Connect with like-minded peers • Revolutionize your practice • Earn Industry CE
You are invited to attend the 2019 Canadian One Day Conference, “Disrupt.”
The Kingdom Advisors Canadian One Day Conference is the premier event for Christian financial professionals in Canada to connect, grow, and worship with their peers and other 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 November 5, 2019
Mitch Anthony Advisor Insights Inc.
Brian Barsness Kindred Credit Union
Jeff Chapman Covenant Family Wealth Advisors
John Cortines Generous Giving
Ian Cubitt Business Transition Coach
Leander Dueck Beyond Wealth Management
Ruby Lougheed Yawney Manulife Securities
Lorne Robinson Kingdom Advisors
Abe Toews Advocis
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 their 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 family communication in financial matters
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch and Steve Sanduski co-founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.
Director, Investment Services
Kindred Credit Union
Brian Barsness is the Director, Investment Services with Kindred Credit Union, a financial services cooperative dedicated to its purpose to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.
Brian is a recognized investment and wealth management leader with over 25 years of industry experience, including a specialty in socially responsible investing (SRI). Prior to joining Kindred in 2012, Brian was Vice President Sales, Eastern Canada at Otrade Financial Group (now Aviso Wealth) and Vice President Sales and Operations with Meritas SRI Funds, Canada's first faith inspired mutual fund company, where he was instrumental in the development and distribution of their SRI mutual funds across Canada. Brian also worked for World Vision Canada earlier in his career. Under Brian's leadership, Kindred launched the Oiko credit Global Impact GIC and developed Canada's first SRI GIC through a values-based process and a best-in-class social and environmental screening approach to lending decisions.
Brian is a past board member and treasurer of the Responsible Investment Association. A Certified Kingdom Advisor®, Brian leads a local Kingdom Advisors study group. He holds a Bachelor of Commerce degree from the University of Calgary and the Canadian Investment Manager designation. Brian lives in Waterloo Region with his wife and two children, where they attend Creekside Church.
As a passionate entrepreneur, John has worked in the B2B software industry for more than fifteen years and has extensive experience as a software as a service CEO building Intrafinity, CivicLive, Talentova, and SharpSchool.
John has been recognized with numerous entrepreneurial awards including the Ernst & Young Entrepreneur of the Year, National Research Council’s National Innovation Leader Award, and BDC’s Young Entrepreneur of the Year Award.
In 2015, John sold Intrafinity to SchoolMessenger and then led a global technology team serving over 100 Million parents and students in the U.S. and Canada.
Today, John spends time mentoring, investing and building new businesses with emerging entrepreneurs.
John and his wife Faith have been involved with Matthew House (a refugee reception centre), YSM’s Evergreen Youth Drop-in Centre, and their local church.
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.
Chief Operating Officer
John Cortines is chief operating officer at Generous Giving, with responsibility for internal strategy and operations in sharing the biblical message of generosity. A native of Texas, John began his career as a petroleum engineer, spending time everywhere from the sand dunes of Saudi Arabia to the offshore platforms of the Gulf of Mexico. While studying at Harvard Business School, he began a journey of discovery on the intersection of faith and wealth, which culminated in a decision to leave behind a lucrative post-MBA job to work, speak, and write full-time on generosity. His most recent book is "True Riches: What Jesus Really Said About Money and Your Heart," while his first book is "God and Money." Greg Baumer is the co-author of both books.
John's greatest blessing in life comes from being married to his beautiful and gracious wife, Megan, and sharing in the joy of their three young children, Jack, Anna, and Lydia. John is a graduate of Harvard Business School (MBA, 2015), King Abdullah University of Science and Technology in Saudi Arabia (MS, Earth Science, 2011), and Texas A&M University (BS, Chemical Engineering, 2010).
Business Transition Coach
Most people struggle to see the link between their hearts and their money. If this isn't addressed it can lead to burn-out, apathy, or worse. In 2013, Ian and his wife unexpectedly embarked on a generosity adventure. Ian will describe both the practical and spiritual impact of their journey of generosity. Ian is a business transition coach, helping people to actively pursue purposeful direction in the midst of the complex emotions, relationships, and money when ownership and authority are changing. Ian is a Chartered Professional Accountant and the author of an upcoming book about intimacy with God.
Beyond Wealth Management
Leander Dueck is Principle Advisor and Founder of Beyond Wealth Management, and a Certified Kingdom Advisor®. After over 20 years of corporate experience positioned as Senior Vice President of one of Canada’s largest financial services companies, Leander changed direction to pursue his passion – helping Canada’s most successful families and business owners grow and protect their wealth, while also enabling them to leave a lasting legacy on the communities they serve. In his practice, Leander has found a calling to help countless families and organizations establish charitable foundations and maximize their donations to impact the world around them in the most positive and meaningful ways. Leander’s practice has included specialized work setting up foundations to maximize legacy impact. Personally, Leander has been married to his wife Angie for 32 years have years, has three kids - Courtney, Heidi, and Lance. Their firm is a strong supporter of the Miracle Channel and Springs Church.
Ruby Lougheed Yawney
Ruby is a highly trained professional with over 25 years of experience in helping people make wise decisions about their finances. Ruby graduated from Wilfrid Laurier University in Waterloo with an Honours Bachelor of Business Administration degree, double major in ﬁnance and accounting, minor in economics. Ruby is currently a Senior Financial Advisor at Manulife Securities Incorporated in Sudbury and has completed her Certified Financial Planner®, Certified Investment Manager, Fellow of the Canadian Securities Institute and Christian Financial Counsellor designations. She is also a Chartered Accountant.
Ruby is very involved in giving back to her community and has served in many leadership roles in several professional and charitable organizations. Because Ruby believes that wealth can be created by owning a business, she works passionately as an Ambassador with Opportunity International (part of Make Poverty History) helping to give the poorest of the poor a hand up instead of a handout by helping them to start and grow their own businesses.
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.
Abe is a Chartered Financial Consultant with Beyond Wealth Management in Regina specializing in business transition planning. He has been associated with Beyond Wealth since January 2012. Before that he was the President of his own firm, StoneCreek Financial Group started in 1999 after a 15 year career in agency management with Mutual Life of Canada and Great-West Life. He ended his management career as the Regional Director for South Saskatchewan with Great-West Life. He holds the CFP, CLU, CH.F.C., CHS and ICD.D designations. He is an active member of CALU, Kingdom Advisors, Canadian Association of Farm Advisors and the Institute of Corporate Directors. Abe is the Chair of the Advocis - The Financial Advisors Association of Canada board and has also served as the Vice Chair, Treasurer and Secretary of that board.