Connect with like-minded peers • Revolutionize your practice • Earn Industry CE
You are invited to attend the 2018 Canadian One Day Conference, “Prepared.”
The Kingdom Advisors Canadian One Day Conference is the premier event for Christian financial professionals in Canada to connect, grow, and worship with other like-minded peers and industry leaders.
Like-minded peers will gather to hear industry veterans who are committed to preparing you to go deeper with your clients than ever before. Learn best practices in biblical financial advice, earn continuing education credit, discover partnerships with vendors who are ready to serve you, and build new relationships.
Like-minded professionals coming together to encourage each other in real and meaningful ways ... I cannot recommend this conference enough. Ruby Lougheed Yawney, Manulife Securities Inc, Lougheed Financial Planning, Sudbury, ON
Exciting to hear how Christian financial professionals seek to establish their counsel on the foundation of biblical principles. Henna Rintala, Lougheed Financial Planning, Sudbury, ON
These are the most valuable CE hours I obtain in the year. I wouldn’t miss it. Tim Jenkins, Trinity Family Wealth Advisors, Peterborough, ON
The one day event provides practical advice to implement biblical wisdom into my practice and ministry. Trevor Chew, Legacy Financial, Scarborough, ON
The conferences have helped me to see myself as being in full-time Christian ministry... as a minister of finance. Ian Cubitt, Business Transition Coach, Mount Forest, ON
Discussing God’s principles of finance with my industry colleagues is one of most refreshing days I spend each year! Brian Evans, Evans Financial Services, Uxbridge, ON
This event was the catalyst that launched me into the CKA designation core training...and the training has fundamentally changed the conversations I have with clients and increased my sense of professional value and significance in this calling to help others w/ their plans and their life. Kingdom impact! James Bilcox, SunLife, Calgary, AB
Kingdom Advisors was life changing for me! The principles of biblical content are critically needed in all aspects of the financial services industry. Thomas Caulfield, Fidelity, Calgary AB
When I attended the One Day conference last year, I felt like I had found a group of like-minded financial professionals that would help me integrate pursuit of godly hearts in my clients. Cheryl Abbot, Bloom Finance, Langley, BC
Mississauga, ON Canada September 25, 2018
Mitch Anthony Advisor Insights, Inc.
Ron Blue Kingdom Advisors
Jeff Chapman Covenant Family Wealth Advisors
TIm Jenkins Trinity Family Wealth Advisors
Jonathan Lewis Eastport Financial Group
Lorne Robinson Kingdom Advisors
Brad Smith Investment Planning Counsel
Be reminded of God's desire for you and for your clients to follow Him wholly.
Be equipped with practical how-tos from industry experts.
Hear how others have followed calling and experienced transformation in their work
Spend time with like-minded peers within your industry
Learn how to implement Kingdom vision as you deepen client relationships
Lead clients to confidence, contentment, and effective communication within the family in financial matters
9:00 – 10:15
Morning Session (Ron Blue)
10:35 – 12:15
Late Morning Session (Mitch Anthony; Advisor Panel)
12:15 – 1:30
1:30 – 2:30
Afternoon Session (Breakout Sessions; Mitch Anthony & Brad Smith)
3:00 – 5:00
Final Session (Lorne Robinson; Advisor Testimony; Brad Smith)
The City Church of Mississauga 2700 Argentia Rd Mississauga, ON L5N 5V4
Mitch Anthony is the Founder and President of Advisor Insights Inc. (the parent company of MitchAnthony.com, The Financial Life Planning Institute, PracticeTools.net, NewRetirementality.com, and Insights Press). For more than a decade, Mitch has consulted with many of the most-recognizable names in the financial services industry on both financial life planning and relationship development.
Ron Blue holds a BS and an MBA from Indiana University in Bloomington, IN. In 1979, he founded Ronald Blue & Company - now Ronald Blue Trust, the largest Christian financial planning firm in the country. He has authored eighteen books, including Master Your Money,The Complete Guide to Faith Based Family Finances, and Surviving Financial Meltdown. Ron is currently Founding Director of Kingdom Advisors, a ministry that empowers Christian financial advisors who seek to integrate a biblical worldview into their counsel. He is married to Judy, and they have five children and thirteen grandchildren.
Family Wealth and Business Advisor
Covenant Family Wealth Advisors
Family Wealth and Business Advisor with Covenant Family Wealth Advisors, works alongside a team of professionals helping families overcome the challenges of businesses and wealth, with the vision of establishing living and lasting legacies that glorify God. Jeff and Covenant promote long range planning through specialization in both the technical and human elements of business and wealth succession planning, serving multigenerational stewardship objectives. Jeff is a CPA, CMA, CKA®, holds advanced certificates in family business and wealth advising and senior certification in The Birkman Method.
Trinity Family Wealth Advisors
Tim Jenkins is the Principal of Trinity Family Wealth Advisors, a Dealing Representative of Capstone Asset Management Inc., and a Certified Kingdom Advisor®. Trinity takes a holistic approach in guiding high net worth families to gain clarity, contentment, and freedom in regard to their various forms of wealth. Tim’s expertise is in understanding the needs of each family, co-ordinating a multi-disciplined team of specialists to create integrated solutions, and inspiring clients to enhance relationships, harmony & unity across multiple generations.
Eastport Financial Group
Jonathan Lewis is the President of Eastport Financial Group. Jonathan, husband to Sara and dedicated father of Madeline and Clara, fully embraces the values of family, community and philanthropy. He is personally involved with a number of charities and community-based pursuits, touching the lives of many through volunteering, fundraising and advocating. At the age of 34 he became the youngest Canadian “Top of the Table” qualifier in the history of MDRT. As a financial advisor, Jonathan has never settled for mediocrity and continuously challenges his clients to grow financially, professionally and personally. He brings his own unique energy to every meeting and prides himself on being as committed to his clients’ success as they are.
National Director for Canada
Lorne Robinson is the National Director for Kingdom Advisors in Canada. Lorne has more than 30 years experience including the role of financial planner and pastor. His passion is to inspire others to find their purpose and live out their calling through their work. With his knowledge of Biblical stewardship, he helps people find a deeper purpose in their financial dealings providing an eternal perspective. Lorne and his wife Cathy now live near Ottawa, Ontario and are proud parents and new grandparents.
Senior Wealth Advisor
Investment Planning Counsel
Brad Smith is a Senior Wealth Advisor with Advice First Wealth and Investment Planning Counsel®, and a Certified Kingdom Advisor®. Using his "Journey to Meaningful Significance" process, Brad leads his clients through a personal wealth management process that focuses on delineating life goals and personal values and creating a plan to reach those goals. Brad’s clients are encouraged to use their time, talent and treasures to make a lasting difference with their lives and in the lives of those around them. Brad works with his wife, Laurie, in their practice in Ontario, Canada.