Testimonials

The return on investment impresses attendees.....

Marc has clearly put a great deal of time into studying the financial planning marketplace. His material is interesting, useful, and well presented. Any advisor who's thinking about incorporating fees into his or her practice should certainly invest in this seminar.

-Andrew Rickard, CFP, freelance financial journalist

Material was laid out well, very polished. Guest speakers provided great value. Marc, your years of Fee Based services offered great insight on strategy and challenges.

-Mike Harris, FSG Wealth Management

Concepts which can be integrated quickly into my practice and good ideas to help me determine which fee model is best for me.

-Bill Jory, CFP, Manulife Securities

The information presented in this workshop was quite extensive but it was also relevant and practical. It was presented in a well organized manner and in a logical sequence. I think that any conscientious financial services professional could benefit from this workshop, whatever their background, level of experience or business model. I certainly feel quite strongly that it was time and money well spent and I fully expect to incorporate several of the concepts and techniques from this seminar into my practice as it evolves. Very well done Marc!

-Mark Volkov, CFP, GIC Financial Services, Dundas Ontario

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

Clear presentation of fee options with back-up material that can be referenced later.

-Derek Dutka, CFP, Assante

The Fee Model Solutions workshop is well delivered and well researched. I really enjoyed the input from the other participants to hear their questions, concerns, and what works for them.

-Barb Malone, The Callery Group, Whitby

The workshop contained the content that I was hoping to receive such as a transition guide and fee information.

-G. McDonald, St. Catharines

The online resources.

-Erika Penner, CFP

I'm excited to learn about the possibility of earning income that's not sales oriented; volumes of information.

-Gillian Trojan, CFP, FDS, Armstrong & Quaile Associates Inc.

Practical applications for my firm which is in the set-up stage.

-Carol Laidlaw, BComm., CMA, Laidlaw Financial

Learn how to charge for things that I wouldn't have thought of before.

-Alain Lanthier, CFP, Lanthier, Sauve & Associates

Focusing on the elements of a fee service and the opportunities it provides.

-Stephen Cock, B.A.(Hons), CFP, Craig & Taylor Associates