Join financial professionals across the Greater Toronto Area (GTA) LIVE at the 2024 Toronto Fall Summit. This highly-anticipated event offers an opportunity to learn from industry experts, network with like-minded professionals, earn continuing education (CE) credits towards your licenses and professional designations, and much more.
Earn up to 10 hours of CE for:
Life
FP Canada
MFDA
The total number of credits available for each licensing type may vary.
We'll be joined by 10+ knowledgeable speakers, ready to share their insights and how you can take your business to the next level. Click here to download the schedule!
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Materials covered will be the main elements involved in ensuring that advisors experience smooth and value-creating successions not only for their clients, but also for themselves, including: Picking the right time - Book supply and demand dynamics, Current multiples and benchmark market multiple, The drivers of over/under benchmark multiples; and Choosing the right path - The Direct Sale, The Invested Seller, The Associate Handoff.
Presented By
Darrell Jacobsen
Advisor Hunt
President.
Darrell leads the entrepreneurial team at Advisor Hunt, bringing extensive M&A experience from multiple industries to advisor successions. Darrell has closed deals across Canada and around the world, from small practice sales to billion-dollar transactions.
Johnathan Ciliberto
Advisor Hunt
Managing Director. Johnathan facilitates advisor successions via the sale of books, growth through the acquisition of books, and the transition to superior dealers so that advisors may better-serve client long-term wealth objectives. Prior to Advisor Hunt, John was a top performer in financial planning at RBC, responsible for market development and client acquisition. John is a knowledgeable industry insider serving advisors across Canada in English, French, Italian and Spanish.
Perceptions of Retirement in Today’s Uncertain Economic Landscape
For almost 20 years, Fidelity’s Tax and Retirement team has done an annual survey of around 2,000 Canadians aged 45+ to understand the latest trends in the shifting retirement landscape. This year’s presentation highlights the results of the survey, and shares the perceptions of Canadians as they face challenges while they plan for and live in retirement amidst another year of persistent inflation, a higher cost of living and higher interest rates. Our survey results reaffirm how critical it is to remain disciplined in investing, the importance of a written financial plan and the role of advisors in helping their clients feel secure about their retirements.
Presented By
Michelle Munro
Fidelity
Michelle Munro is Director, Tax and Retirement Research for Fidelity Investments Canada ULC. Michelle advises on complex tax issues that affect Fidelity’s mutual funds and their investors. She is a leading member of Fidelity’s research team that specialized in issues around planning for and living in retirement with a special interest in women and wealth, estate planning and planning for life’s unexpected events.
Before joining Fidelity in 2008, she was a senior manager in the tax department of Ernst & Young. She holds the Chartered Accountant (CA) designation and obtained a BMath from the University of Waterloo.
Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails.
This session will focus on how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios on how Assuris’ protection is applied and will provide you the tools to be better informed and to advise your clients that is the unexpected happens, they are protected.
It is developed to help financial advisors gain knowledge about Assuris and its protection to reassure policyholders and give them peace of mind, both at the point of sale and in the unlikely event a life and health insurance company fails.
By attending the Assuris session, financial advisors will understand how Assuris protects Canadian policyholders, how protection is applied to life and health insurance benefits, be able to describe to policyholders how Assuris protects their benefits, be able to calculate Assuris protection for different product benefits, and be equipped to provide policyholders with appropriate sources of information, as well as know where to turn to get additional information if required.
Presented By
Adrien Bonhomme
Assuris
Adrien Bonhomme is the Director of External Relations at Assuris, a non-profit, industry-funded organization that protects Canadian policyholders if their life and health insurance company fails. He leads Assuris' Communication and External Relations team, which is responsible for developing, executing, and evaluating communication plans that support and engage financial advisors and member companies.
Adrien brings extensive experience in marketing and communications. He began his career in advertising agencies before transitioning to the client side, where he worked at Manulife for 8 years prior to joining Assuris.
Stephanie Greer
Assuris
FSA, FCIA, Executive Vice President at Assuris, is responsible for ensuring Assuris is ready for the resolution of any member company, leading a team of experts dedicated to identifying solvency risk, preparing for resolution and raising consumer awareness of Canadian policyholder protection. Since joining Assuris in 2011, Ms. Greer has been actively involved with the Office of the Superintendent of Financial Institutions (OSFI) and l’Autorité des marches financiers (AMF) in ensuring a strong regulatory framework with a focus on early risk identification and readiness for life insurance insolvency issues.
This session begins with an overview of the importance of financial planning for senior living. It covers discussing future living arrangements and understanding the various costs involved. We will compare the benefits of retirement living and homecare, debunk the myth that aging at home is "free," and highlight the value of retirement communities. Strategies for affording retirement living will be explored, including safely investing home proceeds, funding options for those not ready to sell, additional funding resources, and available government benefits. We’ll also addresses common financial questions including balancing costs while preserving inheritance, estimating financial longevity in retirement communities, and seeking professional financial advice. Additionally, we’ll share insights from one of our residents on how she funds her retirement living experience.
Presented By
Amanda Richards
Chartwell
Amanda Richards is the Senior Director of Sales Strategy at Chartwell Retirement Residences, one of Canada’s largest senior living providers. With over 18 years of experience in the sector, she is a seasoned expert in sales leadership, marketing, coaching, and business development. Amanda excels at developing and leading cross-functional teams and has extensive experience bridging the gap between sales and marketing. She designs and delivers continuing education about senior living to other professionals, further establishing her as a thought leader and reputable public speaker in the industry. In addition to her undergraduate and post-graduate degrees, she holds certifications as a Certified Professional Consultant on Aging (CPCA) and an Elder Planning Counselor (EPC).
In today's world, where the healthcare landscape is constantly changing, securing access to top-tier medical services is more crucial than ever. At Best Doctors Canada Insurance, we are proud to offer extensive coverage and access to a network of premier medical professionals globally.
We are excited to invite you to an informative session where we will showcase the unique benefits and features of the Best Doctors Canada Insurance Global Medical Care plans. This session is designed to empower you with a thorough understanding of our diverse insurance options that cater to a range of medical needs on a global scale—from emergency services to specialist consultations and extended hospital stays.
Here’s what you can expect during the session:
1. Detailed Overview of Insurance Plans: Dive deep into the specifics of our plans which are tailored to provide comprehensive medical coverage worldwide, ensuring peace of mind during both emergency and routine medical situations.
2. Introduction to Our Medical Network: Get acquainted with our expansive network of highly skilled physicians and state-of-the-art medical facilities that are available for your annual health assessments and beyond.
3. Global Access to Medical Services: Discover the ease and simplicity of accessing medical consultations and treatments across the globe, regardless of where you might be.
4. Personalized Support: Learn about the bespoke care and dedicated support our experienced team offers to each of our clients, enhancing your healthcare experience.
Attending this session will equip you with valuable insights into how Best Doctors Canada Insurance can support your health and well-being, ensuring you're well-prepared for any medical needs that arise as you navigate through life's journeys.
We look forward to guiding you through the many ways in which we can serve as your trusted partner in health care. Join us to take the first step towards a safer, healthier future.
Presented By
Deep Bajwa
Best Doctors
Deep leads the growth efforts and P/L management for Best Doctors Insurance Canada. He’s been in the industry for over a decade and understands the challenges of the Canadian healthcare and insurance space. Prior to this role, he was in management roles with insurance carriers and used to own a practice.
Unlocking the Full Potential of Your Portfolio by Incorporating Living Benefits
In this presentation, we will provide you with a comprehensive understanding of our company’s rich history, our mission and how to unlock the full potential of your portfolio through the addition of Living Benefits.
Presented By
Robert Watson
Combined Insurance
With an impressive tenure of over 36 years in the industry, Robert brings a wealth of experience to the table. Throughout his career, he has held various sales and leadership roles in agency distribution and group voluntary, covering a wide range of markets across the country. Currently, Robert holds the position of VP, Agency Divisional Manager, where he successfully manages both the agency and broker channels.
Robert Cole
Combined Insurance
With over 25 years in the insurance industry, Robert's career is filled with accomplishments. Beginning as a sales representative in 1994, Robert's dedication led to their current role as Agency Director at Combined. They have achieved Grand Diamond status for Accident and Sickness policies and sold Sickness policies weekly for five consecutive years. Robert’s strong sales skills and consistent performance highlight their passion for excellence. Beyond work, Robert’s true pride is their family, with five children and four grandchildren.
Incapacity and Diminishing Capacity - Tips and Traps for Advisors
Join us for an essential session focused on the challenges of capacity and incapacity, especially for older and vulnerable clients. We’ll cover the legal definitions of capacity, proactive planning tools like Powers of Attorney and Alter Ego Trusts, and the distinct roles of a Power of Attorney, Trading Authority, and Trusted Contact Person. Learn the crucial role of financial professionals in identifying signs of diminished capacity and the steps to take when a client becomes incapable. We’ll also discuss how to handle unclear capacity, respond to suspected financial abuse, and navigate ambiguous or contradictory instructions under a Power of Attorney. Ideal for legal professionals, financial advisors, and caregivers, this session will equip you with the knowledge to protect your clients with confidence and integrity.
Presented By
Paul Taylor
BLG
Paul Taylor is a partner in BLG’s tax group in Ottawa.
Paul's practice focuses on trust, estate, and incapacity planning and administration. He works with financial institutions, securities registrants, and private clients.
This session on AI in Financial Services covers the significance of AI in finance, key concepts like Large Language Models (LLMs) vs. collaborative agents, and explores examples such as automated email responders and social media engines. Participants will learn how to develop AI-driven strategies, identify integration opportunities, and engage clients with AI tools. The course also addresses ethical considerations, compliance, and privacy concerns, while providing a step-by-step guide to adopting AI in practice. It concludes with insights on advanced innovations, future trends, and actionable next steps for continued learning.
Presented By
Steve Zilinek
Ai On Main Street
Steve Zilinek is a serial entrepreneur and technology innovator with a diverse background spanning physics, marketing, finance, mobile, crypto, and AI. His companies have been recognized in publications like Fast Company and The New York Times. Championing innovation through a "fail fast and smart" philosophy, he is currently involved in two key projects: AI ON MaiN Street is an AI-augmented collaboration platform for high performers. ED3N is a decentralized network of AI-augmented, co-living spaces throughout Latin America. Passionate about collaboration, Steve enjoys working with like-minded individuals to develop transformative ideas.
Navigating Volatility: A Crossroads of Opportunity and Uncertainty On Either Side of the Border
In the U.S., growth is slowing, unemployment is rising, and a new president will be elected in November. In Canada, a weakened consumer is facing a tidal wave of mortgage renewals at elevated rates. And, while the BoC and the Fed are committed to cutting rates, the ride down could be as unpredictable as it was on the way up, leaving significant questions. Thankfully, Dave Wahl is prepared to tackle them. Hear his latest state of the market analysis and find out what it means for the future of equities on both side of the border. Dave will pinpoint the most important factors at play in each region, while offering practical advice on how to position portfolios.
Presented By
David Wahl
Franklin Templeton
Director, Senior Client Portfolio Manager. David joined a predecessor organization in 2016 and has 27 years of investment industry experience. Prior to this, David was Executive Director, Sales and Marketing at Middlefield Capital Group. He was previously Managing Director, Head of Sales at CIBC Asset Management and National Sales Manager at TD Asset Management. David earned an MBA and a BA in Economics from the University of Western Ontario, Canada.
Explore how GICs and fixed-income investments can provide a reliable method for growing your clients' savings. As Canada's population ages, the need for stable and secure investments has increased markedly. By the end of this presentation, you will have a comprehensive understanding of the various types of GICs, their unique features, and the documentation process. The knowledge provided will enable you to better support your clients and enhance your value as a trusted advisor.
Presented By
Sheldon Solomon
Home Trust
Sheldon completed his MBA designation from the Richard Ivey School of Business at Western University. Currently Director of Deposits at Home Trust, Sheldon is responsible for deepening critical business relationships to encourage continued deposit growth. Sheldon has over sixteen years of progressive experience in the financial industry, with expertise ranging from client experience and portfolio management to regulatory and compliance oversight. Additionally, he has held several leadership roles at leading financial institutions, including Citi Financial and Scotiabank, where he focused on developing the bank’s sales and operations strategy while continuing to aid clients in navigating the Canadian financial market.
We'll be joined by 10+ knowledgeable speakers, ready to share their insights and how you can take your business to the next level. Check back soon for details!
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Materials covered will be the main elements involved in ensuring that advisors experience smooth and value-creating successions not only for their clients, but also for themselves, including: Picking the right time - Book supply and demand dynamics, Current multiples and benchmark market multiple, The drivers of over/under benchmark multiples; and Choosing the right path - The Direct Sale, The Invested Seller, The Associate Handoff.
Presented By
Darrell Jacobsen
Advisor Hunt
President.
Darrell leads the entrepreneurial team at Advisor Hunt, bringing extensive M&A experience from multiple industries to advisor successions. Darrell has closed deals across Canada and around the world, from small practice sales to billion-dollar transactions.
Perceptions of Retirement in Today’s Uncertain Economic Landscape
For almost 20 years, Fidelity’s Tax and Retirement team has done an annual survey of around 2,000 Canadians aged 45+ to understand the latest trends in the shifting retirement landscape. This year’s presentation highlights the results of the survey, and shares the perceptions of Canadians as they face challenges while they plan for and live in retirement amidst another year of persistent inflation, a higher cost of living and higher interest rates. Our survey results reaffirm how critical it is to remain disciplined in investing, the importance of a written financial plan and the role of advisors in helping their clients feel secure about their retirements.
Presented By
Michelle Munro
Fidelity
Michelle Munro is Director, Tax and Retirement Research for Fidelity Investments Canada ULC. Michelle advises on complex tax issues that affect Fidelity’s mutual funds and their investors. She is a leading member of Fidelity’s research team that specialized in issues around planning for and living in retirement with a special interest in women and wealth, estate planning and planning for life’s unexpected events.
Before joining Fidelity in 2008, she was a senior manager in the tax department of Ernst & Young. She holds the Chartered Accountant (CA) designation and obtained a BMath from the University of Waterloo.
Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails.
This session will focus on how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios on how Assuris’ protection is applied and will provide you the tools to be better informed and to advise your clients that is the unexpected happens, they are protected.
It is developed to help financial advisors gain knowledge about Assuris and its protection to reassure policyholders and give them peace of mind, both at the point of sale and in the unlikely event a life and health insurance company fails.
By attending the Assuris session, financial advisors will understand how Assuris protects Canadian policyholders, how protection is applied to life and health insurance benefits, be able to describe to policyholders how Assuris protects their benefits, be able to calculate Assuris protection for different product benefits, and be equipped to provide policyholders with appropriate sources of information, as well as know where to turn to get additional information if required.
Presented By
Adrien Bonhomme
Assuris
Adrien Bonhomme is the Director of External Relations at Assuris, a non-profit, industry-funded organization that protects Canadian policyholders if their life and health insurance company fails. He leads Assuris' Communication and External Relations team, which is responsible for developing, executing, and evaluating communication plans that support and engage financial advisors and member companies.
Adrien brings extensive experience in marketing and communications. He began his career in advertising agencies before transitioning to the client side, where he worked at Manulife for 8 years prior to joining Assuris.
This session begins with an overview of the importance of financial planning for senior living. It covers discussing future living arrangements and understanding the various costs involved. We will compare the benefits of retirement living and homecare, debunk the myth that aging at home is "free," and highlight the value of retirement communities. Strategies for affording retirement living will be explored, including safely investing home proceeds, funding options for those not ready to sell, additional funding resources, and available government benefits. We’ll also addresses common financial questions including balancing costs while preserving inheritance, estimating financial longevity in retirement communities, and seeking professional financial advice. Additionally, we’ll share insights from one of our residents on how she funds her retirement living experience.
Presented By
Amanda Richards
Chartwell
Amanda Richards is the Senior Director of Sales Strategy at Chartwell Retirement Residences, one of Canada’s largest senior living providers. With over 18 years of experience in the sector, she is a seasoned expert in sales leadership, marketing, coaching, and business development. Amanda excels at developing and leading cross-functional teams and has extensive experience bridging the gap between sales and marketing. She designs and delivers continuing education about senior living to other professionals, further establishing her as a thought leader and reputable public speaker in the industry. In addition to her undergraduate and post-graduate degrees, she holds certifications as a Certified Professional Consultant on Aging (CPCA) and an Elder Planning Counselor (EPC).
In today's world, where the healthcare landscape is constantly changing, securing access to top-tier medical services is more crucial than ever. At Best Doctors Canada Insurance, we are proud to offer extensive coverage and access to a network of premier medical professionals globally.
We are excited to invite you to an informative session where we will showcase the unique benefits and features of the Best Doctors Canada Insurance Global Medical Care plans. This session is designed to empower you with a thorough understanding of our diverse insurance options that cater to a range of medical needs on a global scale—from emergency services to specialist consultations and extended hospital stays.
Here’s what you can expect during the session:
1. Detailed Overview of Insurance Plans: Dive deep into the specifics of our plans which are tailored to provide comprehensive medical coverage worldwide, ensuring peace of mind during both emergency and routine medical situations.
2. Introduction to Our Medical Network: Get acquainted with our expansive network of highly skilled physicians and state-of-the-art medical facilities that are available for your annual health assessments and beyond.
3. Global Access to Medical Services: Discover the ease and simplicity of accessing medical consultations and treatments across the globe, regardless of where you might be.
4. Personalized Support: Learn about the bespoke care and dedicated support our experienced team offers to each of our clients, enhancing your healthcare experience.
Attending this session will equip you with valuable insights into how Best Doctors Canada Insurance can support your health and well-being, ensuring you're well-prepared for any medical needs that arise as you navigate through life's journeys.
We look forward to guiding you through the many ways in which we can serve as your trusted partner in health care. Join us to take the first step towards a safer, healthier future.
Presented By
Deep Bajwa
Best Doctors
Deep leads the growth efforts and P/L management for Best Doctors Insurance Canada. He’s been in the industry for over a decade and understands the challenges of the Canadian healthcare and insurance space. Prior to this role, he was in management roles with insurance carriers and used to own a practice.
Unlocking the Full Potential of Your Portfolio by Incorporating Living Benefits
In this presentation, we will provide you with a comprehensive understanding of our company’s rich history, our mission and how to unlock the full potential of your portfolio through the addition of Living Benefits.
Presented By
Robert Watson
Combined Insurance
With an impressive tenure of over 36 years in the industry, Robert brings a wealth of experience to the table. Throughout his career, he has held various sales and leadership roles in agency distribution and group voluntary, covering a wide range of markets across the country. Currently, Robert holds the position of VP, Agency Divisional Manager, where he successfully manages both the agency and broker channels.
Incapacity and Diminishing Capacity - Tips and Traps for Advisors
Join us for an essential session focused on the challenges of capacity and incapacity, especially for older and vulnerable clients. We’ll cover the legal definitions of capacity, proactive planning tools like Powers of Attorney and Alter Ego Trusts, and the distinct roles of a Power of Attorney, Trading Authority, and Trusted Contact Person. Learn the crucial role of financial professionals in identifying signs of diminished capacity and the steps to take when a client becomes incapable. We’ll also discuss how to handle unclear capacity, respond to suspected financial abuse, and navigate ambiguous or contradictory instructions under a Power of Attorney. Ideal for legal professionals, financial advisors, and caregivers, this session will equip you with the knowledge to protect your clients with confidence and integrity.
Presented By
Paul Taylor
BLG
Paul Taylor is a partner in BLG’s tax group in Ottawa.
Paul's practice focuses on trust, estate, and incapacity planning and administration. He works with financial institutions, securities registrants, and private clients.
This session on AI in Financial Services covers the significance of AI in finance, key concepts like Large Language Models (LLMs) vs. collaborative agents, and explores examples such as automated email responders and social media engines. Participants will learn how to develop AI-driven strategies, identify integration opportunities, and engage clients with AI tools. The course also addresses ethical considerations, compliance, and privacy concerns, while providing a step-by-step guide to adopting AI in practice. It concludes with insights on advanced innovations, future trends, and actionable next steps for continued learning.
Presented By
Steve Zilinek
Ai On Main Street
Steve Zilinek is a serial entrepreneur and technology innovator with a diverse background spanning physics, marketing, finance, mobile, crypto, and AI. His companies have been recognized in publications like Fast Company and The New York Times. Championing innovation through a "fail fast and smart" philosophy, he is currently involved in two key projects: AI ON MaiN Street is an AI-augmented collaboration platform for high performers. ED3N is a decentralized network of AI-augmented, co-living spaces throughout Latin America. Passionate about collaboration, Steve enjoys working with like-minded individuals to develop transformative ideas.
Navigating Volatility: A Crossroads of Opportunity and Uncertainty On Either Side of the Border
In the U.S., growth is slowing, unemployment is rising, and a new president will be elected in November. In Canada, a weakened consumer is facing a tidal wave of mortgage renewals at elevated rates. And, while the BoC and the Fed are committed to cutting rates, the ride down could be as unpredictable as it was on the way up, leaving significant questions. Thankfully, Dave Wahl is prepared to tackle them. Hear his latest state of the market analysis and find out what it means for the future of equities on both side of the border. Dave will pinpoint the most important factors at play in each region, while offering practical advice on how to position portfolios.
Presented By
David Wahl
Franklin Templeton
Director, Senior Client Portfolio Manager. David joined a predecessor organization in 2016 and has 27 years of investment industry experience. Prior to this, David was Executive Director, Sales and Marketing at Middlefield Capital Group. He was previously Managing Director, Head of Sales at CIBC Asset Management and National Sales Manager at TD Asset Management. David earned an MBA and a BA in Economics from the University of Western Ontario, Canada.
Explore how GICs and fixed-income investments can provide a reliable method for growing your clients' savings. As Canada's population ages, the need for stable and secure investments has increased markedly. By the end of this presentation, you will have a comprehensive understanding of the various types of GICs, their unique features, and the documentation process. The knowledge provided will enable you to better support your clients and enhance your value as a trusted advisor.
Presented By
Sheldon Solomon
Home Trust
Sheldon completed his MBA designation from the Richard Ivey School of Business at Western University. Currently Director of Deposits at Home Trust, Sheldon is responsible for deepening critical business relationships to encourage continued deposit growth. Sheldon has over sixteen years of progressive experience in the financial industry, with expertise ranging from client experience and portfolio management to regulatory and compliance oversight. Additionally, he has held several leadership roles at leading financial institutions, including Citi Financial and Scotiabank, where he focused on developing the bank’s sales and operations strategy while continuing to aid clients in navigating the Canadian financial market.
Holiday Inn Mississauga Toronto West 100 Britannia Road East Mississauga, ON Phone: 1-800-660-8550 CA$140 - Standard Room, King Bed Parking and breakfast included for one person
Hyatt Place Toronto/Mississauga Centre 5787 Hurontario Street Mississauga, ON Phone: 1-289-815-1234 CA$209 - King Bed (plus sofa bed) Parking and breakfast buffet included
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.
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Tuesday, October 1 2024
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