Soar Up
September 14th 2021 | 9am – 12:30pm
Virtual Conference
Learn how CPAs like you are building significance with their clients through wealth management
During difficult times your clients trust you to help them through. Join us on September 14th and learn how you can successfully incorporate financial planning and wealth management services into your accounting practice and soar above the
Expert Speakers
Gain skills you can apply to your firm now and in the future. Make connections and hear new perspecives.
The Conference Experience from the Comfort of Home
This is more than just a Zoom call, You will have the opportunity to connect with attendees and engage with our speakers in an exciting half day event.
3.5 Hours of PD
Following the conference you will receive a certificate for three hours of professional development.
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.
Terry Kely
CM, BA, DCL, DFA
Keynote Speaker
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Terry Kelly’s passion for life has gained him international recognition as an award-winning singer/songwriter, a renowned motivational speaker, an accomplished athlete, and a consummate entertainer.
Terry is a recipient of the King Clancy Award, and Honorary Doctorates in Civil Laws and in Fine Arts. He has received the Canadian Country Music Association’s Humanitarian Award and is a member of the Order of Canada.
Using personal anecdotes peppered with humour, songs, and audience participation, Terry encourages individuals to develop their own values and strategies for living and working happily and healthily.
Terry is the living model of his message, understanding his blindness as a gift that opens possibility and opportunity.
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
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.
Bob Simpson
Portfolio Stewards
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Bob Simpson is the Director of Private Debt and Equity at Portfolio Stewards, a subsidiary of Wealth Stewards. Prior to joining Wealth Stewards, he was President of Synchronicity Business Coaching Inc., a boutique consulting and coaching firm focusing on relationship management and business development for some of North America’s most successful wealth management firms and advisors. His direct experience in the wealth management industry was with Nesbitt Thomson, where he was one of the firm’s most successful advisors.
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.
Clifford Fraser
CPA
Equiton Partners
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Cliff is an experienced executive with almost 20 years’ experience in investment banking, real estate debt lending, insurance and pension funds. He recently worked as the director of business operations in the capital markets division of one of Canada’s largest financial institutions. Prior to that, he was a business manager for a leading foreign investment bank and a vice president at a boutique real estate debt firm. At Equiton, he is responsible for business development, working with financial advisory and capital partners, identifying new sales prospects, driving business growth and ensuring a high level of satisfaction with both clients and partners.
He is a CPA, and holds an Honours Bachelor of Accounting degree from Brock University’s Faculty of Business.
High Net Worth clients.
Event Agenda
8:45-12:30 | Concierge/ help desk opens up
If you run into any technial difficulties or have any questions throughout the course of the conference, staff will be on hand to assist you at any point through the help desk.
9:00-9:05 | Event Kickoff
An introduction to the day Presented by Peggy Tyers
9:05-9:45 | Terry Kelly: No Sky Too High
Using personal anecdotes peppered with humour, songs, and audience participation, Terry encourages individuals to develop their own values and strategies for living and working happily and healthily.
Explore the importance of communication, dreams, goals, choices and responsibilities; understand and celebrate our differences; balance our business and personal lives; and realize the value of enthusiasm!
9:45-9:55 | Q&A Interview with Terry Kelly
10:00-10:30 | Workshop Rooms Session One
You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be available for all sessions after the conference.
Workshop Sessions
Paul Tyers – Integrating Wealth Management into Your Firm
- Identify and quantify client objectives
- Model objectives so clients/spouses are engaged
- Implement their plan in keeping with their risk appetite and capacity
Rick Claydon/Bob Simpson – The Importance of Referrals
Clifford Fraser – Tax-Effective Investing
10:30-10:45 | Break
Grab a coffee, stretch your legs, and explore some of our fun interactive elements.
10:45-11:15| Workshop Rooms Session Two
You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be available for all sessions after the conference.
Workshop Sessions
Paul Tyers – Integrating Wealth Management into Your Firm
- Identify and quantify client objectives
- Model objectives so clients/spouses are engaged
- Implement their plan in keeping with their risk appetite and capacity
Rick Claydon/Bob Simpson – The Importance of Referrals
Clifford Fraser – Tax-Effective Investing
11:20-11:55 | Keynote Speaker, Trevor Parry
Trevor will examine a practical and tax focused review of a variety of retirement strategies including Individual Pension Plans, Retirement Compensation Arrangements, life insurance based and living benefits based strategies. He will present a series of case studies and provide battlefield stories on the benefits and pitfalls of each strategy.
11:55-12:20 |Round Table
12:20-12:30 | Closing Statement
12:30-1:00 | Post Conference Networking
Register Now
$49.99 +HST
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