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Program Code:
390
Date:
Friday, April 25, 2008
Time:
9:00 AM to 10:15 AM
EST
SPEAKER
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Jonathan Neale is a Vice President and Branch Manager at Assante Wealth Management in Halifax. For twenty five years Jonathan managed his own financial planning practice, retiring two years ago to focus on branch management. He is a Chartered Financial Planner. Jonathan is a member of the board of the Greater Halifax VON, is treasurer of Soccer Nova Scotia and is Past-Chair of the CAGP-ACPDP™ Nova Scotia RoundTable.
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Jill is Director, Planned Giving at The Princess Margaret Hospital Foundation. Previously she spent 10 years as director of development for the Canadian Paraplegic Association Ontario Division and three years heading up planned giving at the Canadian Cancer Society’s Ontario Division. Jill is the Past Chair of the CAGP-ACPDP Greater Toronto Area RoundTable.
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Mr. Brad Offman, Mackenzie Financial Services Inc.
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As Director, Gifts & Donor Relations with The Calgary Foundation, Laily brings a wealth of knowledge from her extensive tenure in private, public, and charitable sectors. Laily joined the Foundation in August 2006 and was recruited to lead and manage the rapid & complex growth in the area of family & legacy philanthropy.
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2002 Advisors’ Edge Advisor of the Year, Malcolm Ross is the Founder and President of the Investaflex Financial Group. Malcolm’s keen understanding of the Canadian Tax System, as well as his specialised knowledge of insurance and financial products, has made him one of the most respected Financial Advisors in Canada.
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Description
This panel session will present successful models of relationships that are working between charities and advisors. It will discuss challenges faced by both and propose ways these two worlds can work better together, given the differences in their goals and definition of success. The session aims to provide practical ideas that both advisors and charities can implement.