2023 Conference & AGM

Speakers

Raymond Adlington
Partner

Miller Thomson LLP

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
Sanjana Bhatia, LL.B, LL.M. TEP
Director, Tax and Insurance Planning
Sunlife
Dominik Briault
VP, Actuarial Services
Feigelsohn Kellar
Vince Cardella, MBA, CFP, FEA
Principal, Strategic Wealth Planning
Promerita
Radhika Dirks, PhD
CEO, Xlabs
Geoff Finnie
VP, Head of Advanced Analytics Canada
Manulife
Yves Giroux
Parliamentary Budget Officer
Kelly Gustafson, IIBA – CBAP
Co-Founder

Etcetera Projects

Chris Hadfield, OC, OOnt, MSC, CD
Retired astronaut, engineer
Peter Julian
M.P. and House Leader and Deputy Critic for Finance
Laura Klaehn, CFP, CLU, CDFA, CHS, TEP
President

Vision Financial Partners Inc.

Guy Legault, MBA, FCPA, FCGA, CAE
President & CEO
CALU
Ryan Marcy
VP
Large Case Services, Canada Life
Florence Marino
VP, Tax and Estate Planning
Tompkins Insurance
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.

David McWilliams

Economist, Broadcaster, Bestselling Author

Laura Money, CFP, CLU, CHS
President
Monarch Financial Inc.
Nik Nanos

Chief Data Scientist and Founder
Nanos Research

Scott Plaskett, CFP, FEA

Managing Partner & CEO
Ironshield Financial Planning

Lori Power, GBA, CEPA

Owner
MP Benefits Inc.

Althia Raj
National Columnist
Toronto Star
Russell Shaw

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

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
Member of Parliament for Vaughan—Woodbridge (ON), Liberal Party of Canada
Holly Starkey
VP

Swiss Reinsurance

Sophie Strezos-Egnatis, CLU
President

Hunter McCorquodale

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

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