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

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...
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Howard Atkinson

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...
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Kathy McMillan
Greg Valliere

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...
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TAYLER SAWCHUK

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

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

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

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...
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Dr. Roger Landry

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

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...
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Carol Bezaire

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...
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Scott Stennett

Sustainable Responsible Investing

Details coming soon
Baris Ozyetis

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.

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...
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Brandi Mills
Jenna Silverberg
Graeme Wach

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...
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Dennis Moseley-Williams

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...
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TAYLER SAWCHUK

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...
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ROD BURYLO

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...
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David Buye
Alex Mercer

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...
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Ariel Kutcher

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...
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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...
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Rachel Blumenfeld

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...
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ROD BURYLO

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...
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ROD BURYLO

Opening Remarks

TERRY RITCHIE

Taxation after Covid! Recent Tax Updates

Recent Tax Updates
Peter Bowen

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...
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Kevin Cork

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,...
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Shirley Levitan

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...
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ALY DHALLA

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...
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Alvin Cheung
James Rockwood

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,...
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James Fraser
Tarsem Basraon

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

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...
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TAYLER SAWCHUK

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...
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Glenn Stephens
Diane Everett

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...
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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...
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TERRY RITCHIE

Prize Announcements

Play the Game and earn points – win prizes

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...
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OLIVER WOODBURN

REGISTER NOW

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package