2023 Conference & AGM
Program
Day Three – Tuesday, May 9
7:30 am – 9:00 am ET
Pancakes and politics
- Daniel Blaikie, Member of Parliament for Elmwood—Transcona (MB), New Democratic Party of Canada
- Adam Chambers, Member of Parliament for Simcoe North (ON), Conservative Party of Canada
- Francesco Sorbara, Member of Parliament for Vaughan—Woodbridge (ON), Liberal Party of Canada
9:00 am – 9:15 am ET
Day 3 welcome
9:15 am – 9:30 am ET
Advocis update
- Catherine Wood, CFP, CLU, TEP, CHS, MBA, MISt, ICD. D. (CALU associate), Chair of Advocis
9:30 am – 10:40 am ET
Client communications in Times of Crisis and Loss
- Amy Florian, CEO, Corgenius
Technology Spotlight – Using data to better your practice
- Erin McKee, Vice President, Wealth Services and Insurance, Echelon Wealth Partners Inc.
10:40 am – 11:00 am ET
Refreshment break
11:00 am – 12:00 pm ET
Concurrent workshops II
- Client communications in times of crisis and loss (an in-depth look)
- Amy Florian, CEO, Corgenius
- Moderator: Laura Money, CLU, CFP, CHS, Senior Financial Planner, Coutts Financial Services Inc.
- Post mortem planning: Where are we now?
- Hemal Balsara, CPA, CA, CFP, TEP, FEA, Assistant Vice-President, Regional Tax & Estate Planning, Manulife Financial
- Rachel Blumenfeld, TEP, Partner, Aird & Berlis
- Michael Selchen, TEP, Partner, Aird & Berlis
- Moderator: Florence Marino, LL. B., TEP, Assistant Vice-President, Tax, Retirement and Estate Planning, Manulife Financial
- Unleashing the potential of Wage Loss Replacement Plans
- Scott Beckett, MBA, President, Edgewater Financial Group
- TBC
- Moderator: Terry Zavitz, CLU, GBA, CHS, CFP, TEP, CEA, EPC, President, Zavitz Insurance & Wealth Inc.
12:00 pm – 2:00 pm ET
Lunch
Technology Spotlight – Necessary tools for your work folder
-
Jake Sheehan, CLU, FEA, Insurance Advisor, Life Design Systems
Tax and Estate planning
- Kevin Wark, LL. B., CLU, TEP, Tax Advisor, CALU
- Pamela Cross, ICD.D, TEP, LL.B., Partner, Borden Ladner Gervais LLP
2:00 pm – 2:15 pm ET
Break
2:15 pm – 3:15 pm ET
Concurrent workshops III
- Masterclass 2.0
- Paul Marion, CLU, CHS, Executive Managing Director of Tax & Wealth Planning, Harbourfront Wealth Management
- Moderator: Jake Sheehan, CLU, FEA, Insurance Advisor, Life Design Systems
- When to involve a third-party administrator (TPA)?
- Jane Bawtenheimer, Director, Business Development, Johnston Group
- Gavin Mosley, CEBS, Group Benefits Consultant, Mosley Group Benefits
- Moderator: Ed Hofstede, Vice-President, Consulting and Customer Service, AGA Benefit Solutions
- Behavioural finance: Resilient advisor
- Rob Kochel, Director, Invesco Global Consulting
- Moderator: Brian McGuire, BA, CFP, Financial Advisor, Peacock Sheridan Group
3:15 pm – 3:45 pm ET
Refreshment break
3:45 pm – 4:45 pm ET
Pundits Panel
- Joël-Denis Bellavance, Ottawa Bureau Chief, La Presse
- Nik Nanos, Chief Data Scientist and Founder, Nanos Research
- Althia Raj, National Columnist, Toronto Star
- Moderator: Guy Legault, MBA, FCPA, FCGA, CAE, President & CEO, CALU
5:30 pm – 6:30 pm ET
Founding and Charter Members reception
- By invitation only
