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Home » Upcoming Events

Upcoming Events

Events

CPBI Alberta Regional Conference (May 8 – 10, 2013)

T.E. Wealth invites you to join us for the 2013 Alberta Regional Conference in Banff, Alberta from May 8 – 10, 2013 where we will be a silver sponsor.

This conference continues a strong tradition of celebrating the power of partnerships, offering outstanding opportunities to learn more about current trends and challenges and explore solutions that are finding success in the new realities of the industry.

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TEIC Speaker Series – Calgary, Vancouver, Montreal and Toronto

Do you have questions about your investments in Real Estate both in Canada and the United States?

Are you concerned about the potential impacts of a low-growth economy on those investments?

If so, then this event is for you.

In June we will host our second TEIC Speaker Series event for 2013 featuring a Real Estate industry expert and one of our own US Tax experts. They will answer these questions and more in a dynamic session that you won’t want to miss.
So please save the date:

Calgary: June 4th from 5 to 7pm
Vancouver: June 5th from 4 to 6pm
Montreal: June 11th from 6 to 8pm
Toronto: June 19th from 6 to 8pm

We would be pleased to send you an invitation. Just send an email to info@tewealth.com and we will add your name to our invitation list.

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Call for Speakers: 2013 Advanced Planners Conference

We are looking for exceptional speakers to present at our T.E. Wealth-sponsored, 2013 Advanced Planners Conference (APC) in Toronto between September 25 and 27, 2013.
APC attendees are T.E. Wealth’s financial planners from across Canada, who come together annually for three inspiring days of learning and networking. The APC provides our financial planners with information on the latest industry trends and changes, helping them to keep up-to-date on the latest and greatest in financial planning, and enabling them to better serve their clients. The APC provides attendees with the opportunity to gain the mandatory education credits, as well as a platform to socialize and network with colleagues from our other T.E. Wealth offices.

We are looking for speakers who are knowledgeable in the following areas pertaining to financial planning in Canada:
 Financial Management
 Risk Management
 Tax Planning
 Retirement Planning
 Estate Planning
 Practice Management

Presentations with an audience interactive component will be favored. If you have a presentation you are eager to share with our group, kindly send an email to info@tewealth.com with APC in the subject line. Please provide a title, paragraph description, and your reason for why your presentation is significant and/or how you think attendees will be able to apply the knowledge to their practice.

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T.E. Wealth and our partner companies, T.E. Financial Consultants Ltd. and T.E. Investment Counsel Inc., are wholly owned subsidiaries of Jovian Capital Corporation, a publicly listed management and holding company.



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PAST EVENTS

  • Aging Workforce Forum: Pensions, Performance, and the New Retirement (April 23 – 24, 2013)
  • TEIC Speaker Series – Vancouver, Calgary, Toronto, Montreal (January 2013)
  • T.E. Wealth 40th Anniversary – Vancouver (October 30, 2012)
  • T.E. Wealth 40th Anniversary – Calgary (October 29, 2012)
  • T.E. Wealth 40th Anniversary – Toronto ( October 25, 2012)
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