IFB Workshops

IFB Workshops

We are now introducing half day workshops in addition to our Summits and Regional Events! These workshops give advisors the opportunity to hear from keynote speakers, earn continuing education credits, and network with others in the industry.

The Future of Advice:

How Increasing your Bottom Line Starts with Increasing your Advisor Value

Join us for a half-day workshop featuring 3 hours of Life License CE.  FP Canada Approved CE Pending
Seating is limited, register early to avoid disappointment.


Wednesday, September 18, 2019


9:00 a.m. – 12:00 p.m.


Corporate Event Centre
5110 Creekbank Road
Mississauga, ON
L4W 0A1
Parking is free



Up to 3 hours of CE for Life Insurance advisors

FP Canada Approved CE for CFP professionals are Pending

Early Bird Pricing Options:

Workshop Only
Admission to the IFB Workshop Event on September 18, 2019
$45.00 for IFB Members (Regular $75)
$65.00 for Non Members (Regular $95)
*prices valid until August 30, 2019, prices do not include tax


Workshop PLUS Toronto Fall Summit 
Admission to the IFB Workshop Event on September 18, 2019 AND the IFB Toronto Fall Summit on November 5 & 6, 2019
$150.00 for IFB Members (Regular $200)
$250.00 for Non Member (Regular $300)
*prices valid until August 30, 2019, prices do not include tax



Presentation Outline:

In this 3-hour workshop Dave Faulkner, Head of Financial Planning with Nest Wealth and RazorPlan, will explore how the future of advice starts with capitalizing on past, present and future technologies.

Dave will give you insight and tactical best practices you can start delivering on today to advise clients better, gain efficiencies and increase your revenue.  Centered around the future of advice, you can expect to cover topics such as:

  1. Why the acquisition of RazorPlan by Nest Wealth will forever change financial advice.
  2. What Advisor Alpha is and how to use it to quantify your Value of Advice.
  3. How a simple checklist can help you focus your advice to create greater value.
  4. Advisor case study on the impact of advice and the ROI it can provide.


Past Workshops


Broker’s Workshop

Join us for a one-day workshop featuring 6 hours of RIBO accredited CE and 6 hours of Life License CE.
Lunch is included in the price.



Tuesday, June 18, 2019


9:00 a.m. – 4:30 p.m.


Corporate Event Centre
5110 Creekbank Road
Mississauga, ON
L4W 0A1



Up to 6 hours of Management, Technical, and Ethics CE for RIBO brokers

Up to 6 hours of CE for Life Insurance advisors

Up to 5 hours of FP Canada Approved CE for CFP professionals


$99.00 for IFB Members
$125.00 for Non Members 
*prices do not include tax



Participating Companies:

Bishop Communications Inc., Special Risk Insurance Managers Inc., Hunter McCorquodale

Schedule and Presentation Outlines:

 9 a.m. – 10 a.m. – The New Economy Advisor – Management Strategies for Success in the New Economy

RIBO Management
FP Canada CE Approved: Practice Management

Bill Bishop, CEO of The BIG Idea Company

Are you worried robots will replace you?  Are you concerned new tech-driven competitors will steal your clients?  Do you need new strategies to prosper in today’s new economy?

In The New Economy Advisor, BIG idea coach Bill Bishop presents a dozen high-powered strategies custom designed for today’s ultra-competitive marketplace.

He explains how to use technology to break through to more prospects, how to differentiate yourself by packaging a BIG Idea, how to attract more ideal clients by giving them free value, and how to make bigger sales by turning your clients into members.   He also explains the new role of human advisors in a world of robo-advisors.

Eye-opening, unconventional, and humorous, The New Economy Advisor will stir your creative juices, raise your marketing IQ, and get you super excited about the future of your business.

10 a.m. – 10:10 a.m. – Break

10:10 a.m. – 11:10 a.m. – Sports Leisure & Fitness Insurance

RIBO Technical
FP Canada CE Approved: Product

Neville Harriman, Special Risk Insurance Managers Inc.

Special Risk provides a seminar with an insight into the risk managing & insuring of sports, leisure & entertainment. This includes organized & adventurous sports such as adventure tours, white water rafting & zip lines. Exposures & sports injuries in sports such as “hockey, football, rugby” are also highlighted. The insuring of health spas, beauty & tanning salons is presented including specialized beauty treatments. This is followed by the insuring of fitness trainers, studios & gymnasiums. The seminar concludes with the insuring of special events “festivals, fairs, parades, fireworks & amusement risks’.

11:10 a.m. – 11:20 a.m. – Break

11:20 a.m. – 12:20 p.m. – Kidnap & Ransom Insurance 101

RIBO Technical
FP Canada CE Approved Product

Sophie Strezos-Egnatis, Managing Director, Hunter McCorquodale

Canadian families and enterprises alike face a rapidly evolving and progressively complex environment in regards to kidnap, extortion and other security risks both at home and abroad.  Join Sophie to learn more about the insured events, features, benefits and underwriting of this unique insurance product including the growing demand for it from the most unexpected segments of the market.

Joining Sophie on the podium will be a consultant from Crisis Management & Response Services for Constellis the dedicated crisis response team for Travelers Syndicate at Lloyd’s, London.  He will walk you through the crisis management process, the benefits of having access to a professional response team during a crisis including risk mitigation strategies and duty of care considerations.

12:20 p.m. – 1 p.m. – Buffet Networking Lunch

1 p.m. – 2 p.m. – Character and Professional Relationships

RIBO Ethics

Rod Burylo, Business Development Manager, Croft Financial Group

This course introduces Financial Advisors to the most important concepts and issues related to character, professional relationships and ethics in the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

2 p.m. – 2:15 p.m. – Break

2:15 p.m. – 3:15 p.m. – Helping Business Clients Save: The Personal Pension Plan

RIBO Management
FP Canada CE Approved: Product

Jean-Pierre LaPorts, CEO, INTEGRIS Pension Management Corp.

The PPP was engineered to address lack of pension solutions for small business owners. PPPs are similar to Individual Pension Plans (IPPs), but add more flexibility for younger plan members and in years when the business has lower revenue. Find out why PPPs are an ideal solution for Business Owners  and Incorporated Professionals aged between 30 and 71 years and receiving T4 income.

3:15 p.m. – 3:30 p.m. – Break/Draw Prize Winners

3:30 p.m. – 4:30 p.m. – Insurance for Privacy and Network Security Breaches

RIBO Management
FP Canada CE Approved: Practice Management

Roberta Tasson, The Magnes Group

It was recently said that there are only two types of businesses: those that have been hacked, and those that will be.  That statement applies to all businesses (including yours) – not just corporations – and as advisors, none of us are immune.   Privacy and Network security breaches aren’t just caused by cybercriminals.  Just as often, they are the result of human error, software glitches, or the loss or theft of files.  Join Roberta for this eye-opening presentation in which she’ll walk you through the exposures all advisors face, privacy law in Canada, and the available coverage for this risk.