Further your understanding of the financial services landscape by hearing from speakers and organizations that know the latest developments in the industry. IFB’s Toronto Summit gives you a chance to earn valuable CE credits, take in informative presentations, and network with other financial services professionals.
Participating Companies: Assuris, Canada Protection Plan, CFIB: Canadian Federation of Independent Business, Canadian Institute of Financial Planners (CIFPs), Coming Up Next™, Family Tax Recovery, FINAEO, Financial Planning Standards Council (FPSC), GoodLife Fitness, Home Trust Company, Investment Executive, Keybase Financial, Leading Advisor, Nest Wealth, SSQ Insurance.
Arthur Fish – Aging Clients & Diminished Capacity
Some of our Keynote Speakers:
The Value Equation and You
Peter Wouters, Empire Life
Clients, companies and advisors have all suffered through the wild rollercoaster ride over the last 10 years. Conventional approaches provided little protection from the market meltdown. And it seems that the life insurance business has changed and gotten more complicated in the same period than in the rest of history. (think product, pricing and taxation changes)
Lay aside competition from each other. Think about technology and how that will change the look and feel of working with clients. What are today’s clients looking for? What about the big picture, the whole picture, the whole job?
This session will challenge conventional approaches to advice and the value proposition, providing hands-on, practical tips and traps on redefining wealth and risk management, value-building strategies and sharing some lessons from Tom Sawyer.
Proposed Private Corporation Tax Changes
Peter Bowen, Fidelity Investments
This presentation will focus on the changes in taxation affecting your clients using private corporations. Starting with the tax benefits of an incorporated business, the presentation will take you through the topical taxation policies affecting small businesses in Canada today. This will include a summary on new income sprinkling measures and passive investment limits introduced by the Federal government in Budget 2018. Along the way, there will be discussions on tax planning opportunities related to these changes.
Thinking Differently About Communication
RIBO Personal Skills
FPSC: Practice Management
Empathy is at the heart of great communication. The ability to tune in to another’s motivations, needs and desires is critical to effective dialog. In this fun and interactive keynote presentation, you’ll learn how to create better relationships by boosting your communication skills. You’ll improve your listening skills by identifying (and challenging) your assumptions, then learn practical tools that will help create a shared understanding with your clients, colleagues and family.
Through the use of optical illusions, humour and world-class magic, Dan Trommater will help you gain new perspectives on communication.
WTF Just Happened!? The 6 Things You Need to do Today to Keep Your Business Relevant Through the Great Digital Disruption of Tomorrow.
Randy Cass, Nest Wealth
As an industry, financial services has been reluctant to embrace the possibilities of digital advances. With a deeply rooted fear of changing the ecosystem, the financial services industry survived disruption—almost completely untouched—for decades. Today, financial service professionals can’t hide any longer. Our industry is feeling the inevitable impact of technology through squeezed margins, lower fees and enhanced digital products that offer more for less. Suddenly, we are forced to adapt our practices to ensure we, and our industry, remain relevant to the growing needs and increased demands of our clients. Join Randy Cass, the founder of Nest Wealth, the world’s leading digital wealth platform, as he discusses what’s happened to your industry, what’s going to happen next and how you can prepare for the upcoming technology cliff.