2024 Conference & AGM


Monday, May 6 @ 11:00 am – 12:00 pm ET

Growth and Succession – A Great Combo! (Wealth Creation and Management)

Aging demographics present both a challenge and an opportunity to CALU members across Canada.  In this session we will hear from CALU members that have been successful in balancing the growth and succession issues that are industry wide.

We will speak to advisors on each end of a succession journey about the Risks, Transition hurdles, Valuation considerations and strategies for continued Growth.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –


Joseph Galli
President, Pentor Charity Services
Jean-Marc L’Abbe, CD

C.I. Financial Ltd

Laura Money, CFP, CLU, CHS
Monarch Financial Inc.


2024 Conference & AGM