THEME:
VANCOUVER ISLAND CONFERENCE CENTRE, NANAIMO, BRITISH COLUMBIA
Wednesday, September 24 - Friday, September 27, 2025
23rd Annual IAFP Symposium

WELCOME

Spend some time networking with some truly advanced financial planners, study technical subjects related to financial planning at an advanced level, and have some fun while you’re at it – our Symposium has it all.

We are excited to offer both an in-person and a virtual Symposium again this year with an excellent lineup of speakers and the same great content you have come to expect. The three and a half day Symposium will include Case Study specific presentations, Round Table discussions, Q&A with the Speakers, an Interactive Trade Show, connection opportunities with other attendees and Game Challenges where you can win an assortment of prizes.

WHY ATTEND

  • 23 CE Credits including 2 available FP Canada™ Responsibility Credits and qualify for IIROC Compliance credits too
  • An excellent lineup of speakers
  • Networking
  • Round Table Discussions
  • Interactive Q & A opportunities with Industry leaders
  • Case Study specific presentations
  • Tradeshow
  • Gala dinner and entertainment
REGISTER NOW
CHECK OUT OUR 2024 EVENT

CE CREDITS

IAFP® | IIROC | MFDA | FP Canada™ | Advocis

Earn over 23 Continuing Education credits from IAFP®, FP Canada™ and Advocis + approximately 19 IIROC and MFDA credits. Qualify for 2 Responsibility credits and 1 IIROC Compliance credit as well.

Continuing your education and upholding your professional license has never been this easy or enjoyable! The best part? If you require additional credits, our breakout sessions will be recorded to watch at a later date, and they also qualify for additional credits!

REGISTER NOW

DOWNLOAD THE EVENT APP

Get the most out of the IAFP® Symposium, by downloading our Event App!

  • Navigate the Symposium with ease
  • Real-time Event Updates
  • Interact with Speakers
  • Network & Connect
  • 100% Free

iOS ANDROID

For Blackberry or Windows Phone, Click here
For the Web App on your computer, Click here
Download the Whova Attendee User Guide, Click here.

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CATCH THE EXCITEMENT

HEAR WHAT
ATTENDEES
HAVE TO SAY

CONFERENCE
COUNTDOWN

321Days
16Hours
24Mins
49Secs

3 DAYS20 SPEAKERS 23+ CE CREDITS

VIEW FULL AGENDA

Mountain Time Zone

THIS YEAR'S CASE STUDY

REGISTER NOW
23RD ANNUAL IAFP SYMPOSIUM
September 24 – September 27, 2025

Take advantage of this limited time In-Person pricing:
$850 for both members and non-members!
But only until December 31st!

Speakers

Peter Bowen

Vice-President, Tax and Retirement Research, Fidelity Investments Canada ULC

Dr. Mark Soth

Associate Professor in the Department of Medicine at McMaster University

Amanda Richards

Senior Director of Business Development and Community Integration, Chartwell Retirement Residences

Brian Portnoy

Shaping Wealth

SORRY THE ROOM BLOCK IS NOW FULL

We have secured a room block at the Hilton Lac-Leamy Hotel. The rooms have Lake views with complimentary WiFi, and the hotel offers free onsite parking, an indoor swimming pool, a fitness room, plus many more amenities.

Don’t delay. Reserve now to avoid disappointment. 

Room Block Ends August 28th

BOOK NOW

CALL FOR RESERVATION: Participants may call the toll-free reservations line at 1-866-488-7888 and request our group rate using code CABF

BOOK YOUR FLIGHT

We have secured discounted airfare rates through WestJet for flights into
Ottawa International Airport.

WestJet will offer 5% off Econo and 10% off EconoFlex and Premium fares for travel within Canada and 2% off Econo, 5% off EconoFlex and 10% off Premium base fares for guests travelling Trans-border. No discount will apply to Basic or Business class bookings.

The travel period extends from September 18th to October 5th, 2024

To take advantage of this offer, please click the link below:

Should you wish to book directly through a travel agent, please use these coupon codes:
Guest Web / Travel Agent Web: 9Z7H2ZX
Travel Agent GDS only: YBM13

ENTERTAINMENT - LET THE FARCE BE WITH YOU

Join us for the grand finale of the IAFP® Symposium, Murder Mystery Dinner followed by our Speakeasy Lounge, a great place to network — an unforgettable gala event on September 27, 2024.

The (RRSP) The Rebellious Revel Strategic Partnership, are meeting to throw a surprise party for Duke Skyjockey on the anniversary of his escaping from the dull backwater of Ratta-toonie, cunningly disguising the party as a symposium for financial planners. However, the Amperor of the (TFSA) Tyrannical Farce Suppression Ampire, has crashed the party and arrested all of the guests.
Join Dark Skater, Duke Starjockey, Princess Labia, Hand Solo and his sidekick Gooey, and Amperor Palpitation for an evening of mysterious audience-interactive comedy, that will be sure to tickle you through “or in” the Farce.

Presented by:  Murder by Appointment

Tickets for this optional event are available when you register for the Symposium

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Thank You to Our 2024 Sponsors

GALA ENTERTAINMENT

GALA

Platinum

 

WELCOME RECEPTION

GOLD

 

SILVER & MARKETING

BREAKFAST & LUNCH

BRONZE