We provide our members with a collaborative environment that promotes shared learning, professional development, engagement and advocacy. Our national conference, webinars and other events provide members with access to timely insights from industry partners, technical experts and thought leaders from across Canada.

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2022 Conference & AGM

CALU’s 2022 Conference & AGM will be held on Sunday, May 1 to Wednesday, May 4 at the Westin in Ottawa, ON and will feature top-tier speakers, and opportunities to connect with industry and government leaders.

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Theme: Leadership matters

CALU is synonymous with leadership. Through our membership, we are leaders across the country and in our own communities. Leaders in insurance, in business, in estate planning. We are mentors, we are advocates, and we lead by example.

Which is why we are pleased to announce that the theme of the 2022 Conference & AGM is “Leadership matters | Le leadership, ça compte.” AGM chair Kelly Adams and the AGM Committee are preparing an exciting program that delves into the importance of leadership and what it means to be a leader in today’s world. Stay tuned for more details!


Despite the current status of the pandemic, we remain optimistic that we will be able to welcome you in-person in Ottawa for this signature event. We are both closely monitoring the public health situation and we are working on a hybrid component for those of you would like to attend virtually. Stay tuned over the coming weeks for further details, including registration, which will be made available once we have a clearer picture of the event format.

2023 Conference & AGM

CALU’s 2023 Conference & AGM will be held on Sunday, May 7 to Wednesday, May 10 at The Westin in Ottawa, ON

Regional meetings

Connect with other leaders and discuss matters affecting your business and clients. Our regional meetings are open to all members and provide timely technical updates, key strategic government policy initiatives, and member updates. Regional Meetings will not be held in 2021 due to the ongoing pandemic.

Associates’ meeting

The annual Associates Meeting, open to all members, features technical workshops designed to be of special interest and value to our Associates. These meetings provide our members with timely tax and other technical updates tailored to their distinct needs. For 2021, the Associates’ Meeting has been incorporated into the virtual 2021 Fall Conference due to the ongoing pandemic.

Expert webinars

Our live and on-demand webinars make it easy for members to stay informed on key industry issues, practice updates and emerging trends. Access high-quality content and learn from industry partners, technical experts and thought leaders from across Canada.

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.

Become a Member