Thinking Outside the Box - How to Grow Your Client Base
MBOT in partnership with CPA Ontario is pleased to invite you to an exciting breakfast where they will discuss the path to the new designation, including mentorship, practical work experience requirements (PPR vs EVR) and any additional resources CPA Ontario has to offer members and students.
Ryan Riback is an Investment Advisor with RBC Dominion Securities in midtown Toronto. Ryan has built his successful practice from the ground up by drawing from the wealth of knowledge among his peers to tackle his client’s priorities, demands, and fears. He has developed proven strategies to identify his desired audience and build strong, mutually beneficial relationships with his clients. Growing up in an entrepreneurial family and working alongside his father, Ryan has extensive knowledge and hands-on experience in running a smart business and turning rejection into success. This insight has allowed him to better understand how to help business owners build wealth, minimize taxation, and implement key strategies that can convert a prosperous business into a financially rewarding retirement.
8:00 a.m. to 8:30 a.m. | Registration & Breakfast
8:30 a.m. to 9:00 a.m. | Keynote
9:00 a.m. to 10:00 a.m. l Workshop
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