2014 ACM Invitation with Agenda (2014-08-16)(DY) (2-Pages)-page-002

Dear CCPAA friends,

We would like to sincerely invite you to our 6th CCPAA Annual Conference “Regulatory Environment and Best Practices of the Wealth Management in Canada”, scheduled on Saturday September 13, 2014 at Sheraton Parkway Toronto North Hotel & Suites.

Both investment managers and investors need to know everything about their money $¥£€. This full day conference is designed to help Canadian Chinese investors become more familiar with the oversight organizations in Canadian capital markets and develop an understanding of issues such as guarding against financial fraud and strengthening self-protection awareness. It also updates the latest development on tax compliance and planning related to wealth management. Whether you manage assets for ultra-high-net-worth individuals or the mass affluent, or you are the client or individual investor, you will benefit from the timely and practical sessions at this conference. Come and learn directly from a lineup of professionals; our speakers are taxation specialists, top wealth management practitioners and experts from the Ontario Securities Commission (OSC), the Investment Industry Regulatory Organization of Canada (IIROC), the Ombudsman for Banking Services and Investments (OBSI).

 

PD Credit: Qualifies for 4 credit hours.

Fees: Members: $80, Non-Members: $100.   $40 discount for early Registration (before August 31, 2014), lunch and coffee are included.

Should you have questions, please feel free to contact Rubin Li at 416-662-9889 or send us email at conference@ccpaa.ca


 

You can click on the “RSVP” button below to register online, use the drop down menu in the pop-out window to choose Member or Non-Member Ticket.

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