header (41K) header-info (4K)
logo_samsung_sidebar (21K)


What is the Top Advisor Summit?

The Top Advisor Summit is a one day conference in which top performing advisors talk about where their business has been, where it is today and where they're taking it.

The inaugural Top Advisor Summit, held in Toronto on Monday, June 9th at the Toronto Congress Centre, drew almost 200 attendees from across Canada.

CE Credits - Advocis qualified the Top Advisor Summit for 1 Technical and 5 General credits. IDA assigned 4 hours of IDA CE accreditation for cycle 03. CE certificates were mailed to participants in July. If you have not yet received yours, contact donna_klein@sympatico.ca

Stay tuned for news on the next Annual Top Advisor Summit taking place in the Spring of 2009.

Interested in future sponsorship opportunities?
  Contact Ozy Camacho at 416-218-3677 or ocamacho@investmentexecutive.com.

Questions about 2009 event logistics?
  Contact Donna Klein at donna_klein@sympatico.ca

The Top Advisor Summit is jointly presented by Investment Executive and Strategic Imperatives.

Conference Co-Hosts

cohost-danrichards (37K) cohost-tessawilmott (20K)
 
Dan Richards
Strategic Imperatives
Tessa Wilmott
Investment Executive