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2008 PD Brochure is Out!
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Updated Events
Members' Misummer Meeting -
Advisory Services
Aug 14, Best Western Inn Burlington
Practice Management Tour
- Wealth Management
Sept. 15 - London Area
Sept. 16 - Niagara Area
Sept. 18 - GTA West
Sept. 19 - GTA East
Sept. 25 - Ottawa Area
"Shift Happens"
2020 Canada Members National Conference
Nottawasaga Inn, Alliston
October 24-26, 2008
We have added an additional day to the conference dedicated to Implementing Wealth Management, plus Dinner Friday evening with special guest speaker,
Terry Kelly from Halifax, Nova Scotia.
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Welcome to our newest
2020 Members
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Gordon Sedgwick, CFP, CA
Randolph M. Post, CA
Steve W.
Hogg, HBA, CA
Karen Attwood, CGA
David Holmes, CA,CBV
Deborah
Quigley, CGA, CFP
Laura Richens, CMA
Joel Rumney,
CA
Sedwick
Post & Hogg LLP, Midland, ON
Sheila Brown, CA
Toby Guaysomin, CA
Sheila Brown, Chartered Accountants
Richmond Hill, ON
Peter Martens, CA
Research Claims Management
Mississauga, ON
I. Paul Komarnycki, MBA, CMA
Jamesbridge Tax Accountants
Etobicoke, ON
Peter Jarvis, CA
Ray Ryan, CA, CFP
John Sully, CA
Robin Post, CMA, CFF
Gordon Jackson, CGA
Burzin Barucha, CPA
Jarvis Ryan Associates
Mississauga, ON
Mark Holton
Dynamic Taxation & Training Services
Terrigal, NSW, Australia
Glenn Lott
Lott Accounting
Markham, ON
LLoyd Lindsay, CA, CMC
Mississauga, ON
Joe Tavana, CA
Toronto, ON
Heli Doggett, CA
Thunder Bay, ON
Harkirat Bajaj, CA
Mississauga, ON
Fred Watkin, CA
Watkin & Associates,
Brampton, ON
Larry Wormald, CA
Larry Masse, CA, CFP
Bill Keen, CA, CFP
Mike Lopinski, CA
Art Lopinski, CA
Greg de Prinse, CA
Kevin Burtch, CA
Todd Zavitz, CA
Mitch Berard, CGA
Al Jovaisas, CA
Andrew
Henkenhaf, CA
Angie
Greenwood, CA
Joe
Fletcher, CA
Dan
DiGirolamo, CA
Steve
Sakes, CA
Mike
Healy
Stefano
DiPietro, CA
Brad
Stark, CA
Lisa
Showkenik
Alison
Danko, CA
Chris
Shearer, CA
Mike
Dale, CA
David
Masse
Krysta
Tonkonoh
Wormald Masse Keen Lopinski LLP
St. Catharines, ON
As always, tell your colleagues and accounting friends about 2020 Canada and the benefits of membership.
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 The
Canadian Innovator |
| Greetings!
Wealth Management for CAs
to take root in Ontario!
In Mr. Mills' speech during the AGM, he said,
"We are also going to make an effort to clear up confusion among our members as to what is and is not allowed under Rule 216. Currently, there are firms that have put into place structures that allow them to offer wealth management services in ways that keep them within the parameters laid out by Rule 216.
To help clarify things for our members, the Institute will issue communications on what is and isn't acceptable under Rule 216, likely as a question and answer document on our website and through other communication vehicles."
Following the meeting, Mr. Brian Hunt advised Paul that the Institute would work with him to finalise an approved model.
While it has taken some 7 years to plant the seeds, CAs as a group will be able to reap the benefit of Paul's hard work. 2020 Canada had already planned a Wealth Management Tour in September in 5 centres around the province to present the business model and how to develop this service in your practice. We have also added another full day to our National Conference to focus on Wealth Management Implementation. More on those seminars and the conference next month.
We are presenting another Members' Morning on Moving to Advisory Services as we have the opportunity to have Richard Walters, founder of Harris Walters UK speak on developing advisory services.
As always, we have a new inspirational movie for you. This month it is entitled:
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Members' Midsummer Meeting
Moving to Advisory Services
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August 14, 2008
1:00 pm to 4:30 pm
Best Western Burlington Inn & Suites
2412 Queensway Drive, Burlington
Richard Walters FCA, founder of Harris Walters - one of the UK's leading authorities on strategic planning for SME's and accountancy practices Moving To Advisory Services
Louis Sapi, CA, Hinchcliffe Sapi LLP CAs, Mississauga
Charger Consulting Services
David Cunningham, CA, Cunningham & Associates LLP, North York
Client Audits - Discovering Advisory Potential
within your own Clients
3 PD Hours
$105 for the event
E-mail me to register or send regrets (as you know I am going to call you anyway.) |
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Technology Tip -
Wireless Broadband USB
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Enjoy the freedom to work when you want, where you want, with the
Novatel Wireless U720 USB modem from Bell. Whether you are at the Client's, on the road or at the cottage, using your familiar USB
port, get quick and easy wireless laptop connectivity from practically
anywhere on the high speed mobile network from Bell. Connect to your
company Intranet, retrieve emails, or send large attachments at
broadband-like speeds.
Contracts start at $49 per month with Bell but check other providers for similar products and their plans.
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Our website is taking a little longer than planned to bring live but hopefully it will be available in the next week or so. It will have a whole new clean, look and it will be much easier to navigate, to review information as well as sign up for our professional development programs and PD Hour packages.
Sincerely,
Peggy Tyers
2020 Canada
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