Stay on top of changes and trends in the financial services industry with the IFB Virtual Spring Summit! Learn from some of the best minds in the industry all from the comfort of your home office. Join us for two days of informative presentations, and earn up to 10 hours of top-quality CE.
At the 2025 Virtual Spring Summit, we’re tackling the topics that matter most to independent financial professionals.
Get ready for ideas that challenge, sharpen, and elevate.
Check out what to expect below!
Assuris is a not-for-profit organization dedicated to protecting Canadian policyholders if their life and health insurance company fails. This session will provide financial advisors with a comprehensive overview of the organization, Assuris' protective measures, along with real-life scenarios to illustrate how these protections are applied in practice. Assuris will also share resources and tools available to support client education so you can confidently reassure clients that their benefits remain secure, even in unexpected situations.
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
This session will review the ever-changing retirement landscape for Canadians and assess the risks for retirees as they approach or enter retirement age. The Canada Pension Plan and Old Age Security that most Canadians believe will sustain them through retirement, represents about 33% of their current income. Does your client’s realistic future cash-flow match with their lifestyle goals? Join us in discussing some of the saving objectives and investment options available to close that gap.
In his presentation, Dave will review what financial advisors need to know about artificial intelligence. Topics discussed will include: • Artificial Intelligence 101: An overview of the AI ecosystem available to financial advisors today. We will examine the different types of AI applications, their purpose, and scope relating to insurance and financial advice. • AI Applications: The various types of AI applications available to financial advisors and insurance agents. This section will cover the three main types along with use cases within an insurance and financial planning practice. • Limitations of AI: It is important for insurance agents and financial advisors to understand the limitations of AI so they do not overly rely on it as a source of expert advice. • Compliance Considerations: A discussion of the various compliance considerations insurance agents and financial advisors must pay attention to if they plan to use AI applications that are not part of a secure "Advisor-Focused" ecosystem. • Lead Generation: In this final section, Dave will outline how he is using AI to enhance prospecting, qualify leads, and save time on everyday tasks as he relaunches his financial planning practice, FP Advisors Inc. The goal is to streamline operations and ensure a steady flow of new clients.
This presentation will equip financial professionals with essential strategies to navigate conversations about senior living options and future care needs with their clients and their families. Led by an expert in senior housing, the session will cover the importance of proactive long-term planning, understanding various senior living options in Canada, and effectively navigating difficult conversations. Attendees will learn practical tools and techniques to handle complex family dynamics, build trust through storytelling, and ensure clients’ wishes are respected. Financial professionals play a crucial role in supporting their clients through significant life transitions. By attending this presentation, you will gain valuable insights and strategies including the latest trends in senior housing to initiate and manage sensitive conversations about senior living with clients. Join us to enhance your ability to guide senior clients through long-term planning and difficult transitions with confidence and compassion.
In today’s ever-evolving healthcare landscape, having access to world-class medical services is more important than ever. At Best Doctors Canada Insurance, we are committed to providing comprehensive coverage and connecting you with top medical professionals worldwide. Join us for an exclusive session where we’ll explore the key benefits and features of our Global Medical Care plans. This informative discussion will equip you with valuable insights into our diverse insurance options, ensuring seamless access to exceptional healthcare—whether for emergencies, specialist consultations, or extended hospital stays.
This presentation introduces financial advisors to “New Factory Thinking,” a strategy designed to move beyond traditional financial services by embracing innovation and creating new value. It explores methods to expand a financial advisory practice by attracting higher-quality clients, increasing profitability, and improving efficiency. The session highlights the importance of continuous reinvention, adapting to evolving client needs, and leveraging advanced technologies such as AI and augmented reality. By adopting New Factory Thinking, advisors can transition from a product-centric model to a value-driven hub, offering a broader range of services—similar to platforms like Apple or Amazon. The goal is to help advisors build their ideal practice by developing high-margin services and establishing a virtual platform that generates passive income. This approach aims to significantly enhance earnings, reduce work hours, and create a more fulfilling, future-ready business.
This session will explore some of the factors to consider when planning business succession and book management to provide continuity of care to clients through a transition. Discussions will be had on finding the right advisor that fits with the overall business and operating philosophy and how to realize on the goodwill value of an advisor’s book of business. A deeper dive is taken into three pillars of how to realize on the value of the business once a successor has been determined and things to consider when structuring the formal succession of the business.
Incapacity is a growing issue for wealth advisors to deal with. This presentation is focused on reviewing incapacity from the perspective of wealth advisors and will deal with: - What incapacity is and how to spot it, including the presumption of capacity.- The incapacity tools available, such as: Powers of Attorney, Representation Agreements, Mandates in Anticipation of Incapacity, Alter Ego Trusts, and Joint Partner Trusts.- Issues surrounding financial institutions, including regulatory obligations, trusted contact persons, trading authorities, processes for dealing with substitute decision-makers (such as attorneys for property), requiring and reviewing medical evidence, and when a financial institution can refuse to accept instructions from an attorney. - Dealing with non-financial assets such as real property and private corporations. - Dealing with powers of attorney and guardianship orders from other jurisdictions.
His extensive experience includes planning for individuals with high value and complex assets, planning and implementing family governance structures, cross-border planning, working with clients to provide for beneficiaries with disabilities, and implementing corporate structures as part of tax and other planning.
Paul is currently a member of the STEP Canada Board of Directors, chair of the STEP Canada National Conference, past-chair of STEP Ottawa, and Internation Fellow of the American College of Trust and Estate Council (ACTEC).
This session will cover various claims scenarios, highlighting how E&O insurance can assist, but also discussing ways in which brokers and advisors can help to implement practices to ensure they are maximally protected in the event of a claim.
For questions, call our office at 1-888-654-3333.
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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