Join us on September 17th for Stewarding Stronger Relationships

This conference will take you beyond accounting and help you build connections that last

Islington Golf Club, Toronto | 8:00am -1:00pm

Register Now

Are you a CPA in public practice or recently retired but looking to stay involved in your practice, aiming to meet your client’s deepest priorities? If so, this conference is for you.

Integrating Wealth advisory and accounting
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Event Details

Where:
Islington Golf Club | 45 Riverbank Drive Toronto, ON M9A 5B8

When:
September 17th 2025 | 8am – 1pm*

* For those in our CPA Affiliate Program there will be an exclusive small group afternoon session from 1:00 - 5:00pm which will enable some additional hands on learning and deeper conversations.

How Much:

Individual Ticket: $99.00 (+HST). If two or more tickets are purchased the price drops to $50.00 (+HST) Per Ticket

Unlock exceptional client service and CPA compensation with expert insights from industry thought leaders.

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Learn a Proven Roadmap for Success

Learn time-tested strategies for identifying your clients core goals and helping achieve them, while meeting your compliance responsibilities.

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Connect with likeminded practitioners

Move beyond passive PD sessions. Engage in dynamic workshops and real-world case studies with other likeminded CPAs that can immediately and tangibly impact your practice.

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Deepen the Value of your Client Relationships

You’ll see a system that allows us to “Prosper Together”. This isn’t just another conference—it's your gateway to innovation, differentiation, and deeper connections.

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Earn 4 Hours of PD Credit

Walk away with a certificate for four hours of Professional Development credits and a lifetime value of new perspectives.

“This is a must conference for any CPA in public accounting considering how to meet your client’s top priorities.”

Adding Wealth Management along-side your current services is the key to providing better client engagement & value. Incredible event - engaging speakers, topics outside the box, great collaboration with colleagues. A hidden treasure. I can't wait to attend again this year!"

-Ted Pollock, CPA, CA

Learn from leading voices in the industry with a proven track record of success.

  • Understanding market fundamentals and how you can cut through the noise to understand what matters.

  • Integrating wealth management and addressing the priorities of affluent clients

  • What Do Clients Value More: Asking Great Questions or Giving Great Answers?

  • Valuation Strategies for Accountants in the M&A Landscape

  • Helping Clients Navigate Difficult Family Dynamics in Estate Planning

We know the job of a CPA has it's challenges. If these statements resonate with you, know that you are not alone and there are solutions.

Feeling Overworked?

Do you find yourself feeling like you’re jumping from deadline to deadline and too busy to find new solutions to old problems?

Struggling to Find the Right Support?

Are you finding it difficult to develop and retain the right support team around you?

Feeling Undervalued?

Perhaps you’re frustrated with feeling undervalued compared to other advisors and feel your value isn’t being reflected in your fees?

Are your Clients Top Priorities Being Met?

Do you see your clients top priorities and goals not being met by their other advisors yet are unsure how you might be able to help?

If you want to build a CPA practice based on trust and providing exceptional value to your clients while adding an additional recurring revenue source, then attending the 2025 Stewarding Stronger Connections Conference is your first step.

Register Today
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Take the first steps to revolutionizing your practice.

Set the stage for your future success in 2025 and beyond & turn your challenges into opportunities! We can’t wait to see you there.

  1. 1

    1. Register Today

  2. 2

    2. Attend the Conference on September 17th

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    3. Develop an actionable roadmap to offering wealth management and a new understanding on what value you can provide your clients

Frequently Asked Questions

If you are attending as an individual the fee to attend is $99.00 CAD (+HST)

If two or more tickets are purchased, the cost per ticket drops to $50.00 CAD (+HST)

You will discover how to address the top priorities of affluent Canadians, tackle deep estate concerns, what is actually required to help a client plan for retirement while maintaining their lifestyle. At the end of the conference, you will gain a greater understanding of how your role as a CPA can help meet your client’s priorities effectively and how you can overcome some of your greatest challenges.

Our attendees are established CPAs in public practice based in the greater Toronto area. As well as CPAs who have retired or are nearing-retirement looking for ways to stay connected with clients on their own terms while earning recurring revenue.

Business Casual

Absolutely! We will be providing snacks and drinks throughout the day as well as a full lunch.

There is plenty of free parking available on site.

Yes! After attending you will earn a certificate for 4 hours of PD credit.

The conference will be at the Islington Golf and Country Club (45 Riverbank Drive Toronto, ON M9A 5B8) on September 17th from 8:00am - 1:00pm.

For those in our CPA Affiliate Program there will be an exclusive small group afternoon session from 1:00 - 5:00pm which will enable some deeper conversations.

If you have additional questions please reach out to Shelby Cockhill (scockhill@wealthstewards.ca) and she will be able to assist

Schedule an assessment with our team of experts