with feeling undervalued compared to other advisors and feel your value isn’t being reflected in your fees?

Are your Clients Top Priorities Being Met?

Do you see your clients top priorities and goals not being met by their other advisors yet are unsure how you might be able to help?

If you want to build a CPA practice based on trust and providing exceptional value to your clients while adding an additional recurring revenue source, then attending the 2024 Prosper Together Conference is your first step.

Register Today
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Take the first steps to revolutionizing your practice.

Set the stage for your future success in 2024 and beyond & turn your challenges into opportunities! We can’t wait to see you there.

  1. 1

    1. Register Today

  2. 2

    2. Attend the Conference on October 9th

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    3. Develop an actionable roadmap to offering wealth management and a new understanding on what value you can provide your clients

Meet Our Speakers

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Paul Tyers, FCPA, FCA, CFP, CIM

Paul Tyers is the Managing Director of Wealth Stewards Inc., founded in 2006 to serve high-net-worth clients. With designations including FCPA, FCA, CFP, CIM, and a business degree, he provides comprehensive wealth advisory services. Paul and his team work at a fiduciary standard, ensuring clients’ wealth is optimally managed. Internationally recognized, Paul is a published author and has led his team to win the 2017 & 2018 Global Financial Planning Awards.

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Akua Carmichael, LL.B. J.D., TEP

Akua Carmichael is Vice President, Estate Planning & Services. She provides customized estate planning and administration solutions. Akua is a lawyer and has extensive experience in estate law, having previously provided estate planning, administration, and litigation services. She was called to the Ontario Bar in 2006 and is a member of the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP). Akua also has experience in the wealth management and insurance industries. She is a frequent speaker, writer, and educator on estate and trust issues.

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Peggy Tyers, BBA, CEA

Peggy Tyers is the Director of Business Development at Wealth Stewards Inc., where she guides accountants in enhancing client relationships through wealth management. She holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and became a Certified Executor Advisor in 2019. Previously, as President of 2020 Canada, she worked with CPAs across Canada, the US, and Australia to improve efficiency and profitability. Peggy has served on various boards, spoken internationally on practice management, and leads a group of female business leaders in leadership.

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Ruby Lougheed Yawney, CPA, CA, CKA, Hons. BBA

Ruby is a multi-accredited financial professional (CPA, CA, CKA) with extensive experience in public accounting, business operations, financial planning, and investment banking. She provides businesses and owners with excellent financial advice during critical stages of the business cycle. Ruby is known for her integrity, results, independent thinking, and mutual respect, helping owners make sound decisions in complex situations.

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Haley Thomas, CFP, CIM

Haley Thomas is a wealth adviser at Wealth Stewards, offering comprehensive wealth management services to professionals and business owners. She holds an Honours degree in Communications from Wilfrid Laurier University and earned the Chartered Investment Manager designation in 2016, becoming an associate portfolio manager in 2017 and a Certified Financial Planner in 2019. Haley specializes in creating customized financial plans, focusing on helping clients achieve their unique goals. Her expertise and dedication to long-term client relationships ensure they are on the path to financial success.

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Thomas Kennedy

Tom Kennedy is the founder of Kensington Capital Partners and Chair of the Investment Committee. He serves on the Advisory Boards of several private equity funds and private companies and has been an active supporter of the Private Equity and Venture Capital business in Canada. His public service and philanthropic work has been a longstanding, and focused on education and healthcare. Tom’s previous experience includes 10 years in operational and management positions with Consolidation Coal Co. and Alberta Energy Company. He has investment banking experience as a senior executive with Bunting Warburg, Lancaster and TD Securities.

Frequently Asked Questions

This event is free to attend.

You will discover how to address the top priorities of affluent Canadians, tackle deep estate concerns, what is actually required to help a client plan for retirement while maintaining their lifestyle. We will explore the advantages of tax-advantaged strategies like IPPs, and engage in hands-on case studies to identify client challenges and opportunities. At the end of the conference, you will gain a greater understanding of how your role as a CPA can help meet your client’s priorities effectively and how you can overcome some of your greatest challenges.

Our attendees are established CPAs in public practice based in the greater Toronto area. As well as CPAs who have retired or are nearing-retirement looking for ways to stay connected with clients on their own terms while earning recurring revenue.

Business Casual

Absolutely! We will be providing snacks and drinks throughout the day as well as a full lunch.

There is plenty of free parking available on site.

Yes! After attending you will earn a certificate for 7 hours of PD credit.

The conference will be at the Islington Golf and Country Club (45 Riverbank Drive Toronto, ON M9A 5B8) on October 9th from 9:00am - 4:00pm

If you have additional questions please reach out to Shelby Cockhill (scockhill@wealthstewards.ca) and she will be able to assist

Event Sponsored by Kensington Capital Partners Limited

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