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, Canadian Institute of Financial Planners (CIFPs), Family Tax Recovery, Financial Planning Standards Council (FPSC), Financial Services Commission of Ontario (FSCO), Home Trust Company, Leading Advisor, SSQ Insurance.
May 30th Opening Keynote Speaker:
Vice-President, Tax and Retirement Research
Peter Bowen is Vice-President, Tax and Retirement Research for Fidelity Investments Canada ULC. Peter advises on complex tax issues that affect Fidelity’s mutual funds and their investors. He also leads Fidelity’s research into issues around planning for and living in retirement. He is frequently interviewed by the media and speaks about both tax and retirement to investors and financial advisors across Canada.
Before taking this role, Peter served as Fund Treasurer for the Fidelity mutual funds for 17 years. As Fund Treasurer, he oversaw financial, regulatory and operational matters that affect the funds and their investors,
including all tax issues. He is a former chair of IFIC’s Taxation Committee. In addition, he was the architect of the T-SWP® series, an award winning innovation launched by Fidelity in 2002.
Before joining Fidelity in 1994, he was a principal in the tax department of PricewaterhouseCoopers, primarily advising the mutual fund industry. He holds the Chartered Accountant (CA) designation, and obtained a BA in Economics from the University of Waterloo.
Peter is a recipient of the Queen’s Golden Jubilee Medal for volunteer services provided to Athletics Canada, where he acted as Honourary Treasurer for several years.
May 31st Closing Keynote Speaker:
Thinking Differently About Communication
Dan Trommater, Chief Engagement Officer
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.