Agenda – Eastern Time Zone


This conference runs through all 3 days from 30 September, 2020 - 2 October 2020.
Day 1
30 Sep 2020
Day 2
01 Oct 2020
Day 3
02 Oct 2020

Opening Remarks

Peter Cishecki
11:45 - 11:55

Break – Mini yoga session (Sponsored by: Antares Investment)

13:25 - 13:45 pm

Break – Sponsor Showcase

15:15 - 16:00


The Business Owner Challenge – Maximizing Value in your Client Experience

Historically captive firms have controlled the client experience while focusing advisors on top line results and grid qualification.  As advisors move to Independence there is more opportunity to take back...
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Jeff Gans
17:30 - 17:40

Break – 10 minutes

Wrap up

Peter Cishecki


Mixology – Recipes and additional details will be added soon! Enjoy some fun at the end of the day!

Round Table Discussions re: Case Study

You will be assigned to a zoom room (table) with 7 others and will discuss the Case Study. Internet Connection – you will require a high-speed internet connection for an...
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11:20 - 11:35

Break – Sponsor Showcase

Why are millennials so broke?

Shana Srikaruna and Sasha Paikin, Dalhousie University Our presentation, entitled ‘Why are millennials so broke?’, gives an overview of the financial obstacles that the next generation faces and its staggering...
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Shana Srikaruna
Sasha Paikin
12:40 - 13:00

Break – Mini yoga session (Sponsored by: Antares Investment)

IMPACT ADVISOR – Integrating RI into your planning and portfolio construction process

The demand for responsible investing has increased exponentially over the past few years. The reason why integrating RI into your business has been answered through this demand. However, the question...
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Asmita Kanungo

How to Build Trust, Convert More Prospects & Grow Your Business With Financial Planning

Snap Projections helps Canadian financial advisors, planners, and investment managers to efficiently deliver personalized financial plans that are valued and easily understood by their clients. It offers comprehensive cash-flow, retirement,...
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Pawel Brzeminski

All About Honesty

Learn About the Most Effective and Ethical Way to Run Your Practice Rod Burylo’s session is approved to fulfill the requirement of one of hour of Compliance/Ethics for IIROC registrants....
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Speed Dating Lunch

This was a very positive and fun event last year for our attendees and sponsors!   We had fantastic feedback and requests to hold this event again! Enter your assigned zoom...
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Tax & Retirement Update 2020

As the COVID-19 health crisis causes impacts to the economy, this presentation provides an update on key 2020 tax developments and trends relevant financial advisors and their clients to help...
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Peter Bowen
16:10 - 16:20


Character and Professional Relationships

Learn About What CFPs Must Know When Building Their Network and Firing Clients Rod Burylo’s session is approved by FP Canada to fulfill the requirement of one of hour of...
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The Institute of Advanced Financial Planners (IAFP) will be holding its Annual General Meeting of members (AGM) on Thursday, October 1, 2020, at 5:40 PM EST. The AGM will be...
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Winning Body Language – Win Trust and Gain Credibility Virtually and Live

Stand Out, Win Trust and Gain Credibility when Presenting from your Work At Home Office There has never been a more important time for a leader or sales professional to...
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Mark Bowden
11:15 - 11:25

Break – Sponsor Showcase

12:30 - 12: 50

Break – Sponsor Showcase

13:55 - 14:10

Break – Mini yoga session (Sponsored by: Antares Investment)

Fireside Chat with The Right Honourable David Johnston, C.C.

Governor General of Canada, 2010 – 2017
David Johnston
15:15 - 15:45

Lunch – Sponsor Showcase

Protection with Co-Habitation/Marriage Contracts

You will be challenged to examine the value and security provided through co-habitation and marriage contracts for couples choosing to become a family unit, no matter what age they are....
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Panel – Growing and Retaining AUM, comparing various business models

Financial Planning and investment management go hand in hand in many industry practices. When they do the bulk of the firm’s revenue usually comes from management fees on assets under...
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Jason Pereira


As an R.F.P., you hold yourself to the highest standards of excellence and integrity. Taking your business to the highest level requires next-generation planning software.
Michael Curtis
16:50 - 17:00


Sing and Dance Party

Sing and Dance along with our money themed songs!  15 minutes to unwind after a long three days!  


Early Bird Pricing: SAVE $100.00 Until August 31st
Members: $395.00 plus tax | Non-Members: $495.00 plus tax
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on to complete the transaction. *non-member registrations are subject to approval