Private Wealth

7:30 am to 8:00 am – Registration and Breakfast
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8:00 am to 8:40 am -  Lisa Gray
The 25/75 equation, the misalignment of asset protection planning & working with single of Multi Family Offices
With the increasing focus on asset protection by both family clients of wealth and their advisers, a critical element is being missed: that of the true assets we are attempting to protect! Today, advisers and their family clients are missing the mark. This presentation defines the 25/75 equation and shows what can happen when the focus of asset protection only considers 25 percent of the family’s wealth.
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8:45 am to 9:25 am -  Phil Ackers
A Client Discussion in 2010
This presentation focuses primarily on the factors that drive client behaviour and retention, as well as ways to help identify, create and articulate the true value that you bring to a client in 2010.
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9:30 am to 10:10 am -  Alain Doucet et France Leclerc
Revenus de placements étrangers
• Revenu d’intérêts provenant de sociétés américaines
• Revenu de dividendes de sociétés américaines
• Gain/perte en capital sur bien étranger
• Taux de change et impacts sur la fiscalité des placements étrangers
• Déclaration annuelle des biens étrangers
• Droits successoraux américains
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10:15 am to 10:30 am -  Break
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10:30 am to 11:10 am – Jay Welsford
Thinking outside the box
Wealth management topics abound as the old adage says, genius is 99% execution 1% idea generation.
There is an incredible convergence of services offered by accounting firms, and traditional HNW asset managers. What does this mean for the advisor in a traditional investment counsel relationship to integrate wealth planning topics and ensure they get executed.
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11:15 am to 12:00 pm- Louis Jolicoeur
Éthique et déontologie en gestion privée 
• Limites et difficultés de la démarche éthique
• Définition du concept de l’éthique
• Dilemmes d’ordre éthique
• L’éthique et la confiance
• Les normes déontologiques de l’IQPF
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12:00 pm to 1:45 pm – Luncheon with Beverly Flaxington
Communication tools to increase client retention and loyalty
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