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Excellence Redefined | May 17 - 20, 2022 | Québec City, Québec
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Harbourfront Wealth Management’s
8th Annual Leaders Forum
An exciting getaway at Fairmont Le Château Frontenac in Québec City, bringing together Shareholders, Advisors and their spouses or a close friend at Harbourfront Wealth Management for a time of relaxation, networking, industry knowledge, career growth, and celebrating success.
What To Expect from #LeadersForum2022
Prepare to be inspired by new idea creation, and fellow world-class leadership that understand your issues and opportunities. Strengthen the bonds of your high-value network and be sharpened by diverse, cutting-edge perspectives. Enjoy the beauty and success of those around you, leaving you refreshed as you step into a new chapter of your career.
High Value Networking
Leadership Development
Career Growth
Celebrating Success
List of Attendees
Danny Popescu & Mirjana Erceg Popescu
Lynn Stibbard
Mark J. Pinto
Frank Santelli & Cathy Chiappetta
Chris & Melinda Anderson
Ladan Shokrgozar
Kevin & Sarah Anseeuw
Tom Gilman & Tami Lee Duncan
Nicole Deters & Raymond Dagenais
Bill & Suzanne Richardson
Kelly & Kerri Hemmett
Nelson Mooney & Dawn Lane
Jason De Jean & Melanie Melo
Paul & Laura Green
Graham & Janet Roy
Kris & Tina Dureau
Todd & Deanna McLay
Frederick & Sweet Montilla
Travis & Karyn Forman
Martin & Carole Cloutier
Thomas Cook & Courtney Brown
Tutul Kundu & Rita Sinha
David & Donna Bertolli
Peter Szeto & Alisa Critch
John Paul Tantalo
Miro Svoboda
Erin Dall & Michael Dall
Tracey Lundell & Sue Bauer
Reinaldo & Lori Correia
Matt Whistance-Smith
Darrell & Carmen Smith
David Bruce & Brenda Davidson
Tyler Smith
Paul Marion
Morris & Ainsleigh Saad
Kerry Rizzo & Shirley McClelland
Alexander Norman
Ian Goodman
Adam Conconi
Colin Sabourin
Marc Sabourin
Adam Henry
Sarah & Douglas Mulder
David Wallin
David Harris
Bryson Dutzi
Nick Mancini
Chairmans Club Member
Event & Venue Details
Where To Be
Québec City, Québec
When To Come
May 17th - 20th, 2022
Where To Stay
Fairmont Le Château Frontenac
![Family Pool](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Family-Pool-768x512.jpg)
![Horse Drawn Carriage](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Horse-drawn-Carriage-768x512.jpg)
![Verchères](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Vercheres-768x512.jpg)
![Gold Suite Bedroom](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Gold-Suite-Bedroom-768x512.jpg)
![Dufferin Breakfast](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Dufferin-Breakfast-Crop-768x512.jpg)
![Jacques-Cartier Room](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Jacques-Cartier-Room-768x512.jpg)
![Frontenac Room](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Frontenac-Room-768x512.jpg)
![View - Fairmont Le Château Frontenac](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/View-Fairmont-Le-Chateau-Frontenac-768x512.jpg)
![1608 Wine & Cheese Bar Mixologist](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/1608-Wine-Cheese-Bar-Mixologist-768x512.jpg)
![Grand Staircase](https://www.harbourfrontwealth.com/wp-content/uploads/2022/04/Grand-Staircase-768x512.jpg)
Leaders Forum & Chairmans Club
Agendas
Leaders Forum is an event exclusive to all Harbourfront Wealth Shareholders. Chairmans Club is a qualifying event exclusive to Harbourfront Wealth Advisors. All Chairmans Club attendees will be attending Leaders Forum as well.
May 17th
Joined by Chairman’s Club members
Dinner attire: smart casual
Transportation provided, meet at lobby at 6:30
May 18th
Harbourfront Advisors and head office personnel only.
– 9:00 – 9:10 – Welcome & Opening Remarks – Mark Pinto
– 9:10 – 10:10 – Firm Overview & Update – Danny Popescu
– 10:00 – 10:10 – Refreshment Break
– 10:30 – 11:00 – Financial Review – Lynn Stibbard
– 11:00 – 11:50 – IA Round Table
– 11:50 – 12:00 – Closing Remarks – Mark Pinto
Available to all attendees
Comfortable shoes and attire
All are invited
May 19th
Harbourfront Advisors and head office personnel only.
– 9:00 – 9:30 – Culture – The Unsung Hero – Mark Pinto
– 9:30 – 10:00 – Charitable Tax Planning Strategy & MFO Update – Paul Marion
– 10:00 – 10:20 – Refreshment Break
– 10:20 – 11:00 – Elevate – HFW High 5 Ladies Group
– 11:00 – 11:50 – IA Round Table
– 11:50 – 12:00 – Closing Remarks – Mark Pinto
See app for meeting time and location of your selected activity
Reception & Dinner, Awards, 2023 Destination Reveal
Business attire
May 20th
Transportation Provided to Airport
Optional Activities
Afternoon
Tea
Wine
& Cheese Pairing
Mixology
Cocktail Creation
Massage or Pedicure
at Strøm Spa
Historical Walking Tour
May 15th
Transportation Provided to Château Frontenac
Dinner attire: smart casual
May 16th
Meet in lobby at 8:45
Refreshment Breaks Included. Comfortable attire recommended
Leave from Parliament Building
For Chairman’s Club members and guests
Dinner attire: business casual
Meet in lobby at 6:30, Dinner at 7:00
Funicular to restaurant
May 17th
See app for meeting time and location of your selected activity
Joined by Leaders Forum Attendees
Dinner attire: smart casual
Transportation provided, meet at lobby at 6:30
May 18th – 20th
Optional Activities
Afternoon
Tea
Cheese
& Wine Pairing
Mixology
Cocktail Creation
Massage or Pedicure
at Strøm Spa
Golf at La Tempête
Discover Québec City
Contact Us
Questions?
Contact Frank Santelli
Talk To Frank
905.319.8977 ext 2106