In late September, our firm held its annual Wealth Management Conference. This year, it was titled, Energy Exchange: The Power of Relationships. With a focus on recognizing the value of client and colleague connections, the conference brought together about 70 of our firm’s national financial experts to expand their knowledge on a number of topics, as well as help keep them current in attaining ongoing industry accreditation requirements. Some of the topics covered were privacy and transparency, Socially Responsible Investing (SRI), dispelling myths about aging and the latest on digital wealth solutions. It was also a chance for our people to share their best practices and learn new ways of providing value to their clients.
During the conference’s three-day run, we introduced a fundraising challenge to see how much money attendees could raise for the Canadian-based charity Live Different. In total, the conference raised over $18,000 for the cause. We’d also like to acknowledge the generosity of our business partners who sponsored the conference: PPI Advisory, Infinite Investment Systems, National Bank Independent Network and Purefacts.
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