THEME:
HILTON LAC LEAMY HOTEL, GATINEAU, QUÉBEC
Wednesday, September 25 - Saturday, September 28, 2024
22nd 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 first day will be our Advanced Education Day followed by the two day Symposium which 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 2023 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

101Days
0Hours
32Mins
35Secs

3 DAYS20 SPEAKERSUP TO 23 CE CREDITS

VIEW FULL AGENDA

Mountain Time Zone

THIS YEAR'S CASE STUDY

REGISTER NOW
22ND ANNUAL IAFP SYMPOSIUM
September 25 – September 28, 2024

LIVE EVENT

VIRTUAL EVENT

EARLY BIRD PRICE – ENDS JUNE 30th
Members: $945.00 plus tax
Non-Members: $1,145.00 plus tax

REGULAR PRICE:
Members: $1,245.00 plus tax
Non-Members: $1,445.00 plus tax

EARLY BIRD PRICE – ENDS JUNE 30th
Members: $595.00 plus tax
Non-Members: $695.00 plus tax

REGULAR PRICE:
Members: $695.00 plus tax
Non-Members: $795.00 plus tax

Speakers

Brian Portnoy

Shaping Wealth

Amanda Richards

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

Dr. Mark Soth

Associate Professor in the Department of Medicine at McMaster University

Peter Bowen

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

BOOK YOUR STAY BEFORE AUGUST 28

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 Speakeasy Lounge — 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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Our 2024 Sponsors

GALA ENTERTAINMENT

GALA

Platinum

 

WELCOME RECEPTION

GOLD

 

SILVER

       

BREAKFAST & LUNCH

BRONZE