IFB 2018 Winnipeg Regional Event

May 16, 2018
Winnipeg, Manitoba

Register today

Event description

IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest industry developments, and a chance to meet other brokers from around the region. Plus, financial services companies will be showcasing their products and services in the exhibit area. Build your business and develop your professional skills. Find out more about the speakers, presentations, and CE credits we have on offer.

Participating Companies: Antares Investment ManagementComingUpNextEquitable Bank, Equitable LifeExperior Financial GroupSSQ Insurance, Stier Financial Advisors powered by Sentinel Financial Group, Travelance.


Keynote Speakers

Protect Yourself from an E&O Lawsuit
Roberta Tasson, The Magnes Group

Many brokers think that E&O claims are something that only ever happen to other people. And, while the majority of agents will go through an entire career without a claim, many well-intentioned and responsible brokers are surprised when the unthinkable happens to them. This session will provide you with insights into some common areas in which claims arise, and some simple good habits that will help prevent problems, and that will also strengthen your position before the courts should an incident ever lead to a claim against you.


Using Technology to Find a Teammate:  Advisor Teaming as an Antidote to the Perpetuation Problem
Roland Chan, FindBob

Roland Chan, CEO of FindBob and the architect of Coming Up Next, IFB’s own advisor continuity and succession planning program, will offer insights into the benefits of advisor teaming.  He will share industry research that suggests that:


Find out how advisors can use online applications, like Coming Up Next, to connect with other financial professionals and kick start their advisor teaming goals.



Victoria Inn Hotel & Convention Centre
1808 Wellington Avenue
Winnipeg MB R3H 0G3
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Download the event schedule


Continuing Education Credits

Earn up to 6 hours of CE for your Life License, including FPSC- approved CE for the Certified Financial Planner® designation.

3 Reasons you should attend this conference

Get 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.

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.


Early Bird pricing for the 2018 Winnipeg Regional Event is as follows:

$69.00 for IFB Members
$99.00 for Non-Members
Join & Save – Sign up for IFB membership and attend the Winnipeg Event for $299

Prices do not include tax.


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.


*To be confirmed.