December 3, 2019 Full Day Event
There will be seven topics covered during this event and in addition to hearing great speakers and topics, you will earn 9.0 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
3 Dec 2019, 8:30 AM
9 CPD hours
Please note that this is a full day event and will be held at the Weston Golf & Country Club. The structure of the event is as follows:
- Registration – 8:30 a.m. to 9:00 a.m.
1. Economic Update (9:00 a.m. to 10:00 a.m.)
Speaker: Matt Barasch, CFA of RBC Wealth Management
2. TBA (10:05 a.m. to 11:05 a.m.)
Speaker: Shawn Huelin of Discovernet
3. Choosing the Right Technology (11:10 a.m. to 12:10 p.m.)
What does it take to get ready to adopt technology – including finding the most suitable solution(s) for your company and how to decide which is the right one.Speaker: Claudia Mamros, PMP, MCBA of iCinfo
Lunch & Networking (12:15 p.m. to 1:15 p.m.)
4. TBA (1:15 p.m. to 2:15 p.m.)
Speaker: Adam McHenry, CFA of Manulife Securities Incorporated
5. TBA (2:20 p.m. to 3:20 p.m.)
Speaker: Sara Erskine, LL.B. of Rueters LLP
6.Technology Disruption: Shifting the Future of Your Firm with CaseWare (3:25 p.m. to 4:25 p.m.)
Ross Hampton, Head of Business Development, Americas, will talk with you about how the CaseWare solutions we are or may be currently using can get your firm moving in the right direction today, and how we will continue to develop and support you during this time of change.
Speaker: Ross Hampton, Head of Business Development - Americas of CaseWare
7. Director Liability Assessment (4:30 p.m. to 6:00 p.m.)
Speaker: Danny Ducas of Farber Tax Solutions
The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 9.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Matt has spent the bulk of his 17-year career advising retail and institutional investors on how to best position their portfolios through a very challenging investment landscape.
For 14-years, he was a member of RBC Dominion Securities Portfolio Advisory Group (PAG), first as a US Portfolio Advisor, then as a Canadian Portfolio Advisor and eventually as the head of the group. PAG is an internal think-tank within RBC Dominion Securities tasked with advising the ~1,500 RBC DS investment advisors on portfolio construction, individual stock recommendations, and the impact of macroeconomic and global affairs on Canada and the Canadian investment landscape.
In his role as Head of PAG, Matt served as Chair of the RBC Capital Markets Investment Strategy Committee, which among other things, sets the recommended asset mix for RBC Dominion Securities and manages the prestigious RBC Canadian Focus List, a 20 to 30 stock portfolio of Canadian stocks that is the oldest of its kind in Canada (30+ year history) and is widely followed by RBC Dominion Securities and its investment advisors.
For the past two-years, Matt served as Chief Canadian Strategist for RBC Capital Markets where he was tasked with providing RBC’s view on the Canadian equity market as well as contributing to the Firm’s view on the direction of the Canadian dollar, commodities and interest rate policy. In this role, in addition to continuing to serve as Chair of the Investment Strategy Committee, Matt advised instutional investors from the largest pension funds and mutual fund companies in Canada and the United States, as well as a trusted advisor to CIOs of some of Canada’s largest companies.
In his 14-years with PAG and 2-years with RBC CM, Matt was the featured speaker in over 300 client events for RBC DS advisors and their clients, a frequent guest on BNN and Bloomberg Television, and appeared in the pages of Fortune Magazine, the Globe and Mail, the Financial Post and many other publications.
In his five-years as Chair of the Investment Strategy Committee, Matt imparted his strong belief in the value of identifying good businesses with strong management teams, well-defended competitive advantages, long-term track records of compounding shareholder wealth and striking the proper balance between returning capital to shareholders through dividends and share buybacks and reinvesting in the business. This approach paid off as the Focus List generated a compounded annual total return of 13.2% over the period that Matt was Chair vs. 8.7% for the S&P/TSX, despite taking on significantly less risk than the broader market.
Matt was the most accurate forecaster of the S&P/TSX in 2017 amongst institutional forecasters, missing his year-end target of 16,300 by less than 1%. He turned decidedly more bearish toward the Canadian market in late 2017, earning the nickname – “the Bear of Bay Street”.
Matt has a Bachelor of Arts degree from the University of Buffalo, a Master Degree in Business from the Rotman School of Management at the University of Toronto and has been a CFA charterholder since 2004.
Danny Ducas is a Manager at Farber Tax Solutions and brings 35 years of CRA experience to our team. As a former CRA Collections Team Leader, Danny has honed his negotiation skills, enabling him to specialize in the resolution of large dollar accounts and highly complicated or nuanced issues. In this role, he supervised Collections Officers working on personal, corporate and trust accounts, and has received numerous national accolades from the Commissioner of the CRA.
At Farber Tax Solutions, Danny uses his extensive experience to advise clients on navigating difficult CRA Collections issues such as the removal of enforcement action, negotiating long-term payment arrangements, and resolving director liability and section 160/325 memo assessments.
Ross Hampton, Head of Business Development - Americas
With over 20 years of experience in the information technology and financial services industry, Ross Hampton, Head of Business Development - Americas, has successfully developed CaseWare solutions, specific to the needs of accountants, auditors and finance professionals for new and expanding markets. He is now responsible for developing and implementing growth opportunities and strategic alliances with CaseWare clients, members and other industry leaders in the American markets. Prior to joining CaseWare International, Ross served as Managing Director for CaseWare Africa, driving business development strategies and initiatives including product strategy and application engineering.
Shawn Huelin is the CEO and founder of Discovernet.
Discovernet's main focus is to make sure technology is an asset to your business, not a cost centre. For 20+ years, they have focused on application development and Security. Shawn brings a common sense sense business approach to help companys protect themselves their clients and their data.
Claudia Mamros, PMP, MCBA
President & CEO, iCinfo
As a business architect, Claudia Mamros specializes in helping companies formulate business automation solutions which control their most valuable asset – their information.
Her consultative approach began in 1999 with KPMG and has been honed with years of professional experience in helping organizations develop and implement systems to increase efficiency and profitability.
Claudia has experience in a variety of industries including automotive, aerospace, banking and financial, construction, professional services, non-profit, retail franchising, and municipal government.
Adam McHenry, CFA
Adam wants to live in a world where he can play golf daily, his coffee cup is always full and drivers wave in thanks when you let them merge.
As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at CIBC Wood Gundy and BMO Nesbitt Burns, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets.
Originally from London, Ontario, Adam grew up at the hockey rink and on the golf course. He had the unique experience of playing junior hockey for the Strathroy Rockets and the Elmira Sugar Kings. Like most recreational golfers, Adam is still finessing his golf game and finds that his early season rounds are usually his best of the year.
When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and newborn William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family. Adam and his family are residents of the Port Credit Neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.
Adam graduated from Wilfrid Laurier with a BA in economics and communications studies with Business Administration Option. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.
You can reach Adam at (416) 901-6500 or adam.McHenry@manulifesecurities.ca.