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North York District

Chartered Professional Accountants Association

NOTICE OF MEETING

Tuesday, March 28th, 2017

RECEPTION – 5:30PM; DINNER – 6:00PM; PRESENTATION – 7:00PM

Client Engagement

presented by

Paul Tyers, CPA, CA

Financial Planner and Portfolio Manager

Paul Tyers – – a financial planner and portfolio manager who has led financial planning and wealth management businesses since 1987 – will examine client engagement. Surveys confirm that your best clients want your advice and involvement in their wealth management. He will demonstrate how to successfully incorporate financial planning and wealth management as value-added services to your accounting practice.

 

Speakers Bio:

 

Paul Tyers is the Managing Director of Wealth Stewards Inc., a boutique wealth management firm based in Toronto, which he began in 2008. In 2013, the Wealth Stewards’ team was honoured with the distinguished ELITE Advisor award. In 2015, it was runner-up for “the Americas” in the Global Financial Planning Awards contest.

Since 2003, Paul has worked tirelessly for Canadian CPAs to directly engage in their clients’ financial planning and wealth management. Paul is an author, former columnist for The Bottom Line and volunteers at various organizations including LeaderImpact, a global leadership organization for entrepreneurs.

AND

What Accountants Need to Know About Pension Plans

presented by

Jean-Pierre A. Laporte

Chief Executive Officer at INTEGRIS Pension Management

Jean-Pierre A. Laporte – Chief Executive Officer at INTEGRIS Pension Management – will speak about what accountants need to know about Personal Pension Plans.

 

Speakers Bio

 

Jean-Pierre A. Laporte founded INTEGRIS Pension Management with the intent of providing better solutions for investors looking to minimize taxes while protecting their assets. He worked over the past decade as a pension lawyer for a number of prestigious firms in Toronto such as Osler, Hoskin & Harcourt LLP, Bennett Jones LLP and Fasken Martineau LLP. He has dedicated himself to improving pension legislation and is often called as an expert witness on pension matters before the House of Commons Standing Committee on Finance. He has written a number of seminal articles on pension reform, most notably, on expanding the Canada Pension Plan. He was educated at the University of Toronto, Osgoode Hall Law School and the Institut d’Etudes Politiques de Paris.

In recognition of his various contributions to the development of new forms of retirement savings plans, Jean-Pierre was awarded the Queen Elizabeth II Diamond Jubilee Medal in October 2012.

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