b'MESSAGE FROM THE CHAIRtime scanning name tags and seeking out individuals with whom IJe me souviens de ma premire confrenceVancouver, entour had previously only communicated by phone. It is remarkable tode visages inconnus. Je scrutais les badges et cherchais les reflect on how, years later, I continue to seek out many of those samepersonnes avec qui javais seulement parl au tlphone. Des individuals, as well as new connections I have made over the years.annes plus tard, je recherche encore ces mmes personnes et les For me, this experience truly feels like a homecoming. This is thenouvelles rencontres faites depuis. Cette exprience ressembleun strength of the CERC community! retour aux sources. Voil la force de la communaut CERC !One key piece of advice I would share is to fully embrace everyMon conseil principal : saisissez chaque opportunit. Visitez le opportunity available to you. Attend the tradeshow, participate insalon professionnel, participez aux sessions et engagez-vous dans les sessions, and engage in social events. And I strongly encourage youvnements sociaux. Partagez linformation sur la confrence avec to connect with your personal and professional networks to spreadvos rseaux personnels et professionnels pour promouvoirthe word about the conference and what it delivers for our industry.ses bnfices.The CERC Board has been engaged in various initiatives to supportLe conseil dadministration du CERC simplique dans diverses our members, with recent meetings focusing on critical updates.initiatives pour soutenir nos membres. Le comit de recherche The Research Committee is working diligently on several surveys,travaille sur plusieurs enqutes, notamment ltude sur la mobilit including the Global Mobility Survey and the Employee Reloca- mondiale et sur les politiques de rinstallation des employs. Notre tion Policy Survey, while our Government Relations Committee iscomit des relations gouvernementales collabore avec Affaires engaging with Global Affairs Canada and our new government tomondiales Canada et notre nouveau gouvernement sur la mobilit discuss cross-border mobility and the implications of recent policytransfrontalire. Nous encourageons tous les membresparticiper changes. We encourage members to participate in committee activ- aux activits des comits.ities and contribute to the ongoing success of CERC.As we move through the summer months, let us remain committedUn conseil essentiel : saisissez pleinement chaque opportunit to fostering collaboration, innovation and excellence in talentqui se prsentevous. Participez au salon professionnel, assistez mobility. Together, we can navigate the challenges and opportunitiesaux sessions et engagez-vous dans les vnements sociaux. Je vous that lie ahead.encourage vivementmobiliser vos rseaux personnels et profes-sionnels pour faire connatre la confrence. Partagez ses bnfices Wishing you an enjoyable summer and I will see you in Calgary! concrets pour notre industrie.Sincerely,Je vous souhaite un t agrable et vous retrouveraiCalgary !Heather Lake-WellingtonHeather Lake-Wellington Chair, CERC Chair, CERCYour U.S. and Canadian Cross-Border Finances, Simplified.Raymond James is one of North Americas leading independent full-service investment dealers with an extensive presence across Canada and the U.S., and one of the few firms with dually licensed advisors who can provide clients a central point of contact. Contact us for a personalized consultation.Liz Hurly, RIAC, CFP, CIM James Owen, CFP, CIM, FCSIFinancial Advisor Financial AdvisorElizabeth.Hurly@raymondjames.ca James.Owen@raymondjames.caH U R LYOW E N W D E A S LT HA VI ORY2 Berkeley Street, Suite 401, Toronto ON647.776.1995hurlyowenwealthadvisory.com2025 Raymond James Ltd. All rights reserved. Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond JamesFinancial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian InvestorProtection Fund. Raymond James (USA) Ltd., member FINRA/SIPC.Summer 2025PERSPECTIVES7'