your source to Aboriginal conferences and events




The National Aboriginal Trust Officers Association (NATOA) is excited to announce the 4th Annual Indigenous Trust and Investment Conference and Annual General Meeting that will take place at the Vancouver Marriott Pinnacle Downtown Hotel on June 1 & 2, 2017 in Vancouver, British Columbia.


NATOA is thrilled to host another successful Trust and Investment Conference. The 2-day event is designed to provide an informative and interactive venue for all those involved with Aboriginal Trusts. Speakers will represent both the Aboriginal Communities who have established, or in the process of establishing, and maintained successful Trust operations, and members of the Corporate Industry that effectively service these Communities.


The 2017 Trust and Investment Conference will be aimed at providing Aboriginal Communities with the comfort and confidence of making informed decisions for their Trust and Investment operations. Participants will have opportunities to:

  • Explore the Aboriginal Trust and Investment Industry
  • Develop an understanding of the background, evolution and complexities of Aboriginal Trusts
  • Learn how to identify your needs and those you may work with to help manage vital Community assets
  • Network and develop relationships among the nation’s leaders in the Trust Investment Community



Check out the Agenda by clicking this link.




Aboriginal Member* – $750
Aboriginal Non-Member – $900
Industry Member** – $1,200
Industry Non-Member – $1,700
Student*** – $450
Elder**** – $450


*A Trustee or Council who may or may not be Aboriginal
**A for-profit organization who is Aboriginal or non-Aboriginal
***Valid Student ID, under 25 years, student in a NATOA Member Community
****Age 60 and older with valid ID and a member of NATOA




• Reconciliation and Responsible Investing
• Lessons Learned in the Development and Implementation of Scholarship Program
• Indigenous Sharing Circle
• Financial Reporting
• Creating Sustainable Income for Your Community
• Evolving Your Investment Policy
• Sustainable Economic Development Through Trusts and Investments
• Trust Basics
• What to Expect from your Trust and Investment Providers
• Investment Basics
• Investment Strategies for Aboriginal Clients
• What to Expect from Your Trust and Investment Providers
• A Review of Equity Investment Styles in Canada
• Honouring Our 10-Year Members and Supporters
• Global Equities – The importance of Diversifying Portfolios Outside of Canada
• Education for Passive Investing
• Trust Budgets – How To Make Your Trust Work For You
• Investment Advance – Investing in Good Times
• Trials and Tribulations of Starting a Trust
• Trust Advanced
• The Manager Search Process – Finding “The Most Appropriate Firm” For Your Needs
• Youth Involvement – Your Community’s Future
• Honouring Our Students – Tony Shirt Award
• US Withholding Tax Presentation
• EDIP Sovereign Wealth Solutions – Growing Assets to Control Your Destiny
• Negotiations 101
• Managing Trust Investments that Reduce the Unknown and Better Produce Planned Outcomes
• Natural Resources – Indigenous Rights
• Collective Impact: Centering the Power of People




• Wyatt Arcand – NATOA
• Colin Aubrey – Jarislowsky Fraser Ltd.
• Jean-Philippe Bry – CI Institutional Investment
• Jason Campbell – Arete Development Group
• Spyro Carayannis – Guardian Capital
• Lisa Caswell – Letko Brasseau
• Peter Chapman – SHARE
• Alan J. Daxner – Barrantagh Investment Management
• Patty Francis – Mohawk Council of Akwesasne
• Jeff Frketich – Peace Hills Trust
• Robert G. Gill – Lincluden
• Norman G. Grdina – Reid Hurst Nagy Inc.
• Wendy Ham – Sumas First Nation
• Donald Herman – Jarislowsky Fraser Global Investment Management
• Andrew Hoffman – Leith Wheeler
• Brian Holland – Guardian Capital
• Jack Jamieson – TE Wealth
• Michael Job – Leith Wheeler
• Gary Kissack – Fogler Rubinoff LLP
• Gordon Larin – RBC Estate & Trust Services
• Jamie Lickers – Gowling WLG
• Melanie McDonald – BMO Trust Company
• Morry Howard – Pitblado Law
• Andrea Nemtin – Inspirit Foundation
• Max Reed – SKL Tax
• Colin Ripsman – Foyston, Gordon & Payne
• Mark Sevestre – NATOA
• Kathleen Smith – Squamish Nation
• Scott A. Smith – Gowling WLG
• Steve Smith – Beutel Goodman Private Client Group
• Sharon Stevenson – Peguis Treaty Land Entitlement (TLE) Trust
• Georgina Villeneuve – Peace Hills Trust
• Wayne Wilson – Lincluden Asset Management
• Don Woods – TD Bank




To be placed on our cancellation/waiting list, please call 1-866-409-1315 or email




Vancouver Marriott Downtown
1128 West Hastings Street
Vancouver, BC V6E 4R5

Reserve your hotel room online by clicking this link. Through this website you can book, modify or cancel your hotel reservations at any time.


SAVE 10% on Air Canada flights! To book your flight, please contact Roberto Molica-Lazzaro, Travel Manager at Flight Centre/Flight Centre Business Travel St Clair

Phone: (416) 323-9920
Toll Free: 1-855-329-3097
After hours emergency assist: 1-844-873-5491
Address: 1425 Yonge Street, Toronto, ON M4T 1Y7



For more information, please contact NATOA:
Toll Free: 1-866-409-1315
Fax: 1-866-462-7648





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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.