Elevate 2026 is designed for CPAs who want to:

Take their client relationships and their practice to the next level

Further integrate wealth management services into their value proposition as a source of differentiation

Understand opportunities to collaborate with wealth management professionals

Stay ahead of emerging trends impacting your clients and practice

You will walk away with:

1
Practical strategies for identifying wealth management opportunities within your existing client base
2
A framework and tools to recognize when additional expertise may be needed based on life events and planning needs, and support more effective conversations.
3
Insights from CPA firms successfully integrating wealth management into their client experience
4
Actionable practice management and productivity ideas
5
New connections with like-minded CPAs

Learn from industry experts:

For CPAs by CPAs - This year over 50% of our speaker line-up are themselves CPAs

Market and economic trends impacting clients and investors
Business transition and legacy planning for business owner clients
Challenges and opportunities impacting small and mid-sized CPA firms
Estate planning conversations, common gaps and the role CPAs can play

How to identify financial planning opportunities through key life transitions
Integrated wealth management in practice: lessons from CPA firms already doing it successfully
Practical strategies for improving your firm’s efficiency and client outcomes

Stay tuned for the full agenda and speaker list, coming soon

Don’t just take it from us:

Hear directly from past attendees about the insights they gained, the conversations they valued most, and why they continue to participate.

Islington club 2

Event Details

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

When:
September 24th 2025 | 8am – 4pm (8hrs PD)

How Much:

$100 (+HST) per individual ticket
$50 (+HST) for two or more attendees from the same firm

Schedule an assessment with our team of experts