IAFP SYMPOSIUM 2027
THINK DEEPER.
PLAN SMARTER.
CONNECT BETTER.
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 three and a half day Symposium 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
- 20+ CE Credits
- 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
CE CREDITS
IAFP® | CIRO | MFDA | FP CANADA™ | ADVOCIS
Earn 20+ Continuing Education credits from the IAFP®. We also apply for accreditation from FP Canada™, Advocis, CIRO, and MFDA.
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!
KEYNOTE SPEAKERS
BRIAN PORTNOy
Ph.D., CFA
Brian Portnoy is an expert in the psychology of money, bestselling author of The Geometry of Wealth, and founder of Shaping Wealth, a learning and engagement platform that helps financial advisors develop the human capabilities that make advice more valuable and effective. He is also the creator of Lydia, an AI behavioural coach for financial professionals, and brings 20 years of experience in the hedge fund and mutual fund industries.
Dennis Moseley-Williams
Dennis Moseley-Williams is a customer experience expert and founder of Dennis Moseley-Williams Strategic Consulting. He is also co-founder of the Serious Shift Community for financial advisors, where he helps professionals create more meaningful and transformative experiences for their clients. Dennis is the author of Serious Shift: How Experience Staging Can Save Your Practice, which explores how the experience economy can be applied specifically to the financial services industry.
Dr. Keita Demming
Dr. Keita Demming is an award-winning educator, coach, and strategic advisor who helps leaders turn strategy into action. A partner at The Covenant Group, he works with entrepreneurs, executives, and family-owned enterprises to strengthen decision-making, leadership, and sustainable growth. He is also the author of Strategy to Action: Run Your Business Without It Running You.
CATCH THE EXCITEMENT
HEAR WHAT OTHERS HAVE TO SAY
CONFERENCE COUNT DOWN
As this year’s in-person Symposium sold out, there’s every reason to start planning early for next year’s event. Register by November 30, 2026 and take advantage of the 2027 Advance Registration Rate.
BOOK YOUR STAY
FORT GARRY HOTEL, SPA & CONFERENCE CENTRE
We’ve secured a room block at the Fort Garry Hotel, Spa & Conference Centre — a historic landmark in the heart of downtown Winnipeg. This premier property combines timeless elegance with modern comfort, offering exceptional amenities, a world-class spa, and convenient access to the city’s best dining and attractions.
Book your room early to take advantage of preferred IAFP® rates.
BOOK YOUR FLIGHT
EXCLUSIVE WESTJET AIRFARE
WestJet is providing exclusive discounted airfare for Symposium attendees travelling to Winnipeg. Enjoy savings of 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 transborder travel. The discount is valid for travel between September 16 and October 4, 2026.
When booking directly through WestJet or with your travel agent, please use the following coupon codes:
Guest Web / Travel Agent Web: 5K3I7LH | Travel Agent GDS only: YBP84
THE ONE WHERE THEY
PLAN FOR RETIREMENT
THEME TO LIFE IN AN UNEXPECTED WAY
Through a case study inspired by the lives of well-known characters, we will explore the complexity of real financial planning situations, where relationships, life transitions, competing priorities, and long-term goals all intersect. From retirement readiness and debt management to family dynamics and future uncertainty, this case challenges planners to think beyond the numbers and consider the full context behind every recommendation.
Because financial planning is rarely straightforward, and the best outcomes come from understanding the whole story.
BACK TO YOUR
GLORY DAYS GALA
Step back in time for a fun and nostalgic evening at the Symposium Gala. Guests are invited to dress in the decade they graduated high school: the groovy ‘70s flair, bold ‘80s style, grunge ‘90s vibes, or the sparkle of the 2000s and beyond.
Enjoy throwback music from across the decades and show off your retro style for a chance to win prizes for the best dressed of the night.
Gala tickets can be purchased when you complete your Symposium registration.
GHOSTS OF THE
FORT GARRY HOTEL
Before the Symposium begins, step inside one of Winnipeg’s most famous haunted locations: the Fort Garry Hotel. Join experienced investigator and storyteller Kristen Treusch for an evening exploring the legendary Room 202. Hear the sad and tragic tales of those who may still be dwelling within this grand old building and the circumstances that may have kept them there. For those who are curious, the experience also includes a guided paranormal investigation using professional equipment.
Tuesday, September 22 | 7:00 PM
$70 + GST | Limited to 13 participants
Add the Ghost Tour to your Symposium registration and reserve your spot today.
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THANK YOU TO OUR
2026 SPONSORS
Sponsorship opportunities for the 2026 event are sold out.
Please email symposium@iafp.ca for 2027 Sponsorship opportunities.
GALA & GALA ENTERTAINMENT
KEYNOTE
MEDIA SPONSOR
PLATINUM
GOLD
SILVER & MARKETING
BREAKFAST & LUNCH
BREAK & VIRTUAL
