Warren Goldblum, CFA, FRM®, CAIA, MBA

Rhentis industry-leading marketing automation and leasing platform streamlines the listing-lead-lease process. Trusted by thousands of residential rental owner-operators, property managers, real estate agents, and landlords across Canada. Questions about Rhenti? Reach out: contact@rhenti.com

LumiQ is a native podcast app where engaging conversations with business leaders count as verified CPD/CPE for CPAs. With a slick mobile app, automatic compliance tracking and new episodes weekly, LumiQ has made professional education for CPAs something its never been before; enjoyable. Some of our guests include: Alan Shim (CFO of Slack), Colleen Johnston (Fmr. CFO of TD), Jim Balsillie (Founder of Blackberry), Brain Jones (Head of Product, MS Excel), William Tunstall-Pedoe (Inventor of Amazon Alexa) and hundreds of other successful professionals. We’ve found compliance has often been a task dreaded by CPAs. LumiQ makes it easy to earn CPD/CPE from anywhere with options that fit into a CPAs busy schedule. Our mobile app and web player allow for listening on the commute, at the gym, folding laundry, or walking the dog. Learn more and get 5 free hours of verifiable CPD/CPE: https://cutt.ly/oTRjbMV

Luminari used to be a career management platform for CPAs. Now, weve shifted our focus to our flagship product; LumiQ - our CPD podcast app. LumiQ is a mobile app where you get to listen to successful business leaders and earn verifiable CPD on your commute, at the gym or folding laundry. With new episodes every week, a slick app interface, and automatic CPD tracking, weve made CPD something its never been before: enjoyable. Learn more @ www.lumiqlearn.com

Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.

Rhentis industry-leading marketing automation and leasing platform streamlines the listing-lead-lease process. Trusted by thousands of residential rental owner-operators, property managers, real estate agents, and landlords across Canada. Questions about Rhenti? Reach out: contact@rhenti.com

Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm since 1923, Odlum Brown is committed to acting in clients’ best interests – always. Through disciplined investment advice, objective research and value-added financial planning services, the firm offers an exceptional full-service experience to grow and preserve clients’ wealth for the long term. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 charitable organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most AdmiredTM Corporate Cultures since 2017. With six locations, 370 team members and over $18 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.

At CG Wealth Management, we take a purposefully different approach to wealth management. We saw an opportunity to build a highly personalized wealth management firm that meets the unique needs of high-net-worth Canadians better than anyone in the country.  Our global footprint, boutique culture and industry-leading resources and specialists allow us to deliver customized client solutions that aim to provide better outcomes and an unmatched client experience. It is a privilege to advise some of Canada’s most influential individuals and families. To meet these clients’ unique needs, our industrys leading advisors leverage CG’s vast resources, including wealth management and planning capabilities, investment specialists, technology, and global research. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corporation, Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance and estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

LumiQ is a native podcast app where engaging conversations with business leaders count as verified CPD/CPE for CPAs. With a slick mobile app, automatic compliance tracking and new episodes weekly, LumiQ has made professional education for CPAs something its never been before; enjoyable. Some of our guests include: Alan Shim (CFO of Slack), Colleen Johnston (Fmr. CFO of TD), Jim Balsillie (Founder of Blackberry), Brain Jones (Head of Product, MS Excel), William Tunstall-Pedoe (Inventor of Amazon Alexa) and hundreds of other successful professionals. We’ve found compliance has often been a task dreaded by CPAs. LumiQ makes it easy to earn CPD/CPE from anywhere with options that fit into a CPAs busy schedule. Our mobile app and web player allow for listening on the commute, at the gym, folding laundry, or walking the dog. Learn more and get 5 free hours of verifiable CPD/CPE: https://cutt.ly/oTRjbMV