Agenda – Mountain Time Zone
Program
This conference runs through all 3 days from 22 September, 2021 - 24 September, 2021.
Day 1
22 Sep 2021
Day 2
23 Sep 2021
Day 3
24 Sep 2021
8:00 am - 8:10 am
Introduction of Advanced Education Day Session
PETER CISHECKI
8:15 am - 8:55 am
Wealth Management in a Digital World
How digital technology is transforming today’s advisor practice Pascal CEO Howard Atkinson, one of Canada’s leading wealth management executives, takes a deep dive into the role digital technology is playing... Read More
Howard Atkinson
9:00 am - 9:40 am
The U.S., the biggest economy in the world
In this session Kathy will ask Greg to cover the following: It has been roughly 6 months since Biden took office, what is the feeling on Capitol Hill? And what... Read More
Kathy McMillan
Greg Valliere
9:45 am - 10:00 am
Break Mini Yoga Session – Sponsored by:
Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing... Read More
TAYLER SAWCHUK
10:05 am -10:40 am
Maximizing income in a zero interest rate environment
Bob will talk about the challenge of generating income for clients in the decumulation phase while managing sequential risk and longevity risk in a historically low interest rate environment.
Bob Sewell
10:45 am - 11:20 am
Simplifying your business to maximize the value
Steve shares his extensive experience working with successful planners to grow their business and maximize the value in contemplation of an exit plan or succession plan.
Steve Meehan
11:20 am - 11:55 am
12:00 pm - 1:00 pm
Global Macro View
Jurrien will dive in-depth into the drivers of the global economies and what investors can expect in the year ahead.
Jurrien Timmer
1:05 pm - 2:05 pm
Your Other Portfolio – Investing in your life- physically, socially and with purpose!
We are living longer, but there’s no guarantee of the quality of those extra years. Just as we pay attention to our financial portfolio in order to ensure our financial... Read More
Dr. Roger Landry
2:10 pm - 2:50 pm
Finding Purpose
Som Seif, CEO of Purpose Investments, will walk through his journey in Canadian financial services and how constantly adapting and innovating has shaped his past, present and future.
Som Seif
2:55 pm -3:35 pm
Registered Disability Savings Plans
This presentation will cover all aspects of establishing and maintaining an RDSP, including requirements to be a beneficiary (and the impact on a beneficiary’s other social benefits), requirements to be... Read More
Carol Bezaire
3:40 pm - 4:20 pm
Staying one step ahead of the cybercrime pandemic
Attacks against Zoom, Twitter, Desjardins, Target, Marriott, Colonial Pipeline, Solarwinds, etc. have demonstrated the business and reputational impacts of cyber threats. Over 785,920 unique phishing sites detected in 2018, raised... Read More
Scott Stennett
4:20 pm - 4:30 pm
4:30 pm - 5:10 pm
8:00 am - 8:15 am
Introduction of Symposium Sessions and Case Study
TERRY RITCHIE
8:20 am - 9:20 am
Round Table Discussions – Case Study
All attendees will join their assigned zoom room and discuss the Case Study. Please be sure to look at the Case Study before this session.
9:25 am - 10:25 am
Communicating effectively to enhance the transfer of financial wisdom and appeal to generational values
In order to pass on financial wisdom, conversations between generations are crucial. These conversation should occur amongst family members and between registered financial planners and clients. Our presentation to the... Read More
Brandi Mills
Jenna Silverberg
Graeme Wach
10:25 am - 10:35 am
10:40 am - 11:40 am
The Experience Economy
The Experience Economy The only unique competitive advantage is the exceptional experience a business can create for their clients. Goods and services are everywhere being commoditized. What consumers want today... Read More
Dennis Moseley-Williams
11:40 am - 12:00 pm
Break – Mini yoga session (Sponsored by: )
Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing... Read More
TAYLER SAWCHUK
12:05 pm - 1:05 pm
All About Integrity – Breakout session
IIROC Compliance Credit Rod Burylo will discuss the concept of integrity, identifying the various forms of expression within the financial services industry. Burylo will consider these different forms of use... Read More
ROD BURYLO
12:05 pm - 1:05 pm
How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning
Now, more than ever before, Canadian consumers are seeking more than just investment or insurance products. They need, and are willing to pay for, financial planning advice tailored to their... Read More
David Buye
Alex Mercer
12:05 pm - 1:05 pm
Your Clients Don’t Feel Engaged: Creating and Implementing a Winning Communication Strategy
Advisors know the meaning of relationships better than most professionals, but often still struggle to translate their value online, on social media, or on video calls—let alone see an ROI... Read More
Ariel Kutcher
1:05 pm - 2:05 pm
Sponsor SPEED DATING Lunch
Join your assigned Zoom table and enjoy your lunch while you learn more about the sponsors and what they have to offer. The Symposium would not be possible without the... Read More
2:10 pm - 3:10 pm
Estate Planning In the Pandemic: Wills and Powers of Attorney for Business and Blended Families
Rachel will dive into the important topics surrounding estate, tax and succession planning, specifically relating to estate planning for business owners and highlighting the recent changes to legislation regarding video... Read More
Rachel Blumenfeld
3:10 pm - 3:20 pm
3:25 pm - 4:25 pm
Social Media Ethics
Rod Burylo will discuss communications strategy form an ethics perspective as it pertains specifically to the social media behaviour of advisors and other industry participants. Five types of social media... Read More
ROD BURYLO
4:40 pm - 5:40 pm
Applying Ethics: Business Continuity and Succession Planning:
Rod Burylo will discuss the topics of business continuity and succession planning for advisors from an ethics perspective. The guidance and expectations set by FP Canada and IAFP in code... Read More
ROD BURYLO
7:00 am - 7:10 am
Opening Remarks
TERRY RITCHIE
7:10 am - 8:10 am
8:15 am - 9:15 am
The $1000 Juicer
A dozen simple, quick tech tips to get more ‘juice’ from your existing office technology. In an hour you will learn to use your existing technology to connect with ALL... Read More
Kevin Cork
9:20 am - 10:20 am
MODERN…..FAMILY CONCEPTION: FERTILITY LAW AND REPRODUCTION TECHNOLOGY IN CANADA
“Susy and Tommy sitting in a tree, K I S S I N G: first comes love, then comes marriage, then comes Billy in the baby carriage”. 1968 is calling,... Read More
Shirley Levitan
10:20 am - 10:40 am
10:45 am - 11:45 am
The Evolution of Life/Complex Insurance Distribution
Over the past 50 years, the insurance industry has focused heavily on independent broker distribution to drive customer sales. However, with new digital and direct offerings, brokers are being forced... Read More
ALY DHALLA
10:45 am - 11:45 am
Tech-Enabled Practices Come Out on Top: Impress Clients & Drive Sales
When surveyed, 60% of Canadian financial professionals said the most efficient route to profitable growth came from leveraging technology. In a separate study, 58% of independent advisory firms planned to... Read More
Alvin Cheung
James Rockwood
10:45 am - 11:45 am
Transforming the Wealth Planning Experience
Co-founders, Tarsem Basraon and James Fraser will walk through Planworth’s financial planning software and demonstrate how the platform helps advisors deliver, and their clients achieve, tailored and comprehensive planning solutions,... Read More
James Fraser
Tarsem Basraon
11:50 am - 12:50 pm
Identifying Insurance Needs and an Introduction to Financed Life Insurance
Identifying insurance opportunities is a struggle for many advisors. In this presentation, Brian will identify and discuss various insurance needs for all family members from the case study.
BRIAN LAUNDRY
12:50 pm - 1:00 pm
Break Mini Yoga Session – Sponsored by:
Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing... Read More
TAYLER SAWCHUK
1:15 pm - 2:15 pm
Estate Planning: Doing nothing is an option, but not necessarily the best option
As a leading Insurance Marketing Organization in Canada, PPI has deep expertise in insurance-based tax and estate planning for high net-worth clients and business owners. We’ll present a case study... Read More
Glenn Stephens
Diane Everett
2:15 pm - 3:45 pm
Sponsor SPEED DATING Lunch
Join your assigned Zoom table and enjoy your lunch while you learn more about the sponsors and what they have to offer. The Symposium would not be possible without the... Read More
3:50 pm - 4:50 pm
A Cross-Border Financial, Tax & Estate Planning Update
Given the challenges of the last two years – the pandemic, the results of the 2020 U.S. and upcoming Canadian elections, and the various tax policy proposals in each country... Read More
TERRY RITCHIE
4:50 pm - 5:00 pm
Prize Announcements
Play the Game and earn points – win prizes
5:05 pm - 6:05 pm
Chocolate Tasting Experience
For the LOVE of Chocolate – Tasting Experience For the LOVE of Chocolate is a FUN and INTERACTIVE chocolate education and tasting EXPERIENCE which includes a curated chocolate tasting kit... Read More
OLIVER WOODBURN