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Fee Model Solutions
Transition Workshop!
June 11 to 13, 2010 Niagara Falls, ON
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Fee Model Solutions
Transition Workshop!
September 25 to 27, 2010 Banff, AB
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Welcome to
To Fee or Not to Fee!
contact us: (613) 240-8308 | question@tofeeornottofee.com
Workshop Leader
Marc Lamontagne, CFP, R.F.P., FMA
Marc is the founder of To Fee or Not to Fee, author of To Fee or Not to Fee II - How to design a fee financial advisory firm, and a partner in Ottawa's largest fee-based and fee-for-service financial planning firm - Ryan Lamontagne Inc. With over 20 years in the financial services industry, Marc has a broad range of knowledge and experience in running a successful fee financial practice.
Guest Lecturers
Our guest lecturers do not present at every workshop
Richard Croft
With over three decades of securities experience, Mr. Croft is an investment counselor/portfolio manager, operating under the corporate name R. N. Croft Financial Group Inc. His company provides personal portfolio management and consulting services to individual investors, and Mr. Croft is a global portfolio manager focusing on risk-adjusted performance.
John DeGoey, CFP
John is a Vice President with Burgeonvest Bick Securities Limited. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada. A frequent commentator on financial matters, he has written for a number of media sources including Advisor’s Edge Report, Canadian MoneySaver, Morningstar.ca, the Globe and Mail and the National Post and has also made numerous appearances on a variety of television programs, including CBC’s Marketplace, Newsworld and The National, BNN, and Canada AM.
Lenore J. Davis, R.F.P., CFP, MA
Lenore Davis is a 23-year veteran of the financial
planning industry in Victoria and has recently been elected
President of the
Institute of Advanced Financial Planners. She learned her
profession while contracted with Mutual Life of Canada, working in
life and disability insurance, taxation and investing. Lenore
qualified as a Chartered Financial Planner and, in 1988, became a
partner in Dixon, Davis and Company. She was awarded the designation
of Registered Financial Planner in 1995 and Certified Financial
Planner in 1996.
Doug Nelson, B.Comm. (hons.), CFP, CLU, CIM
Doug has successfully transitioned his business from a "commission only" to what is primarily a "fee only" model. He was able to complete this transition over a 3 year period of time in such a way that his income continued to rise each year. Doug moved his business in this direction for three specific reasons: a) he wanted to create a stream of income that would be based on providing a consistent service rather than a specific type of product, b) he wanted his income / revenue to be consistent and resistant from the fluctuations of the stock market and c) he wanted to create an approach that would eliminate conflicts of interest with the client. Doug wanted to create a system whereby he could move clients into very defensive securities without this move affecting his income. Needless to say, when the market downturn arrived in 2008, Doug was ready. Doug's clients were invested defensively and so was Doug's business.
Doug is a top-rated industry speaker and author with the Knowledge Bureau. He is the author of Master Your Retirement: How To Fulfill Your Dreams with Peace of Mind. Doug is a regular contributor to local and National media which includes a 2009 interview on BNN.
Workshop Information
The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.
Recent Comments
-Andrew Rickard, CFP, freelance financial journalist
Email Updates
Keep in touch with our workshop and survey announcements.
Testimonials
“The workshop was very interactive and Marc was very open to clarifying questions and providing additional context."
-David Cusson, CFA, CIM, FCSI, Integral Wealth Securities Limited