Schedule(day1)



Period of TimeRoom A - Keynote Presentations(day1)
Morning[ 10:30 - 11:10 ]
"2010 Economic Outlook "

Speaker: Alfred Chung

Alfred Chung
Director, Asian Services

Alfred Chung is the Director, Asian Services of TD Waterhouse Discount Brokerage. In his current role, he is responsible for the Asian business for Discount Brokerage nationally. Alfred has over 10 years of investment experience and has held different roles within TD Bank Financial Group. Before returning to Discount Brokerage, he was most recently a Branch Manager at TD Canada Trust.
 
Alfred received his Bachelor of Commerce degree from the University of Toronto in 1997 and his Master of Business Administration from the Schulich School of Business in 1999. He also holds the Chartered Financial Analyst and the Financial Risk Manager professional designations.
 

Company: TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. offers investment solutions for every investor through its TD Waterhouse Discount Brokerage, TD Waterhouse Financial Planning and TD Waterhouse Private Investment Advice divisions. With more than 270 locations across Canada and more than one million client accounts, TD Waterhouse Canada Inc. is a Canadian leader in wealth management. Our network of wealth management professionals is available to help investors create wealth, preserve and protect it, and pass it on to the generations that follow. TD Waterhouse Canada Inc. is committed to helping you reach your financial goals. Whether you choose our professional financial guidance and investment advice or decide to manage you own portfolio, you’ll find that we’re responsive to your needs, knowledgeable about the products and services we offer, and dedicated to providing the solution that’s right for you. With our full range of investment and wealth management services, TD Waterhouse Canada Inc. helps you make financial decisions with confidence. Additional information on all the wealth management services provided by TD Waterhouse Canada Inc. can be found at www.tdwaterhouse.ca or by calling 1-800-280-2022. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc.– Member CIPF.

[ 11:20 - 12:00 ]
"Bull Markets Climb A Wall Of Worry"

Speaker: Gerry Brockelsby

Gerry Brockelsby
President

Gerry’s career began more than thirty five years ago when he worked as a private fund manager at Canada Permanent Trust. He then went on to become Chief Investment Officer for the INCO Limited pension fund. Gerry’s broad experience and knowledge, together with his passion for investing, inspired him to establish Marquest Asset Management Inc.
 
Over the years, Gerry has gained the respect of his peers, advisors and clients. He has developed a reputation as a great communicator and has been sought out by leading business journals for his advice and insights on investment. He has been featured in the National Post and The Globe and Mail. In addition, he has appeared on Business News Network.
 
Recreationally, Gerry’s drive and passion manifest themselves on the golf course. He navigates the marketplace with the same focused enthusiasm.
 

Company: Marquest Asset Management Inc.

Marquest Asset Management Inc.

Marquest Asset Management Inc., founded in 1985 by Gerry Brockelsby, is a private investment company with a dedicated expertise in growth style investing. Everything we do is about the pursuit and achievement of exceptional results for our clients. Our success is based on the vigilance, persistence, and confidence to act upon our convictions. 

[ 12:10 - 12:50 ]
"The Post-Olympic Housing Market, Opportunities and Risks for Vancouver through 2010 and Beyond"

Speaker: Bryan Yu

Bryan Yu
Ecnomoist

Bryan Yu is Economist at the BC Real Estate Association (BCREA). Bryan's responsibilities include local and provincial market research, forecasting, and support of government relations and public policy. He also acts as a BCREA spokesperson on topics related to the regional economy and local housing markets. Prior to joining BCREA, Bryan was an analyst for Canada Mortgage and Housing Corporation in both Calgary and Vancouver. He has also spent time as a researcher in the field of immigration economics at Metropolis BC.

Bryan holds a master's degree in Economics from Simon Fraser University and a bachelor's degree from the University of Manitoba. Bryan also serves as Vice-President for the Association of Professional Economists of BC.
 
 

Company: BC Real Estate Association

BC Real Estate Association

Midday

Lunch

12:50-14:00


Afternoon[ 13:40 - 14:20 ]
"How to payoff your mortgage in half the time?"

Speaker: Henry Tse

Henry Tse
CA, MBA, CFP and AMP

Mr. Henry Tse is a chartered accountant with many responsibilities. In addition to being the CFO for two public companies in Canada, Henry also manages the business of Hantec Investment Holdings Limited as its chief delegate in Toronto, not to mention the fact that he founded North America’s first Chinese based investment training centre, iBrokerPower, for which he remains the chief instructor till this day.

Company: iBrokerPower Investment Training Center

iBrokerPower Investment Training Center

At iBrokerPower, our mission is to empower you with the knowledge, via state-of-the-art Internet tools, to help you achieve the goal of financial independence.
If you are fed up with the volatility of the market, tired of paying high commission for your trading, here is the right place for you.  iBrokerPower investment training center has a unique system of investment management that teaches you, step-by-step, how to master the principles and practice of successful on-line investment and achieve impressive results without the unnecessary expense of a broker.
Please attend our 2-hour free seminar to explore more!

[ 14:30 - 15:10 ]
"Strategic positioning of China in Global Gold Market"

Speaker: Jerry Xie

Jerry Xie
Executive Vice President

Mr. Xie is a professional engineer registered in Alberta and has 25 years of experience in the petro-chemical and oil-sand industry. Mr. Xie holds a Masters degree in Engineering from the Department of Mining in Beijing University of Science & Technology and a Masters degree of Engineering from University of Calgary, Alberta.

Company: Jinshan Gold Mines Inc.

Jinshan Gold Mines Inc.

Jinshan is a mining company whose principal property is the CSH Gold Mine. Jinshan began producing gold at the CSH Gold Mine in July 2007 and is actively advancing its portfolio of gold exploration properties in China. Jinshan's shares are listed on the TSX under the symbol "JIN".
 

[ 15:20 - 16:00 ]
"“Unlock the potential – filtering stocks with huge upside !” "

Speaker: Gilbert Chan

Gilbert Chan
VP Marketing & Project Development

Gilbert is responsible for the corporate development and marketing strategies for the company. His fields of expertise include resources, life sciences, and China-related industries. In addition, Gilbert has established a broad network of business relations within the financial and investment community. This network is exceptionally useful in progressing and strengthening the developments of the company. Mr. Chan holds a Bachelor of Applied Sciences degree in Metals & Materials Engineering from the University of British Columbia. He is also an active contributor to the Investor Relations industry, and is currently a member of the NIRI (National Investor Relations Institute).

Company: NAI 500 (NAI Interactive Ltd)

NAI 500 (NAI Interactive Ltd)

Please refer to the Organizer's section.

[ 16:10 - 16:50 ]
"Fundamental Indexing and Asset Allocation using ETFs"

Speaker: Vincent Mak

Vincent Mak
Regional Sales Associate

In his role as Regional Sales Associate at Claymore Investments Inc., Vincent focuses his sales efforts on both the Eastern and Western Canada sales territory. He is also responsible for developing Claymore’s presence through National marketing and education with brokerage firms across Canada. Vincent has worked in the financial services industry since 2000 and brings with him experience through previous roles at TD Bank and more recently, IA Clarington.

Company: Claymore Investments Inc.

Claymore Investments Inc.

Claymore Investments is an innovator in exchange-traded funds (ETFs), often leading its peers as the first-to-market provider of intelligent investment strategies. Claymore ETFs cover the Canadian, US, and Global core equity markets, sector strategies, dividend and income based strategies and fixed income based strategies.

Claymore ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the TSX, during normal trading hours. Claymore Investments, Inc. is the wholly-owned Canadian subsidiary of Claymore Group, Inc, a U.S. entity.

Night