2024 Conference & AGM

Speakers

Taleb Abidali
Principle

Cresco

Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA

Past Chair, CALU Board of Directors, Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.

Raymond Adlington
Partner

Miller Thomson LLP

Iqbal Amiri
Life Insurance Advisor, President & CEO, Amiri Wealth Management Inc.
Hemal Balsara, CPA, CA, CFP, TEP, FEA
Head of Tax, Retirement and Estate Planning Services

Manulife

Scott Beckett, CLU
President
Edgewater Financial Group
Joël-Denis Bellavance
Ottawa Bureau Chief
La Presse
Jeff Bernstein, CLU, MFA-P
Managing Partner
Seligman Insurance
Sanjana Bhatia, LL.B, LL.M. TEP
Director, Tax and Insurance Planning
Sunlife
The Honourable/L’honorable Marie-Claude Bibeau, PC, MP/CP, députée
Minister of National Revenue/Ministre du Revenu national
Dominik Briault
VP, Actuarial Services
Feigelsohn Kellar
Ian Burns
Partner
DBA
Vince Cardella, MBA, CFP, FEA
Principal, Strategic Wealth Planning
Promerita
Radhika Dirks, PhD
CEO, Xlabs
Patrick Egit
Acting Director of the Financial Institutions and Instruments Section, Tax Legislation Division
Finance Canada
Diane Everett, LLB, CLU, TEP, FEA, CS
Vice President, Planning Services

PPI Advisory

Geoff Finnie
VP, Head of Advanced Analytics Canada
Manulife
Joseph Galli
President, Pentor Charity Services
Mehul Gandhi, CLU, CFP, TEP
Financial Planner Westmount Wealth Planning Inc.
Yves Giroux
Parliamentary Budget Officer
Lindsay Gwyer
Director General of Tax Legislation
Finance Canada
Kelly Gustafson, IIBA – CBAP
Co-Founder

Etcetera Projects

Chris Hadfield, OC, OOnt, MSC, CD
Retired astronaut, engineer
Jasraj Singh Hallan, MP
Shadow Minister for Finance and Middle Class Prosperity, Conservative Party of Canada
Peter Julian, MP
House Leader, Health Critic and Deputy Critic for Finance, New Democratic Party of Canada
Laura Klaehn, CFP, CLU, CDFA, CHS, TEP
President

Vision Financial Partners Inc.

Jim Kraft, CPA,CA, M.Tax
Advisor

BMO Financial Group

Jean-Marc L’Abbe, CD
President

C.I. Financial Ltd

Guy Legault, MBA, FCPA, FCGA, CAE
President & CEO
CALU
Eric Lidemark
Chair
Advocis
Lauchlin MacEachern
Director, Domestic Corporations and Trusts
Finance Canada
Ryan Marcy, CFA
VP
Large Case Services, Canada Life
Florence Marino
VP, Tax and Estate Planning
Tompkins Insurance
Brian Masse, MP
Critic for Innovation & Industry, New Democratic Party of Canada
Mike McClenahan, GBA

VP, Partner Solutions
Benefits by Design (BBD) Inc

Robert McCullagh, CFP, CLU, CH.F.C., CHS

Chair, CALU Board of Directors, Financial Advisor, Benefit Planners Inc.

Erin McKee

President, Insurance, Vice President, Wealth Services, Echelon Wealth Partners Inc

David McWilliams

Economist, Broadcaster, Bestselling Author

Laura Money, CFP, CLU, CHS
President
Monarch Financial Inc.
Hossein Mousavi
Principal
Cresco
Nik Nanos

Chief Data Scientist and Founder
Nanos Research

Bob Naufal

Manager, Income Tax Rulings Directorate Canada Revenue Agency

Jason Nicola, CIM

Wealth Advisor
Nicola Wealth

John Nicola, CLU, CFP, ChFC

Chairman, CEO, CIO
Nicola Wealth

Scott Plaskett, CFP, FEA

Managing Partner & CEO
Ironshield Financial Planning

Lori Power, GBA, CEPA

Owner
MP Benefits Inc.

Althia Raj
National Columnist
Toronto Star
Sterling Rempel, CFP, CIM, CLU, TEP
Wealth Manager, Investment Advisor
Future Values Wealth Management of Aligned Capital
Louise J. Roy
Acting Director, Income Tax Rulings Directorate
Canada Revenue Agency
Candy (Candace) Shaw, MBA, CFA
Senior Managing Director, Deputy CIO & COO
SLC Management
Russell Shaw

Senior Director, Individual Life and Health New Business Operations
RBC Insurance

Adam Shapiro, CLU, CFP, FEA, TEP, CPA,CA
Partner & Co-Founder
Chronicle Wealth
Jake Sheehan, CLU, FEA, TEP
Insurance Advisor
Life Design Systems Insurance Agency Ltd.
Mike Sim
Director and Chief Underwriter of Living Benefits
Canada Life
Francesco Sorbara, MP
Liberal Party of Canada
Holly Starkey
VP

Swiss Reinsurance

Mike Stocks
VP and CMO

Empire Life

Sophie Strezos-Egnatis, CLU
President

Hunter McCorquodale

Brad Vis, MP
Shadow Minister for Small Business Recovery and Growth, Conservative Party of Canada
Kevin Wark, LL.B, CLU, TEP
Tax Advisor
CALU
Mark Warywoda
VP, Public Portfolio Management
Equitable Life
Samuel Waxman, CFP, CLU, CHS, CEA

Advisor
Waxman Planning

Jeff Wilson

Principal
Sabre Strategic Partners

Robert Wilson, CFA

Senior Vice President, Head of Portfolio Construction Consultation Service
Picton Mahoney Asset Management

Michael Wortsman

Partner
Bridgewell Financial

Jarrett Zavitz, B. Sci, CFP, CLU, PFA, CEBS

Advisor
Zavitz Insurance and Wealth Inc.

Terry Zavitz, CLU, CFP, CHS, TEP

President
Zavitz Insurance and Wealth Inc.

TICKETS

2024 Conference & AGM Registration