Integrate to Innovate Conference

September 28th 2022 | 8:30am – 5pm

Learn how CPAs like you are building significance with their clients through integrating wealth management

Integrate to Innovate is Wealth Steward’s 7th annual CPA conference. After two years meeting with you virtually we are excited to connect with our attendees in person. 

This highly anticipated conference is dedicated to helping you drive innovation, adopt new practices and differentiate your firms offerings all while connecting with our other attendees.

 Expert Speakers

Gain skills you can apply to your firm now and in the future. Make connections and hear new perspecives.

Grow your Network 

Connect with attendees and our speakers in an exciting one day event.

8 Hours of PD

Following the conference you will receive a certificate for eight hours of professional development.

Event  Details

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

When: September 28th 2022 | 8:30am – 5pm 

Featured Talks & Speakers

We will equip you to understand and help your clients with their deepest needs, provide strategies on growing your firms profitability and broaden your service offerings. 

Mitch Anthony Headshot

Carey Nieuwhof

Keynote Speaker

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Carey Nieuwhof is a best-selling author, leadership expert, former attorney and church leader. He hosts the Carey Nieuwhof Leadership Podcast and curates of one of the most widely-read leadership blogs. Carey speaks to companies and churches about leadership, change and personal growth. His content is accessed over a million times a month by leaders around the world.

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Peggy Tyers

BBA, CEA

Wealth Stewards

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Peggy Tyers is the Director, Business Development of Wealth Stewards Inc.

In her previous role as President of 2020 Canada she worked with CAs and CPAs across Canada, US and Australia helping them to improve both their efficiency and bottom line through various services and technologies. Since joining Wealth Stewards she has been a leader in the integration of Wealth Advisory Services with public accounting firms.

She is and has been on boards of various non-profits and has been invited to speak nationally and internationally to accountants and business leaders on practice management.  

Clifford Fraser

 Sean Bailey
Founder and CEO

Assurance Prep Inc.

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Sean Bailey’s professional career spans 25 plus years as an auditor including 16 years as a Partner in Big Four firms.

During this time, he worked at a sole practitioner firm, KPMG and PwC giving him experience in firms of different size.

Sean has vast project and change management experience that he brings to business transformational projects. He will motivate and inspire your firm’s team members on your business transformational journey.

Sean has the expertise, international network and knowledge to identify cutting edge solutions. He has the credibility, professionalism and personality to have constructive conversations with business transformation critics within your firm. He has the experience to guide and support your team to implement the solutions and mitigate project challenges.

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 Paul Tyers
FCPA, FCA, CFP, CIM

Wealth Stewards

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

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 Trevor Parry
M.A., LL.B, LL.M (Tax). TEP

TRP Strategy Group

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

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Trevor’s professional practice is founded on the bedrock belief that planning is a process of objective due diligence, involving the client and their key advisors every step of the way. Formerly the National Sales Director of a large actuarial firm, Trevor can provide authoritative guidance in the areas of tax, owner-manager remuneration, executive compensation, advanced retirement strategies, succession and estate planning, and philanthropic gifting strategies. Trevor is an acknowledged expert in the areas of Individual Pension Plans and Retirement Compensation Arrangements. Trevor’s insights have been published in periodicals, journals, and newspapers across Canada and he has provided professional commentary for the Business News Network, among other media outlets.

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Haley Thomas

CFP®, CIM®

Wealth Stewards

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Haley Thomas joined the Wealth Stewards team in 2014 and provides holistic financial planning and wealth management services to professionals and business owners, typically in conjunction with their other “trusted advisors.”

She began her career with Marret Asset Management Inc., one of Canada’s largest fixed income managers, where she gained valuable industry experience working in operations. Prior to joining Wealth Stewards, Haley had the opportunity to intern with Hewins Financial in San Mateo, California, which provides integrated wealth management services to clients through a partnership with one of the largest accounting firms in the US.

Haley develops meaningful, long term relationships with her clients. With her personable and professional demeanor; combined with her expertise, and Wealth Stewards broad range of services, her clients are on the long term path to reaching their unique financial goals.

 Rick Claydon
CPA, CA, CIM

Welement

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Rick specialized in managing the financial affairs of high net worth families, and focused on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth. For the last 5 years Rick has been coaching other wealth advisors on how to work more effectively with High Net Worth and Ultra

High Net Worth clients.

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 Richard Goode
Executive Vice President

Next Edge Capital

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

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Richard Goode is an Executive Vice President of Next Edge Capital, focusing on Sales and Marketing, supporting both the Canadian retail financial advisory and family office channels.

Prior to joining Next Edge Capital, Richard was Managing Director and Head of Sales at Ninepoint Partners/Sprott Asset Management, a leading independent asset manager. During his six years with Ninepoint Partners/Sprott Asset Management, he led a team of over 25 sales and marketing professionals, assisting in the raising of over $3 billion in alternative investments by working with Canadian retail Financial Advisors to position complex alternative investment strategies within their clients’ portfolios.

Event  Agenda

8:30-9:00 | Registration & Coffee
9:00-9:05 | Event Kickoff

An introduction to the day Presented by Shelby Cockhill

9:05-10:00 | Carey Nieuwhof - At Your Best

Getting Time, Energy and Priorities Working in Your Favour
Life has never felt busier, and the demands on people’s time have never been greater. Most leaders struggle with how to get it all done, and everyone pays a price: your company, your family, and you.

In this talk, Carey shows you a proven method that’s helped thousands of leaders get time, energy and priorities working for them, not against them so they can get their life and leadership back.

10:00 - 10:45| Peggy Tyers - Firm of the Future
10:45- 11:00 | Break

Grab a coffee, stretch your legs, and get to know fellow attendees.

11:00 - 11:30 | Rick Claydon - Dashboard to Success

Grab a coffee, stretch your legs, and explore some of our fun interactive elements.

11:30-12:00| Sean Bailey - Solving today’s access to talent challenge while building a firm of the future

How firms of all sizes can implement an outsourcing strategy to gain access to talent to grow their practice while also more effectively embedding technology solutions in their delivery model.

12:00 - 12:45 | Lunch
12:45 - 2:00 |Paul Tyers - The Benefits of Integrating Wealth Management
2:00 - 3:00 | Trevor Parry - IPPs
3:00 - 3:15 | Break
3:15 - 3:55 | Richard Goode - Helping your Clients with Debt Financing
3:55- 4:30 | Round Table
4:30- 5:00 | Wrap Up - Peggy Tyers

Register Now

$49.99 +HST

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