Sunday, July 25
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| 11:30 am - 12:30 pm | Registration – Exhibits Open
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| 1:00 pm - 1:15 pm | Opening Ceremonies – Dennis Yanke, CFP, CLU, CH.F.C. Chair Ontario School
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| 1:15 pm - 2:15 pm | Juli Leith, B.A., FLMI, CFP, CLU
Coach
The Personal Coach
&
Fortunato Restagno
Brand Specialist
The Personal Coach
Branding
How do you stand out and build a strong brand in an era of hyper-information on the Internet, where everyone seems to be offering great service? As your relationship with your current clients is your number one source for finding new clients, you had best be referable. This presentation will give you some great ideas on how to be the best you can be, and how to communicate your value.
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2:15 pm - 3:15 pm
| Kris Birchard, BA, CFP, CLU, CH.F.C., TEP
President, Eagle Insurance Agency Ltd.
The Trusted Advisor: Estate and Business Succession Planning Strategies and Techniques
The recession may be nearing an end, but will Canadians enjoy a secure and sound financial future? How can advisors aid in the process of securing that future? The G8 countries' debt is mounting and the Boomers are going to be a needy generation. Where is the money going to come from? What is a trusted advisor and who should be one? It can be argued that there has never been a greater need for qualified advisors in recent memory, people who can guide clients and facilitate action that will secure a sound financial future. This session will examine strategies and techniques that have been employed successfully by Trusted Advisors to secure the goals and financial futures of their clients.
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| 3:15 pm - 3:30 pm | Coffee Break – Exhibits Open
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| 3:30 pm - 4:30 pm | Gil McGowan
Regional Vice-President, Business Development, Brokerage Networks, DSF
Selling made easy in the small- to medium-sized Group Retirement market
Group retirement plan providers have been focusing on large accounts for years. However, recent trends show that small to-medium sized businesses must also offer pension plans to attract and retain the best employees. In the light of this, Gil will be presenting an update on this industry as well as tips on how to successfully sell group retirement solutions to small- and medium-sized businesses.
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| 4:30 pm - 5:00 pm | Closing Remarks & Announcements
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6:00 pm Dinner
| Key Note Speakers:
Terry Zavitz, CFP, CLU, RHU, EPC, GBA
President, Zavitz Insurance Inc. & Chair of The Financial Advisors Association of Canada
Advocis Update
&
Honorable John Wilkinson
Minister of Revenue
Discussion regarding Ontario’s comprehensive tax package
On-site Dinner
Exhibits Open
Additional guests welcome to attend. Tickets available for sale.
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Monday, July 26
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| 7:00 am - 8:00 am | Breakfast – Exhibits Open
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| 8:00 am - 9:00 am | Sara Gelgor, BA, LLB, LLM, MBA
Chief Compliance Officer, ScotiaLife Financial, Scotiabank Group
Failure to Comply: Why Regulation Matters to You and Your Practice
Sara will highlight some of the key regulatory initiatives in the industry today and examine what impact they might have.
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| 9:00 am - 10:00 am | Jane Voll, CMA
The Bank of Canada Where we see the Canadian and world economy The Bank of Canada has been a trusted source of clear economic information in a world of massive economic disruptions. This session will help you understand the status of large-scale economic trends so you can better advise your clients on financial matters.
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| 10:00 am - 10:15 am | Coffee Break – Exhibits Open
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| 10:15 am - 11:15 pm | Debbie Hartzman, CFP, CLU, CDFA, TEP
Professional Investments/Insurance
Helping clients through divorce and separation With such a high rate of marital breakdown, financial advisors can help their clients greatly by bringing them up to speed on the financial aspects of divorce, and by facilitating work with other experts involved in negotiating the separation agreement.
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| 11:15 am - 12:15 pm | Robert Gignac
A peek inside your clients’ mind
Robert will help you understand the attitudes of clients towards wealth so that you may guide them to lasting financial security. The definition of financial words that clients use can be very different from what advisors expect, and building a common language is an important key to providing sound advice.
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| 12:15 pm - 1:00 pm | Elective – Working lunch
Kris Birchard, BA, CFP, CLU, CH.F.C., TEP
President, Eagle Insurance Agency Ltd.
The need for political engagement
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| 1:00 pm - 2:00 pm | Doug Carroll, JD, LLM (Tax), CFP, TEP
Vice President, Tax & Estate Planning – Invesco Trimark
”Tax Me If You Can”
Doug will examine recent federal and provincial tax and budget changes, review recent court cases and go in-depth on two special situations, including research on retirement marginal tax rates and the use of RRSP’s vs TFSA’s.
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2:00 pm - 3:00 pm
| Kevin Gaudet
Federal Director, Canadian Taxpayers Federation
Solutions for the Canadian deficit and debt
Governments at all levels have plunged deeply into deficits and propose to take years to eliminate them while debt rises sharply. Kevin will put forth ideas for quickly restoring financial balance to budgets and then reducing debt. Advisors can use this information to better understand the Canadian economy and fiscal policy, knowledge that may guide their wealth advice to clients.
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| 3:00 pm - 3:15 pm | Coffee Break – Exhibits Open
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| 3:15 pm - 4:15 pm | Brian Simpson, BSc., MBA, Ph.D.
Markets Don’t Fail
While many think the financial crisis of the last few years was caused by deregulation and free markets, Professor Simpson will show that regulation and other forms of intervention are the real culprits. Having taken in this presentation, you will be much better prepared to discuss this issue with clients.
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4:15 pm - 4:20 pm
| Closing Remarks & Announcements
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4:20 pm - 5:30 pm
| SHUTTLES to Winery
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6:00 pm Dinner
| Offsite dinner at Winery, Chateau des Charmes
Entertainment: “Glider” (band)
Additional guests welcome to attend. Tickets available for sale.
Shuttles return to hotel starting at 10 p.m.
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Tuesday, July 27
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| 7:00 am - 8:00 am | Breakfast – Exhibits Open
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| 8:00 am - 9:00 am | Litigation Partner, Cassels Brock
Advisor at Risk
In this presentation, Bessner summarizes industry risks to advisors and provides protective strategies for investment and insurance advisors to adopt, excerpted from her book: Advisor at Risk, a roadmap to protecting your business.
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| 9:00 am - 10:00 am | Regional Vice-President, AGF
Current risk and reality when investing in Europe and the US A discussion on European equity investing. Clients are worried about their financing of PIGS (Portugal, Italy, Greece and Spain). This session will examine the truth about the risks and rewards present in European markets. In addition, this session will compare the good financing of American companies compared to the poor rate of governments.
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| 10:00 am - 10:20 am | Coffee Break – Exhibits Open
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| 10:20 am - 11:20 am | Ali Mozaffari, MBA
Analyst - Financial Institutions
Moody's Canada Inc
&
Laura Bazer, MBA, MA
Vice President - Senior Credit Officer
Moody's Investors Service
The financial state of Canada's insurance companies
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| 11:20 am - 12:20 pm | Dan Richards [Watch Dan's Seminar Preview]
Founder and CEO, Clientsights.ca (Sponsored by Mackenzie Financial)
Lessons from the Top
Dan has created a new service for advisors wherein they can send video interviews to clients. Dan has interviewed many of the top names in the financial world over the past several months, and in this presentation condenses their business and financial perspectives.
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| 12:20 pm - 12:45 pm | Closing Remarks & Lunch
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Note: This agenda is still tentative and subject to change. Check back often for updates.
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