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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
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
Contact Our Travel Partners
Roman Masek
Merit Travel
Contact Info
Christabel Sundram
Convention Planner
Contact Info