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The National Aboriginal Trust Officers Association (NATOA) and co-host New Relationship Trust (NRT), is excited to announce a 1-day Indigenous Trust and Investment Workshop that will take place on September 20, 2016 at the Vancouver Marriott Pinnacle Downtown Hotel
in Vancouver, BC.


The Workshop is designed to provide an informative and interactive venue for all those involved with Aboriginal Trusts, including topics specific to Communities in British Columbia. Speakers and facilitators will represent Aboriginal Communities who will share their successes of how they have established, or in the process of establishing, and maintained prosperous Trust operations, and the steps they took to succeed. Corporate Industry presenters will also talk about how they effectively service and help these Communities succeed.






(PDF form to fill out and fax back or scan and email)

AGENDA AT-A-GLANCE (subject to change)

9:00 am – Welcome
9:15 am – First Nation Investment Opportunity – Michael Bonshor, CPA (CMA) and Ryan Smith, Terragenex – Ainchut Business Group and its partner Terra Genex Inc. This direct investment portfolio creates an exciting opportunity for First Nations to diversify their investment portfolio; in a new and attractive investment space generally not available to First Nations in Canada previously.
10:30 am – Networking Break
10:45 am – Gwa’sala-‘Nakwaxda’xw
12:00 pm – Lunch Break
1:00 pm – Investment Consultant – Roles & Responsibilities (Panel)
– Andrew Hoffman, CFA; Jeff Frketich, CFA; Jeff Harris, LLP; Don Woods, TD Bank

1:15 pm – Program Policies – Prophet River First Nation – How to develop and implement them.
2:30 pm – Networking Break
2:45 pm – Pooled vs Segregated – Lisa Caswell and Leanne Flett Kruger – Pros vs cons and when do you move them?
4:00 pm – Reception and Entertainment


A block of rooms have been reserved at the Coast Coal Harbour Hotel (beside the Vancouver Marriott Pinnacle Downtown Hotel).
Coast Coal Harbour Hotel
1180 West Hastings Street, Vancouver, BC V6E 4R5
Toll Free Reservation Line: 1-800-663-1144
Group Name: NATOA Room Block
Group Dates: September 19 – 20, 2016
Room Rates: Starting at $249.00 plus taxes & fees (17.5%)
Group Code: CCC-GFC5392
Please check back often for updates. We look forward to seeing you in Vancouver!


For more information, please contact NATOA:

Toll Free: 1-866-409-1315
Fax: 1-866-462-7648


Workshop Host:

NATOA is a national charitable organization that was established in 2006. We are dedicated to building knowledge about trusts and investments within Aboriginal communities to enhance the professionalism and accountability in the management of this important resource. We are committed to providing the Aboriginal Peoples of Turtle Island with the financial knowledge to ensure the seven generations yet unborn, have the ability to achieve their goals and dreams.  NATOA’s goal is to be a highly relevant resource for the Aboriginal Peoples in becoming a self-sustaining and vital economic communities.



nrtf_logo[1]Workshop Co-Host:

The New Relationship Trust (NRT) is an independent non-profit organization dedicated to strengthening First Nations in BC through capacity building. NRT invests in BC First Nations by supporting them in five key capacity development areas: Governance capacity, Education, Language & Culture, Youth & Elders, and Economic development.