2023 Conference & AGM
Program
Subject to change
3:00 pm – 4:30 pm ET
Get a grip on your business
- David Lewis, Entrepreneurial Operating System (EOS) Worldwide
5:30 pm – 6:00 pm ET
First timers reception
- The Westin
6:00 pm – 7:00 pm ET
Opening reception
- The Westin
7:00 pm – 9:30 pm ET
Opening banquet & The top geopolitical risks of 2023
- Evan Solomon, Publisher, GZERO Media, and Special Correspondent, CTV News
- Shaw Centre
8:00 am – 8:45 am ET
Breakfast
8:45 am – 9:00 am ET
Conference Chair’s welcome
9:00 am – 9:30 am ET
Armchair discussion with Terry Beech
-
Terry Beech, Member of Parliament for Burnaby North—Seymour, Liberal Party of Canada, Parliamentary Secretary to the Deputy Prime Minister and Minister of Finance
9:30 am – 10:30 am ET
New world, new rules
- Lital Marom, Innovation Strategist and Visionary
10:30 am – 11:00 am ET
Refreshment break
11:00 am – 12:00 pm ET
Concurrent workshops I
- Corporate asset transfer with optimized accessing of assets
- Mark Lawrence, CRM, RRC, CLU, President, Customized Insurance Strategies
- Moderator: Patrick Uzan, Vice-President, Planning Services, PPI Advisory
- Group Retirement Services (GRS) Mastery – Best Practices & Compliance Update & The Future
- Harry Matheis, FEA, CHS, RIS EPC, Founder, Matheis Financial Group
- Moderator: Ian Burns, CALU Board of Directors; Partner, David Burns & Associates
- MythBusters: Living benefits is not that scary
- Jeffrey Wilson, Secretary-Treasurer, CALU Board of Directors; Managing Partner, Sabre Strategic Partners
- Justine Zavitz, CLU, CFP, CHS, GBA, Vice-President & Advisor, Zavitz Insurance & Wealth Inc.
- Moderator: Samuel Waxman, CLU, CFP, CHS, CEA, Life and Living Benefits Insurance, Waxman Planning
12:00 pm – 1:45 pm ET
Lunch
Technology Spotlight – Calendar booking software will boost your production
- Samuel Waxman, CLU, CFP, CHS, CEA, Life and Living Benefits Insurance, Waxman Planning
Annual Meeting of Members
- Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA, Chair, CALU Board of Directors; Chairman, Barrington Wealth Partners inc.; Principal, Adams Wealth Advisory Inc.
- Guy Legault, MBA, FCPA, FCGA, CAE, President & CEO, CALU
- Robert McCullagh, CFP, CLU, CH.F.C., CHS, Vice-Chair, CALU Board of Directors; Chair, CALU 2023 Conference & AGM; Financial Advisor, Benefit Planners Inc.
- Barry Pascal, MFA-P, TEP, FEA, Past Chair, CALU; Partner, Bell Pascal Insurance Services
- Jeffrey Wilson, Secretary-Treasurer, CALU Board of Directors; Managing Partner, Sabre Strategic Partners
1:45 pm – 2:00 pm ET
Break
2:00 pm – 3:10 pm ET
Life beyond the capital dividend account – The new intergenerational transfer rules
- Daren Baxter, KC, TEP, Partner, McInnes Cooper
- Kim G.C. Moody, CEO, Moodys Tax Law LLP
Technology Spotlight – Digital Marketing with AI content creation made simple
- Steve Meldrum, B. Mgt., CFP, CLU, FEA, Corporate Life Insurance Specialist, Swell Private Wealth
3:10 pm – 3:30 pm ET
Refreshment break
3:30 pm – 4:30 pm ET
Trends in Underwriting
- Karen Cutler, MBA, FALU, FLMI, Vice-President, Head of Underwriting and Claims, Chief Underwriter, Manulife Financial
- Dr. Bruce Empringham, Medical Consultant, Canada Life
4:30 pm – 5:00 pm ET
Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada
- Melissa Lantsman, Member of Parliament for Thornhill, Deputy Leader of the Conservative Party
6:00 pm – 7:30 pm ET
Members & Speakers networking reception
7:15 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
- Greg Pollock, M.Ed., LL.M., C.Dir., CFP, President & CEO, Advocis
9:35 am – 10:45 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
- Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services, PPI Advisory
- 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
- 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
- Open finance masterclass: How data rights can empower Canadian consumers and SMEs
- Michelle Beyo, CEO and Founder, FINAVATOR
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
7:30 am – 8:45 am ET
Employee Benefits Issue Group meeting
Provinces Ballroom
Living Benefits Issue Group meeting
Governer General Ballroom III
(Buffet breakfast available starting at 7:15 am in the Confederation Ballroom Foyer)
8:00 am – 8:45 am ET
Breakfast
8:45 am – 9:00 am ET
Break
9:00 am – 10:00 am ET
Participating insurance – An actuarial perspective
- Mark Arruda, Assistant Vice-President, Insurance Product Management, Sun Life Financial
- Andrea Frossard, FSA, FCIA, Senior Vice-President, Par Insurance Solutions, The Canada Life Assurance Company
- Paul Savage, FSA, FCIA, Head of Individual Insurance Canada, Manulife Financial
- Moderator: Dominik Briault, FSA, FCIA, FEA, Vice-President, Actuarial Services, Feigelsohn Kellar
10:00 am – 10:30 am ET
Refreshment break
10:30 am – 11:30 am ET
Meet the Producers: Diversity and inclusion
- Iqbal Amiri, EPC, President & CEO, AMIRI Wealth Management Inc
- Al Jones, CLU, CFP, ICD.D, Senior Financial Advisor, A. Jones Wealth & Estate Planning
- Elke Rubach, CLU, CFP, FEA, MFA-P, LL.B, LL.M, Principal, Rubach Wealth
- Moderator: Murray Neilson, CFP, CLU, CH.F.C., FEA, Financial Planner, Nicola Wealth Management
11:30 am – 12:30 pm ET
Implementing tomorrow’s dream today
- James (Jim) A. Burton, ICD.D, Retired Executive Chairman, PPI Management & Founding Member of CALU and Family Enterprise Canada
- Wendy Sage-Hayward, MA, FEA, The Family Business Consulting Group
- Susan St. Amand, TEP, FEA, ICD.D, CLU, CH.F.C, President & CEO, The Sirius Group & Chair, Family Enterprise Canada
12:30 pm – 12:35 pm ET
Closing remarks
