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Financial Planning Seminars
Where have CFP professionals presented?

Alliance of Independent Professionals, Toronto, ON
International Association of Business Communicators, Toronto, ON
GXS Inc., Mississauga, ON
Ontario Ministry of Finance, Toronto, ON
Canadian Food Inspection Agency, Downsview, ON
Worlds Biggest Book Store, Toronto, ON
Metro Toronto Reference Library, Toronto, ON
Canada Customs and Revenue Agency, North York, ON
Wellington County Clerk & Treasurers Association, Pike Lake, ON
Biovail Corporation, Toronto, ON / Scarborough, ON
Northwater Capital, Toronto, ON


Testimonials:

I found that having a three-prong approach to the presentation (Peter Andreana, CFP, + Heather Mills, FPSC + a representative from Ceridian, Northwater’s EAP provider) made for an informative and dynamic session. The session has proven to be a great intro to the topic of financial planning for our employees which I thinkwill lead to further events/sessions.
—Event Organizer, Northwater Capital Management, Inc.

"The feedback on the financial planning component of the last seminar was overwhelmingly positive. The handouts, quality of presenter, visuals, range of topic — all received high marks. I cannot think of anything they wanted to change. People in my office are still talking about the FPSC/CFP seminar, so you must have had an impact."
—Event Organizer, Canada Customs and Revenue Agency

"The feedback response from the audience we received about the CFP professional's presentation was very positive. Thank you for providing us with the planner. I will let my successor know to keep him on our speaker list for future events."
—Event Organizer, Toronto Reference Library

"Thank you very much for allowing us the pleasure of having a CFP professional speak at our offices. The feedback was positive and much appreciated. He was an excellent speaker, very knowledgeable, informative and came with lots of information that kept the interest with our staff. I will definitely consider calling on him in the future for other initiatives that we may take on."
—Event Organizer, Canada Food Inspection Agency
 
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