IFB 2018 Toronto Spring Summit

May 30 to May 31, 2018
Mississauga, Ontario

Register today

Event description


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: AssurisCanada 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:

PETER BOWEN
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.

Location


The International Centre
6900 Airport Road
Mississauga ON L4V 1E8
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Schedule

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Continuing Education Credits


Earn up to 12 hours of CE for Life, FPSC, RIBO, IIROC, and more!

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3 Reasons you should attend this conference


Get a Quality Education

Experienced voices in financial services, successful industry professionals, and knowledgeable speakers all offer their insights at our events. Hear from the best in the business and learn how you can make your practice even stronger.

Meet Companies to Partner With

A number of leading financial services companies will be exhibiting their products and services at the Summit. You just might find a prosperous business partnership waiting for you in one of the seminars, or in the exhibitor’s area. Participating companies include:

Network with Local Advisors

Summits are open to both IFB members and non-members alike. Connect with advisors like you and expand your professional network. IFB members receive the best rates to the event, and everyone can save on admission by registering early.

Pricing


Early Bird pricing for the 2018 Toronto Spring Summit is as follows:

$119.00 for IFB Members (early bird ends May 4)
$219.00 for Non-Members (early bird ends May 4)
Join & Save – Sign up for IFB membership and attend the Toronto Summit for $299

Prices do not include tax.

Exhibitors


If you are an exhibitor, please download our Exhibitor Manual.

Interested in becoming an exhibitor? Please contact us for more details.

Accomodation


Delegates, speakers, and exhibitors can find accommodations while in Toronto at:

Four Points by Sheraton
6257 Airport Rd
Mississauga, ON
L4V 1E4
 
Phone: 1-800-368-7764

Single Room: $139.00 per night.

*Parking is NOT included and is $10/day.

Call the hotel to make reservations, or make your booking online here. Quote group name Independent Financial Brokers of Canada.