Agenda – Eastern Time Zone

Program

This conference runs through all 3 1/2 days from 28 September, 2022 - 01 October, 2022.
Day 1
28 Sep 2022
Day 2
29 Sep 2022
Day 3
30 Sep 2022
Day 4
01 Oct 2022

Bond Market Outlook: Past performance is not indicative of future results

During the first quarter of 2022, bonds recorded the worst performance in over 40 years and didn’t act as the portfolio ballast against volatility and equity risk as they used...
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Hadiza Djataou

Institutional investor perspectives on digital assets

Join Giles Anderson as he discusses recent trends and research on digital currencies and the surprising evolution of institutional investor sentiment in North America
Giles Anderson

The Power of Dividends – Sheila Wilson, Cardinal Capital Management

Many investors are looking for a way to turn their investments into income.  Today with the rate of rising inflation, this is no small task.  Income Portfolios are made possible...
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Sheila Wilson-Kowal

The New 60/40 Portfolio – Alex Steele

The 60/40 portfolio did what it was supposed to do.  It delivered decent returns with lower than market drawdowns. “What has worked will continue to work” a behavioral misstep known...
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Alex Steele

The Robinson Report: Private Lending; Are All MIC’s created equal?

Join us for “The Robinson Report” where Gord Ross, Chief Sales Officer for W.A. Robinson Asset Management and his co-anchors will discuss the history, benefits, risks, and differences associated with...
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Gord Ross

Clean Energy ETF: where macro forces meet changing investor values – Harvest Portfolios

Companies, governments, and ordinary investors are recognizing the need to shift away from fossil fuels. Climate change, energy geopolitics, and the improving business case for renewables have combined into a...
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Mike Dragosits

Mini Yoga Session

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 Sawchuck

How planners can benefit from quarterbacking fiduciary administration

The world’s largest ever transfer of wealth is now underway, with an estimated $68 Trillion expected to change hands over the next couple of decades. By and large, financial, tax...
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Ari Brojde

The Bigger Picture – Planning for Financial Wellness Up & Down the Wealth-Complexity Curve

The shift from focusing on investment returns to helping clients attain financial wellness is here. Traditional advice channels are facing pressure from digital alternatives and clients who demand more from...
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James Fraser

Using IPPs to Increase Retirement Wealth for Business Owners

Westcoast Actuaries steps into the ring with the Tyson family to see how an Individual Pension Plan (IPP) can bolster their retirement plan and provide significant tax reduction opportunities.
Bruce Moir
Spenser McCaig
Stephen Cheng

WRAP UP

KATHY McMILLAN

Welcome Reception

Meet and Mingle at our Welcome Reception –  Open to all registered attendees and sponsors Enjoy a few appetizers and cocktails.  

Breakfast and Registration – Day 2

If you did not register before the Welcome Reception Wednesday evening, you can register before the start of Day 2 at the registration desk in front of the main conference...
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Delegates Welcome & Introduction to the Case Study

The Symposium is based around the case study and this year we have the Maguire-Tyson Family.  This was the family we introduced last year during the virtual event, however, it...
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TERRY RITCHIE

BDC Economic Outlook: What to expect? 

Join Pierre Cléroux, Vice President, Research and Chief Economist of BDC, the bank for Canadian entrepreneurs, for an overview of the economic situation here and abroad. From inflation to labour shortages, supply chain...
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Pierre Cléroux

Refreshment Break & Sponsor Showcase

Enjoy a snack and take a few minutes to visit the sponsor booths.  This is a good opportunity to meet our sponsors and ask questions. Don’t forget to have your...
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The Ethical Financial Implications of Elder Abuse

Earn one FP Canada Responsibility credit Statistics tell us that seven out of ten incidents of elder abuse are never reported to anyone. When it is reported the damage is...
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Sabby Duthie
John Johnson

Silver and Bronze Sponsor Recognition

Thank you to our Silver and Bronze Sponsors – Kathy McMillan will recognize each of our Silver and Bronze Sponsors. We could not do our conference without them – Thank...
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KATHY McMILLAN

When housing cannibalizes the economy: Why Canada’s over-reliance on real estate sets up for a challenging future

Housing is in crisis in Canada.  House prices and consumer debt levels have run out of control.  Canada’s economy is increasingly reliant on housing investment and consumer spending to generate...
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Ben Rabidoux

Tulipmania Revisited – part one

In the 1630s, the prices of tulip bulbs got way out of hand in Holland – we talked about this at the 2018 Symposium. This year, we revisit the Tulipmania...
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Michelle Smith
ALEC MACISAAC

Lunch – Speed Dating

Speed Dating will start at 12:40 pm – please go to your assigned table with your lunch and wait for the dating to start!  This is a great way to...
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Announcement – 2023 Symposium

Our Symposium Chair, Aaron Hector, will announce the location of our 2023 Symposium.

Platinum and Gold Sponsor Recognition

Thank you to our Platinum and Gold Sponsors – Kathy McMillan will recognize each of our Silver and Bronze Sponsors. We could not do our conference without them – Thank...
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KATHY McMILLAN

Breakout Session: The Growth of U.S. Private Debt Funds – Current and Future Trends

Michael and Jeremy will examine the reasons for the increased demand from institutional and retail investors for private debt/credit funds. The presentation will cover topics such as covenant light, payments...
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Jeremy Bach
Michael Steepe

Breakout Session: Technology Solutions for the Trusted Advisors

In this session, Planworth co-founder, James Fraser, will highlight how technology can help you elevate to and maintain the role of trusted advisor to your clients.
James Fraser

Refreshment Break & Sponsor Showcase

Enjoy a snack and take a few minutes to visit the sponsor booths.  This is a good opportunity to meet our sponsors and ask questions. Don’t forget to have your...
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The Next 20 Years

Financial Planner, Writer, Commentator, Fintech Expert, and thought leader in the Canadian Financial Advisory space. Join Jason as he speaks about the past, present, and future of Financial Planning: how the industry...
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JASON PEREIRA

Business Succession Planning, painful, we all know! And how to maximize income and minimize CRA

The challenges of business succession, and how to draw cash flow from various sources in a tax-efficient manner.
Peter Bowen

Free Time – Dine About

If you would like to dine with others you can sign up for one of the restaurants that are posted at the registration desk.  Reservations will be made for 6:30...
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Breakfast

Meet with other delegates and enjoy breakfast before the sessions start.

Communication Skills Primer

In this foundational communication skills workshop, participants will learn how to effectively introduce themselves, 3 ways to engage clients, and how to optimize their body language.
Andrea Wojnicki

Re-Balance your Balanced Portfolio— Reconsidering the 60/40 amid Inflation, Rising Rates, Volatility – Harvest Portfolios

After decades of rock-bottom interest rates and low yields from fixed income, investors following the standard 60/40 allocation balance were punished in early 2022 by unsteady equity markets, rapidly dropping...
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David Wysocki

Refreshment Break & Sponsor Showcase

Enjoy a snack and take a few minutes to visit the sponsor booths.  This is a good opportunity to meet our sponsors and ask questions. Don’t forget to have your...
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Understanding the Canada Pension Plan

Everything you ever wanted to know about the CPP, and probably a whole lot more.
Doug Runchey

Tulipmania Revisited – part two

In the 1630s, the prices of tulip bulbs got way out of hand in Holland – we talked about this at the 2018 Symposium. This year, we revisit the Tulipmania...
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Michelle Smith
ALEC MACISAAC

Lunch – Speed Dating

Speed Dating will start at 12:10 pm – please go to your assigned table with your lunch and wait for the dating to start!  This is a great way to...
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Multifactor Asset Pricing: Theory and Practice

Investment portfolios are often evaluated by their risk-adjusted returns based on a single factor asset pricing model, the Capital Asset Pricing Model (Sharpe, 1964). Portfolios with excess returns relative to...
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Benjamin Felix

Refreshment Break – Last Sponsor Showcase Session

This is the last break with the booths and sponsors.  Be sure to make the connections and ask your questions. A very Big Thank You to All of our Sponsors!

Breakout Session – Property & Casualty Insurance

Paul will be covering the general insurance needs from a property and casualty standpoint to properly cover the assets for the case study. He will also review the general insurance...
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Paul Martin

Breakout Session – Optimizing Your LinkedIn Profile

LinkedIn is so much more than a job searching tool! In this hands-on session, participants will learn how to update their LinkedIn profile in real-time, plus learn tips and common...
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Andrea Wojnicki

Breakout Session – Online Wills: An Estate Lawyer’s Perspective

As with any disruptive technology, the emergence of online Will platforms has given rise to both opportunities and questions. In this session, you will learn about how online Wills work,...
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Arin Klug

Case Study – Round Table Discussion

We will discuss the case and have round table group discussions. Details to follow.

Gala – Dinner/Dance

The Gala will be held in the “Grand Salon” on the Casino Side of the Hotel – Dinner, Dance and Live Band! Cocktails – 6:30 – 7:30 Dinner – 7:30...
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Breakfast

Breakfast before the last 1/2 day of our conference.

Opening Remarks

TERRY RITCHIE

Selected Cross Border Financial, Tax & Estate Planning Issues

Terry will give a Cross Boarder Update including: A Planning Framework, Immigration, Custom Planning, Investment Management & Banking, Income Tax Issues, Independence & Retirement, Estate Planning and Special Circumstances.
TERRY RITCHIE

Financial Planning – the standard for the future is here today – warnings and tips from a lawyer sues people like us

Harold has represented over 1200 clients in claims against financial advisors and planners.  In this session he will share his “lessons learned” with both real life examples and issues arising...
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Harold Geller

Closing Remarks

TERRY RITCHIE

REGISTER NOW

20th ANNUAL IAFP SYMPOSIUM

September 28 – October 1, 2022

SYMPOSIUM

Join us for the full event

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $300

Members: $795.00 plus tax
Non-Members:
$995.00 plus tax

REGULAR PRICE:

Members: $1,095.00 plus tax
Non-Members: $1,295.00 plus tax

SNEAK A PEEK

Can’t commit to the full event?
You can register for the first day and Sneak a Peak at our live event.

Price: $150.00 plus tax

VIRTUAL EVENT

To accommodate people not yet ready to travel, we will be live streaming our Symposium.

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $100

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

REGULAR PRICE:

Members: $495.00 plus tax
Non-Members: $595 plus tax