James Fraser

Co-founder and COO of Planworth

Biography

James is co-founder and COO of Planworth. He is a tax lawyer who has written and spoken on various Canadian tax and legal issues. JD – University of Toronto, Faculty of Law. Honours BA – Huron University College, Western University

All sessions by James Fraser

The Bigger Picture – Planning for Financial Wellness Up & Down the Wealth-Complexity Curve

28 Sep 2022

3:05 pm - 4:05 pm

Breakout Session: Technology Solutions for the Trusted Advisors

29 Sep 2022

2:05 pm - 3:05 pm

Morrice Room

20th ANNUAL IAFP SYMPOSIUM

September 28 – October 1, 2022

SYMPOSIUM

Join us for the full event

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $300

Members: $795.00 plus tax
Non-Members: $995.00 plus tax

REGULAR PRICE:

Members: $1,095.00 plus tax
Non-Members: $1,295.00 plus tax

MEMBER REGISTRATION

NON-MEMBER REGISTRATION

SNEAK A PEEK

Can’t commit to the full event?
You can register for the first day and Sneak a Peak at our live event.

Price: $150.00 plus tax

MEMBER REGISTRATION

NON-MEMBER REGISTRATION

VIRTUAL EVENT

To accommodate people not yet ready to travel, we will be live streaming our Symposium.

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $100

Members: $395.00 plus tax
Non-Members: $495.00 plus tax

REGULAR PRICE:

Members: $495.00 plus tax
Non-Members: $595 plus tax

MEMBER REGISTRATION

NON-MEMBER REGISTRATION