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Presentations:
We'll be joined by many knowledgeable speakers, ready to share their insights and how you can take your business to the next level. Check back soon for details and to download the schedule!
Our presentation will cover book successions to established advisors, those with strong track records of gathering and retaining assets. Established advisors will not only provide competent advice, but also of great importance, they will inspire confidence in clients. As digital alternatives continue to grow and the industry becomes ever-more crowded, inspiring confidence through communication, persuasion and putting people at ease, what some call “just sales,” is becoming more valuable than it has ever been before.
Loyal clients place their trust in their advisors for decades and advisors can repay that loyalty and trust by securing successors with the strongest track records of building practices, creating value and inspiring confidence.
Putting clients first means putting yourself first too. The most successful succession advisor will provide an optimal succession experience and outcomes for your clients, and that same successful advisor will provide the strongest transition terms for you.
Addressing Canadian Health Care Challenges: A Unique Solution
In today’s rapidly evolving world, access to quality medical care is of the utmost important.
Best Doctors Canada Insurance is renowned for its comprehensive coverage and a network of world-class medical professionals.
We have organized an informative session to introduce you to the exclusive features and advantages of Best Doctors Canada Insurance Global Medical Care.
During the session, you will have the opportunity to:
1. Gain a comprehensive understanding of the insurance plans available, designed to provide global medial coverage, including emergency care, specialist consultations, hospital stays, and more.
2. Explore the network of highly qualified physicians and medical centers available through Best Doctors Canada Insurance for annual health assessments.
3. Discover the convenience and simplicity of accessing medical services and consultations Worldwide.
4. Learn about the personalized care and support provided by Best Doctors Canada Insurance’s expert team.
By attending this session, you will gain valuable insights into how we can assist you in safeguarding your well-being, wherever life takes you.
Presented By
Deep Bajwa
Best Doctors Insurance Services
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 also used to own a practice.
Addressing Canadian Health Care Challenges A Unique Solution
Many brokers think that E&O claims are something that only ever happens 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.
Presented By
Roberta Tasson
The Magnes Group
Roberta Tasson, Senior Vice President at The Magnes Group Inc., has worked in the insurance industry since 1996, and joined Magnes 21 years ago. She leads the Professional Liability niche within Magnes, which includes professional liability/errors & omissions insurance, directors' & officers' liability insurance, financial institution bonds, and cyber liability insurance. Roberta received her Honours B.A. from the University of Toronto, and holds the Chartered Insurance Professional (CIP) designation.
There are a number of societal factors that influence the decisions of senior citizens in the consumer journey. This presentation explores how these interactions shape the buying behaviours, preferences, and paths of older adults as they navigate the marketplace and make purchase decisions.
We’ll explore several factors relative to senior buying habits including:
- Preference for Quality and Reliability
- Value for Money
- Brand Loyalty
- Comfort and Convenience
- Health and Wellness
- Social Influence
- Emotional Factors
Overall, social norms can shape seniors' buying habits by influencing their preferences, priorities, and perceptions of value. Understanding these influences can help financial advisors tailor their messaging, products, and services to better meet the needs and preferences of older consumers.
Presented By
Amanda Richards
Chartwell Retirement Residences
Amanda Richards is the Senior Director of Business Development and Community Integration at Chartwell Retirement Residences, Canada’s largest senior living provider. She is a dedicated relationship-builder within the sector, with extensive experience in sales leadership, coaching and business development. She has a rich history in the Canadian senior living landscape with over 18 years of experience and is currently responsible for Chartwell’s B2B strategy inclusive of National Partnerships. She holds an undergraduate degree from McMaster University, a post-graduate diploma in leadership from Athabasca University and her CPCA (Certified Professional Consultant on Aging) and EPC (Elder Planning Counselor) designations. She is well-versed in the intricacies of helping seniors and their families navigate the complexities of today’s senior-living options and understand the challenges associated with selling to and working with this market segment.
Revolutionizing Group Benefits: A Journey Towards Efficiency
While technology has revolutionized countless industries, from cable television to transportation and even the way we shop, one area that has remained largely untouched by this digital transformation is group benefits.
In this session, we’ll take a close look at the multitude of documents currently required in the group benefits process, such as census data, experience reports, billing statements, and plan booklets. Together, we'll explore innovative strategies aimed at streamlining this process and how these advancements can enhance the efficiency and effectiveness of group benefits administration.
By staying informed and embracing change, we can shape a future where navigating group benefits is simpler, more transparent, and a better experience for both you and your clients.
Presented By
Jorge Ramos
Viver
With over 30 years experience in the insurance industry and as a CFP, CLU, CHS and a TEP, Jorge brings his experience to create a new revolutionary product to the Group Benefits industry.
Financial Plans for Your Clients: A Financial Planning Presentation
Join seasoned financial planner, Kenneth Doll, as he shares his journey from investment and insurance advising to full-time financial planning, motivated by his struggling to find reliable financial planning options. During this session, Kenneth will dive into the concept of fee-only financial planning, emphasizing its holistic approach encompassing taxation, investment, estate, and retirement planning. He will go over the various financial planning software available, compensation structures, the six-step financial planning process, as well as the benefits of this comprehensive strategy for both the broker and the client.
Presented By
Ken Doll
Wealth Architects
Ken has been providing financial, retirement and estate planning solutions for 28 years. He has worked with High Net Worth and Ultra High Net Worth clients, including prominent families, professional athletes, executives, business owners, professionals, and farmers and ranchers. He has also built and presented financial plans for Canadians across the country, including those with property in the U.S.
Ken’s industry education includes earning the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, along with having completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (IFIC). He holds three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D). Ken has also served as an expert witness on life insurance matters.
Ken works closely with clients to identify unique financial, retirement, tax and estate planning solutions that help them build and protect their wealth, while also minimizing tax. He is an advocate of holistic financial planning that not only encompasses a client’s financial situation, but also considers the importance of family dynamics and sensitive issues around wealth transfer.
AI or Die: A Survival Guide For Your Practice In 2024
Take a guided tour through the rapidly evolving world of AI in financial services. Brought to you by the experts at MaiN Street AI, this presentation promises to arm you with the critical information and insights needed to navigate the AI that is redefining financial services. Discover how AI is becoming the great equalizer in the industry, offering unprecedented customization, scalable compliance, and communication strategies—and it can all be done without writing a single line of code. Learn actionable steps to implement AI effectively and avoid common pitfalls. Join us to ensure your practice not only survives but thrives in the age of artificial intelligence. Don't miss the opportunity to future-proof your career and stay ahead of the big banks and other competitors. Disruption is upon us in a big way and professionals will be forced to decide: Is it AI or Die?
Presented By
Steve Zilinek
MaiN Street AI
Steve Zilinek is a former investment advisor turned serial entrepreneur and technology innovator with a diverse background spanning physics, marketing, finance, mobile technology, IoT, edge computing, crypto, and artificial intelligence. He is known for his track record of founding successful companies that have gained recognition in esteemed publications like Fast Company Magazine and The New York Times.
Steve is passionate about pushing the boundaries of innovation and embraces a philosophy of "failing fast and smart" to drive impactful ideas forward, and loves collaborating with like-minded individuals on big ideas that can change the world for the better.
Currently, he is actively involved in ambitious projects such as:
- MaiN Street: An AI-augmented private network and collaboration platform for high performers in the financial sector.
- ED3N: A network of federated, AI-augmented, crypto-powered, decentralized co-living spaces offering a sanctuary for life and living founded on principles of freedom, harmony, and the importance of direct experience.
- Particl3: A web3 framework aimed at setting information free through universal distributed computing.
Canada's Housing Affordability Challenge: Insights from Leaders in the Apartment Investment Market
The fact that the Canadian housing market is struggling when it comes to affordability should not be new information to anyone. Many individuals and families have experienced it firsthand through the dramatic increases in housing prices, increase in mortgage payments, or decreasing number of options available in the rental market. Join Kevin Prins, Private Pension Partners’ President, and Tom Toni, Associate VP of Real Estate Capital for P3 Investments, as they share some of their insights gained over decades of experience into the market fundamentals driving this growing supply-demand imbalance and what it means for the long-term prospects of the apartment investment market. Following this presentation, attendees will have an expanded understanding of the drivers of this housing demand ranging from exploding population growth surging past supply growth and aging existing housing supply; as well as the barriers and challenges that developers face which is ultimately preventing a necessary and sizeable increase in housing supply.
Presented By
Kevin Prins, Tom Toni
Private Pension Partners
Kevin Prins, CPA, CA - President (Private Pension Partners)
Kevin is responsible for overseeing all financial and capital raising aspects of the P3 Group and brings a wealth of financial expertise from his experience working at one of the biggest global public accounting firms for leading institutional investors in Canada and the largest pension funds in Manitoba.
Tom Toni – Vice President, Investments (P3 Investments)
Tom has worked with the P3 Group since 2018 leading the team's market research and underwriting initiatives. As Vice President, Investments, Tom’s focus is servicing and expanding P3’s capital relationships with direct clients and wealth management professionals.
At a time when there are fewer defined benefit pension plans, consumers are being told that they should focus on a target accumulation number. But what does that number mean when the time comes to turn retirement assets into income? This session details retirement income planning steps and a specific investment strategy working in tandem for both the client and the advisor. Advisors will come away with a more meaningful approach to delivering sustainable income for their clients.
Presented By
Daryl Diamond
Dynamic Funds
Over the last 35 years, Dayl focused his career on helping retirees to make the best use of their assets in order to realize the greatest amount of security and satisfaction during their retirement years.
He is a published author on the topic. Your Retirement Income Blueprint is a Canadian best seller. And, 2020 saw the release of his companion book to Blueprint, “Retirement for the Record.” After transitioning out of his practice in January 2023, Daryl took on his new role as Chief Retirement Income Strategist with Dynamic Funds.
Over the past year market performance has been driven by a narrow group of companies but diversification matters and investors need to think longer term. Join us to hear how Portfolio Managers Jason Gibbs and Frank Latshaw stay the course in building diversified portfolios that focus on income-generating securities while highlighting their quality at a reasonable price (QUARP®) investment approach.
Presented By
Jason Gibbs, Frank Latshaw
Beneva, Dynamic Funds
Jason Gibbs joined Dynamic in 2000 and is a Vice President & Senior Portfolio Manager and Co-Head of the Equity Income Team. He has over 23 years of industry experience and has been integral in the growth of the 22 member team which manage approximately $48 billion in assets for retail and institutional investors.
Frank joined Dynamic in 2011 as an Analyst and member of the Equity Income team. He was promoted to the role of Associate Portfolio Manager in 2014 and Portfolio Manager in 2016. In this role, Frank provides his experience in the infrastructure space to focus on investing in attractive companies that own high-quality assets.
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.
Optimal Practice Sucession
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