IFB 2017 Toronto Spring Summit

May 31 to June 1, 2017
Mississauga, Ontario

Register today

Event description

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 include: Assuris, Axis ReinsuranceBest Doctors Canada Insurance Services, Canada Protection Plan,  Canadian Institute of Certified Executor Advisors, DAS CanadaDesjardins Financial Security Independent NetworkEdward Jones, Experior Financial Group Inc.FDS Broker Services, Financial Planning Standards Council, Find Bob/Coming Up NextFinancial Services Commission of Ontario (FSCO)Glidepath Portfolio Services Inc.Home Trust CompanyIntelife Income TrustInvestment Executive, Launch 48Special Risk Insurance Managers, SSQ Life Insurance Company Inc.TNG Financial Software Inc.Transcend.

Recent NEWS! Opening keynote speaker, Tony Chapman, weighs in on Air Canada’s decision to move from Aeroplan to their own loyalty platform.  In this television interview he talks about the reasons why and offers insights on the consumer and marketplace that also applies to our business of doing business.

To listen, click the video below!

Keynote Speakers & Presentation Outlines

May 31st and June 1st

For full presentation information, please click HERE.


Becoming a Social Advisor

Darrell Keezer, Candybox Marketing
FPSC: Practice Management

RIBO Personal Skills

Social Media has always been about building authentic relationships with the right people, but what value are you providing as an advisor? It’s not about using online automation tools, latest fad, or paying people to like you online.  Social media strategist, Darrell Keezer, will show you practical examples of how the most successful companies generate new customers, encourage brand advocacy, and establish brand equity through good ideas and flawless execution. With a few easy steps, he will demonstrate how any financial advisor, can become a social advisor.



Recent E&O Cases: How the Courts Decided

Eric Dolden & Brett Stephenson, Dolden Wallace Folick LLP
FPSC: Practice Management
RIBO Technical

Noted insurance lawyer, Eric Dolden, partner at the boutique law firm of Dolden Wallace Folick LLP, is a leading expert in E&O insurance defense and claims. This presentation is ‘must see’ for any General insurance agents who place coverage for professional liability insurance, as well as for the Life/A&S agents and financial advisors for whom E&O is a mandatory requirement.  You will gain a deeper understanding of professional liability insurance as Mr. Dolden reviews some recent court cases, and discusses the reasons for the judge’s decisions, and provides insights into how claims can be avoided.



It’s Time to Disrupt the Disruptors

Tony Chapman, Tony Chapman Reactions
FPSC: Financial Planning
RIBO Management

The mass marketplace is collapsing under the weight of abundance. There are too many choices, channels and messages competing for the attention of a client who has a finite amount of time.  We are asking them to ‘drink from a firehose’, and their response is to turn off the tap and move to their social media where they are in control of who they connect with, and what they see, post, review, and buy.

Their online behaviour has spawned a vibrant marketplace populated by Disruptors who effortlessly and thoroughly connect Buyers and Sellers, through their ‘User Experience’.   Airbnb, Uber, Alibaba, Facebook, Snapchat, Booking.com have set up shop to steal market share, and Fintech is already making dents into how the client thinks, feels and behaves when it comes to their money.

Isn’t it time We Disrupt the Disruptors?



Retirement ‘150’

Peter Bowen, Vice-president, Tax and Retirement Research, Fidelity Investments  
FPSC: Financial Planning 

As Canada reaches its’ 150th birthday, many Canadians are looking forward to a retirement that is as long, or longer, than their working lives. As the realities of longevity risk increases, financial advisors are going to become even more important in helping Canadians achieve retirement security. This presentation examines the financial planning challenges and opportunities around how financial advisors can add value to investors.

Whether you are a general insurance agent that sells and services individual or group professional liability policies, or a life and/or A&S agent that purchases E&O as a mandatory licensing requirement, you are well advised to acquaint yourself with this type of insurance. Not all coverage is created equal, and Roberta Tasson, a partner at The Magnes Group, an independently owned property and casualty brokerage that has become a national leader in delivering insurance and risk management solutions to specific niche markets, will provide an overview of common plan features, exclusions, and trends in the professional liability market.


Eric Dolden

Dolden Wallace Folick LLP

Darrell Keezer

Candybox Marketing

Tony Chapman

TV personality & Entrepreneur

Peter Bowen

Vice-President, Tax and Retirement Research
Fidelity Investments


The International Centre
6900 Airport Road
Mississauga ON L4V 1E8
Get Directions


Download the event schedule


Continuing Education Credits

– Up to 12 hours of CE for Life Licenses

– Up to 9 hours of CE for RIBO Licenses

– Plus CE for professional designations

Overall sponsors

Elite sponsors

Media sponsors

3 Reasons you should attend this conference

Get a 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. Participating companies include:

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.


SPECIAL VICTORIA DAY Pricing for the 2017 Toronto Spring Summit is as follows:

$149.00 for IFB Members
$249.00 for Non-Members

Prices do not include tax.



If you are an exhibitor, please download our Exhibitor Manual.

Interested in becoming an exhibitor? Please contact us for more details.


Summit sponsors and delegates have access to discounted accommodations at the Four Points by Sheraton Toronto Airport Hotel.

Traditional room (single or double): $129.00 per night + tax

Call 905-678-1400 to make reservations. Quote “IFB Spring Summit”.

Reserve your stay by Wednesday, May 10th!

*There will be NO shuttle service from the hotel to the International Centre.