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, B2B Bank, Canada Protection Plan, Canadian Institute of Certified Executor Advisors (CICEA), Canadian Institute of Financial Planning (CIFPs), Equitable Bank, Family Tax Recovery, Heritage Education Funds, Leading Advisor, Registered Deposit Brokers Association (RDBA), SAFG Benefits Solutions Inc.
Help Your Clients Make the Right Tax Moves
Evelyn Jacks, Knowledge Bureau
FPSC: Financial Planning
Tax reforms have been dominating the news recently and a lot has changed – for individuals, families, students, investors, retirees and business owners. Some rethinking is required by advisors and their clients: what is the impact of taxes and inflation on investment and retirement planning and family wealth management. Further, a big new issue, is the aggressive and punitive tax audit environment Canadians find themselves in. There is tremendous opportunity for professionals to provide invaluable advice. Evelyn Jacks will provide more information in this thought-provoking session.
Earn up to 12 hours of CE for:
Life Insurance | RIBO | Financial Planners | IIROC | and more!
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.
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.
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.
Early Bird Pricing for the 2018 Toronto Fall Summit is as follows:
*prices do not include tax and are subject to change.
If you are an exhibitor, please fill out our exhibitor forms to submit your company’s information.
Interested in becoming an exhibitor? Learn more about sponsorship packages.
Delegates, speakers, and exhibitors can find accommodations while in Toronto at:
Single Room: $144.00 per night.
*Parking is NOT included and is $10/day.
Reserve your stay by Friday, October 5 by calling the hotel, or booking online here. Quote group name Independent Financial Brokers of Canada.