IAFP SYMPOSIUM 2026
THINK DEEPER.
PLAN SMARTER.
CONNECT BETTER.
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
- 20 CE Credits including 2 available FP Canada™ Responsibility Credits and qualify for CIRO 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
CE CREDITS
IAFP® | CIRO | MFDA | FP CANADA™ | ADVOCIS
Earn 20 Continuing Education credits from IAFP®, FP Canada™ and Advocis + approximately 19 CIRO and MFDA credits. Qualify for 2 Responsibility credits and 1 CIRO 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!
KEYNOTE SPEAKERS
DR. MEGHAAN LURTZ
PH.D., FBSTM
LEADING GLOBAL EXPERT ON THE PSYCHOLOGY OF FINANCIAL PLANNING
A global expert in the psychology of financial planning and Partner at Shaping Wealth, who explores how behavioural science, communication, and curiosity can help advisors build stronger client relationships and create more meaningful financial conversations.
DR. MOIRA SOMERS
NEUROPSYCHOLOGIST AND FAMILY WEALTH CONSULTANT
A neuropsychologist, family wealth consultant, and Chief Learning Officer and founding partner of Blackwood Family Enterprise Services, who examines the human factors influencing financial decision-making, advisor effectiveness, and professional integrity.
DAVID CHILTON
FORMER DRAGON ON CBC’S “DRAGONS’ DEN” & BEST-SELLING AUTHOR OF “THE WEALTHY BARBER”
A Canadian personal finance icon whose unique blend of humour, storytelling, and practical financial wisdom has helped millions of Canadians build stronger financial futures, offering timeless lessons on money management and the habits that support long-term financial success.
CATCH THE EXCITEMENT
HEAR WHAT OTHERS HAVE TO SAY
CONFERENCE COUNT DOWN
IN-PERSON
IAFP® MEMBERS
EARLY BIRD
(JANUARY 1 – JUNE 30, 2026):
$945 + TAX
FULL PRICE
(JULY 1, 2026, ONWARD):
$1,245 + TAX
IN-PERSON
NON MEMBERS
EARLY BIRD
(JANUARY 1 – JUNE 30, 2026):
$1,145 + TAX
FULL PRICE
(JULY 1, 2026, ONWARD):
$1,445 + TAX
BOOK YOUR STAY
FORT GARRY HOTEL, SPA & CONFERENCE CENTRE
We’ve secured a room block at the Fort Garry Hotel, Spa & Conference Centre — a historic landmark in the heart of downtown Winnipeg. This premier property combines timeless elegance with modern comfort, offering exceptional amenities, a world-class spa, and convenient access to the city’s best dining and attractions.
Book your room early to take advantage of preferred IAFP® rates.
BOOK YOUR FLIGHT
EXCLUSIVE WESTJET AIRFARE
WestJet is providing exclusive discounted airfare for Symposium attendees travelling to Winnipeg. Enjoy savings of 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 transborder travel. The discount is valid for travel between September 16 and October 4, 2026.
When booking directly through WestJet or with your travel agent, please use the following coupon codes:
Guest Web / Travel Agent Web: 5K3I7LH | Travel Agent GDS only: YBP84
THE ONE WHERE THEY
PLAN FOR RETIREMENT
THEME TO LIFE IN AN UNEXPECTED WAY
Through a case study inspired by the lives of well-known characters, we will explore the complexity of real financial planning situations, where relationships, life transitions, competing priorities, and long-term goals all intersect. From retirement readiness and debt management to family dynamics and future uncertainty, this case challenges planners to think beyond the numbers and consider the full context behind every recommendation.
Because financial planning is rarely straightforward, and the best outcomes come from understanding the whole story.
BACK TO YOUR
GLORY DAYS GALA
Step back in time for a fun and nostalgic evening at the Symposium Gala. Guests are invited to dress in the decade they graduated high school: the groovy ‘70s flair, bold ‘80s style, grunge ‘90s vibes, or the sparkle of the 2000s and beyond.
Enjoy throwback music from across the decades and show off your retro style for a chance to win prizes for the best dressed of the night.
Gala tickets can be purchased when you complete your Symposium registration.
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THANK YOU TO OUR
2026 SPONSORS
GALA & GALA ENTERTAINMENT
KEYNOTE
MEDIA SPONSOR
PLATINUM
GOLD
SILVER & MARKETING
BREAKFAST & LUNCH
BREAK & VIRTUAL
