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.
- To view speaker videos/presentations, click here
- To learn more about the top advisors and their strategies for success, click here
- To review speakers' answers to delegate questions, click here
- To read media articles from the event, click on the articles below:
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 |
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| Dan Richards Strategic Imperatives |
Tessa Wilmott Investment Executive |


