Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Toronto


 Event Detail
Organized by: Chapter     
Event Title: Holiday Recognition Breakfast with Tom McCullough  Event Type: Seminar 
Date/Time
Start: 12/5/2019 End: 12/5/2019 Start Time: 8:00 AM End Time: 10:30AM
Description:




Please note: all attendees will receive a free copy of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.

Join us and kick off the holiday season while also celebrating fellow Toronto Chapter Members as part of our Holiday Recognition Breakfast. If you missed last year, you don't want to miss this year's event! 

Tom McCullough will do a deep dive into his new book "Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask", where he shares his view points gained from running a family office for many years. Tom McCullough is Chairman and CEO of Northwood Family Office. He has spent over 35 years in the wealth management/family office field.

We encourage you to bring along your friends and colleagues, to not only gain valuable insight, but to also celebrate the holiday season with your Advocis family. See you there!

 

 

 

UPCOMING EVENTS:

January 23 - Advanced Learning Breakfast - Jamie Golombek

February 5 - U5A5 - Program Series 

March 5 - Woman's Day Event

 
Agenda:

Agenda

7:30 AM – Registration and Breakfast

8:00 AM - Welcome and Sponsor Address

8:15 AM - Tom McCullough - deep dive into his new book "Wealth of Wisdom: The Top 50 QUestions Wealthy Families Ask"

9:45 AM - Member Awards and Recognition

10:30 AM - Closing Remarks and Adjournment

 
CE Credits: 1-2 
Speaker
Biography:
Tom McCullough 

Tom McCullough is Chairman and CEO of Northwood Family Office

Tom has spent over 35 years in the wealth management/family office field, initially in senior executive roles with RBC Wealth Management. Tom co-founded Northwood Family Office in 2003 and it has become one of the leaders in its field. Northwood has consistently been recognized as the ‘#1 independent family office in Canada’ by Euromoney in its global private banking survey.

Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management, and is a faculty member in Rotman’s Family Wealth Management program for families of wealth. He is also a Fellow of the Family Firm Institute (FFI) and holds an Advanced Certificate in Family Business Advising from FFI.

Tom holds an MBA from the Schulich School of Business at York University, as well as the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations, and is a registered Portfolio Manager. He is actively involved in a wide range of philanthropic and community activities, in Canada and the developing world. Tom is also the board chair of The Bentway Conservancy, a new 1.75 km urban public park and performance space underneath Toronto’s Gardiner Expressway.

 
Location Richmond Hill Country Club
8905 Bathurst Street
Richmond Hill, ON L4C 0H4
Contact Jannet Gibson

toronto@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date -> 10/1/2019  11/28/2019     
For Member: $40.00 $50.00 $   
For non-member: $40.00 $50.00 $