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
7:00 am - 7:50 am
7:55 am- 8:00 am
AED Introduction and Opening Remarks
KATHY McMILLAN
8:00 am - 8:40 am
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... Read More
Hadiza Djataou
8:45 am - 9:45 am
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
9:45 am - 10:00 am
10:05 am - 10:45 am
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... Read More
Sheila Wilson-Kowal
10:50 am - 11:30 am
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... Read More
Alex Steele
11:30 am - 12:10 pm
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... Read More
Gord Ross
12:55 pm - 1:55 pm
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... Read More
Mike Dragosits
1:55 pm - 2:05 pm
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... Read More
Tayler Sawchuck
2:00 pm - 2:45 pm
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... Read More
Ari Brojde
3:05 pm - 4:05 pm
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... Read More
James Fraser
4:10 pm - 4:50 pm
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
4:55 pm - 5:00 pm
WRAP UP
KATHY McMILLAN
6:30 pm - 9:30 pm
Foyer - outside of Beethoven Meeting Room
Welcome Reception
Meet and Mingle at our Welcome Reception – Open to all registered attendees and sponsors Enjoy a few appetizers and cocktails.
7:00 am - 8:00 am
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... Read More
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... Read More
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... Read More
Pierre Cléroux
9:15 am - 9:35 am
Mozart
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... Read More
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... Read More
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... Read More
KATHY McMILLAN
10:55 am - 11:05 am
Beethoven
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... Read More
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... Read More
Michelle Smith
ALEC MACISAAC
12:25 pm - 1:25 pm
Mozart
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... Read More
1:30 pm - 1:40 pm
Beethoven
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... Read More
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... Read More
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
3:05 pm - 3:25 pm
Mozart
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... Read More
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... Read More
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
6:30 pm
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... Read More
7:00 am - 8:00 am
Mozart
Breakfast
Meet with other delegates and enjoy breakfast before the sessions start.
Opening Remarks and Announcements
TERRY RITCHIE
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... Read More
David Wysocki
10:20 am - 10:40 am
Mozart
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... Read More
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... Read More
Michelle Smith
ALEC MACISAAC
12:00 pm - 1:20 pm
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... Read More
1:25 pm - 1:35 pm
Beethoven
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... Read More
Benjamin Felix
2:40 pm - 3:00 pm
Mozart
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... Read More
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... Read More
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,... Read More
Arin Klug
4:10 pm - 5:10 pm
Case Study – Round Table Discussion
We will discuss the case and have round table group discussions. Details to follow.
6:30 pm - midnight
Grand Salon
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... Read More
8:00 am - 9:00 am
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
10:15 am - 10:30 am
10:30 am - 11:30 am
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... Read More
Harold Geller
11:30 am - 12:00 pm
Closing Remarks
TERRY RITCHIE