2018 Professional Advisor's Event - Presented by Niagara Golden Horseshoe & W.W. CAGP Chapters

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Event Info

CAGP Niagara Golden Horseshoe and Wellington Waterloo Chapters are co-hosting an event for professional advisor's and fundraisers. 

Join us for a lunch 'n' learn and hear from our keynote speaker and a panel of experts who will share experiences in philanthropy, the importance of multigenerational wealth transfer, legacy giving, tax strategies, women and philathropy, and community engagement. 


Keynote Speaker:

  • Jennifer Button, Head, Philanthropic Advisory Services at RBC Wealth Management

Moderator:

  • Paul C. Nazareth, Vice-President, Education & Development at Canadian Association of Gift Planners

Panelists:

  • Trevor Cooper, Vice-President & Director, Wealth Advisor at Cooper Wealth Management of RBC Dominion Securities
  • Joanne Goodrich, Vice-President, Associate Portfolio Manager & Wealth Advisor at Goodrich, Livingstone Wealth Management of RBC Dominion Securities
  • Nick Mastroluisi, Partner at Pettinelli Mastroluisi LLP
  • Joan Cosby, Planned Giving Consultant at The Donor Motivation Program

Sponsored By:

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When

30 October, 11:30am to 30 October, 1:30pm

Where

1185 York Blvd
Rock Garden
Waterdown,  Ontario  L0R 2H9 Canada

Contact

cagpgoldenhorseshoe@gmail.com