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Investment / Canadian Imperial Bank of Commerce / Planned giving / Financial Advisor / Financial planner / Mackenzie Investments / Foundation / Charitable organization / Investment Advisor / Economy of Canada / Finance / Financial adviser


Document Date: 2014-05-21 06:30:04

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City

Toronto / London / /

Company

IPC Investment Corp. / Stonegate Private Counsel LP / Newport Partners / IPC Securities / Brady Financial Group / DeThomas Financial Corp. / Investia Financial Services Inc. / Assante Capital Management Inc. / Nova Star Insurance Consultant Inc. / Investors Group Financial Services Inc. / Tacita Capital / Worldsource Financial Management Inc. / Dow Jones Newswires / Credential Investments / Private Client Group / Quadrus Investments / PlanGiv Capital & PlanGiv Consulting / Braley Winton Financial Group / Raymond James / Legato Group / Canaccord Capital / Credential Securities Inc. / CIBC World Markets Inc. / Miller Thomson LP / Hesselink & Associates Inc. / FundEx Investments Inc. / TTG Consult Inc. / Robitaille & Calow Financial Inc. / Dundee Securities / Assante Financial Management Inc. / BMO Nesbitt / Investors Group / Cidel Financial Group / Sun Life Financial / Mackenzie Investments / Wellington West Capital Inc. / Senior Investment Advisor HollisWealth Ron Foxcroft / D. / CIBC Wood Gundy Financial Services / Noon Ron Foxcroft / /

Country

Canada / /

Currency

USD / CFP / /

Event

Natural Disaster / /

Facility

Simon Fraser University / Canadian Institute of Financial Planners / Stable Financial Services / /

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IndustryTerm

annuity solutions / Online Register / life insurance / life insurance strategies / /

Organization

Burlington Community Foundation / Canadian Association of Gift Planners Group / Canadian Institute of Financial Planners / Salvation Army / Benefaction Foundation / Ontario Credit Union Charitable Foundation / Niagara Community Foundation / Jewish Foundation of Greater Toronto / Canadian Cancer Society / Canadian Association of Gift Planners / Toronto Community Foundation / Meridian Credit Union / Joseph Brant Memorial Hospital Foundation / SickKids Foundation / Financial Planning Standards Council / Canadian Medical Foundation / Hamilton Community Foundation / Hamilton Health Sciences Foundation / Canadian Association / Nature Conservancy of Canada / Silver Conference Partners Conference Partner Canadian Association of Gift Planners Willing Wisdom Delegates / Community Foundation of Mississauga / Simon Fraser University / /

Person

Bruce Cumming / Gordon E. Pilkington / Ben Kendall / Ron Foxcroft / Gift Planners Jessica John / Sandra Stewart / Détente / Jessica John / Paul Moore / Tom Deans / Wesley Urban / Planned Giving / Diana Westwood / Gregory Brown / Planned Giving Topic / /

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Position

Financial Press Author / Advisor / Executive Director / President / advisors / Manager / speaker / AEGON Dealer Services / Investment Advisor / approaches advisors / Butler / Investment Planning Counsel / Process Professional advisors / Accountant / Senior Investment Advisor / professional advisors / Platinum Conference Partner Advisors / attending advisors / Financial Advisors / Director / Chairman / President & CEO / Senior Financial Advisors / Educational Professional advisors / BA Senior Financial Advisor / Vice President Topic / Conference Chair Conference Chair / Conference Chair Terry Cooke President & CEO / President & CEO / how professional advisors / BA Senior Financial Advisor / Vice President Assante Capital Management Ltd. / BA Senior Financial Advisor / Vice President / /

ProgrammingLanguage

Ajax / /

ProvinceOrState

Ontario / /

PublishedMedium

Investment Advisor / /

Technology

Ajax / /

SocialTag