Sunday, August 14
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| 11:00 am - 11:50 pm |
Registration – Exhibits Open
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| 1:00 pm - 1:15 pm |
Opening Ceremonies
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| 1:15 pm - 3:15 pm |
Lawrence Geller, CLU
Creating And Adding Value Through Study Groups
Lawrence Geller Groups of peers formed for mutual support and inspiration have been proven to motivate financial advisors radically improve their business practices, thus improving their value to clients. Lawrence will review the essentials needed for advisors to create a powerful group to accelerate business growth.
The following people will be participating as part of Lawrence Geller’s presentation: Roger McMillan, B.A., CLU, CH.F.C., CFP, Susan St. Amand, Zoltan Barszo,B.A., John Bowden, CFP, CLU, CH.F.C., Barry Rebuck T.E.P., E.P.C., Joe Dickstein, Thomas P. McQuillan, B.A., CLU, CFP, TEP
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| 3:15 pm - 3:35 pm |
Coffee Break – Exhibits Open
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| 3:35 pm - 5:00 pm |
ADVISOR PANEL
Scott Harris, CPCA®, CLU®, CFP®
Certified Financial Planner and Investment Advisor, Principal
Stonehaven Financial Group
Bob Strachan
Wealth Advisor and Financial Planner
BMO Nesbitt Burns
Susan St. Amand
President
Sirius Financial Services
Examining three different advisory practice models
Different practices with different approaches:
1) Investment focused
2) Insurance focused
3) Dual focused
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5:00 pm - 6:00 pm |
Exhibits Open |
| 6:00 pm |
Dinner, Grand Ballroom doors open.
Salad served
Please make sure to have your badge with you as this is a closed door session.
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6:30 pm - 7:15 pm |
Key Note Speaker:
Elizabeth Witmer, MPP for Kitchener Waterloo
Ontario on the Move – Which Direction
Following presentation Questions & Answer period |
| 7:15 pm - 8:00 pm |
Dinner served |
7:50 pm
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Address: Robert McCullagh, CFP®, CLU, CH.F.C., RHU, Advocis National Chair
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| 8:00 pm - 10:00 pm |
Exhibits Open
Additional guests welcome to attend. Tickets available for sale. |
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Monday, August 15
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| 7:00 am - 7:50 am |
Breakfast
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| 8:00 am - 9:00 am |
Michael J. Gregory, CFA
Senior Economist, BMO Capital Markets
A State of The Economy Address
The last few years have seen the greatest economic disruptions most financial advisors and their clients can remember. This session will help advisors understand the status of large scale economic trends so they can better advise their clients on financial matters.
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| 9:00 am - 10:00 am |
Gil McGowan
Regional Vice-President
Business Development Brokerage Networks
Desjardins
Transitioning Your Practice To Include Group Retirement
How to build your book of business to include group retirement, and the benefits of having group business
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| 10:00 am - 10:20 am |
Coffee Break – Exhibits Open
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| 10:20 am - 11:20 pm |
Florence Marino, LL.B, TEP, AVP
Tax & Estate Planning Group,
Manulife Financial
Corporate Insurance Opportunities Unravelling the Mystical Code.
By far the largest insurance cases involve corporations. These cases can be complex, take longer to settle and involve external professional advisors. Is there a secret recipe? Yes there is... it's the Value of Advice. This session will provide technical background on the corporate market and explore the largest areas of opportunity for corporate insurance sales.
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| 11:20 am - 12:20 pm |
Harold Geller LL.B.
Doucet McBride LLP
How To Prepare For An Audit Of Your Business
There are various regulatory bodies that have the power to conduct careful scrutiny of your files and business practices. From your own Branch Manager or company to an insurance or securities regulator to FINTRAC, they each have their own current issues and different methodologies. This session will examine several crucial business practices such as document handling, security, compliance and others and recommend methods to make your practice more audit-ready and attack-proof.
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| 12:20 pm - 1:00 pm |
Lunch
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| 1:00 pm - 2:00 pm |
Rob Kochel
Vice President, National Accounts, Sales
Invesco Trimark
The Value Of Advice... Made Human
Client relationship management is an important part of the Advocis Best Practices Manual. Advisors may be called upon not only to provide dispassionate, rational and sound recommendations, but to engage the hearts and minds of clients in a vision of their successful future. Inspiring confidence and faith in the advisor's advice requires advisors to provide explanations, analogies, and even stories so that the message has a lasting and meaningful impact (Ability A1 of Practice Guidelines). Rob Kochel will outline the basics of Storyselling and provide advisors with take-away tools to greatly improve their communications.
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2:00 pm - 3:00 pm
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Ian M. Hull, , B.A.(Hons.), LL.B., TEP
Hull Estate Mediation Inc.
To Be An Executor Or Not To Be An Executor
Ian Hull will look at today's estate executor both from a legal and practical standpoint.
This session will include a review of the complex role of an executor including issues of family dynamics and multi-generational families and the impact of the movement away from the nuclear family.
Considerations will be given to changes affecting the risks of executors such as increasing wealth, investment management expectations and the ongoing concerns of litigation that can arise when an executor is charged with the fiduciary duty of managing an estate.
This session will also include a discussion on the expectations of accountability from a communications standpoint with beneficiaries and will consider the fiduciary requirements of a trustee during the performance of the trust.
Trustee negligence will be generally reviewed and solutions to the ongoing and rising risk of acting as an executor will be considered.
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| 3:00 pm - 3:20 pm |
Coffee Break – Exhibits Open
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| 3:20 pm - 4:20 pm |
John Kelleway
Regional Vice President, Ontario & Atlantic Region
DundeeWealth Inc.
Unleashing the power of technology in your practice
The topic will cover changes to our industry and how we can use current technology to improve practice efficiency, our service offering and client experience. We will look at this from both the advisor perspective, dealer perspective and finally from the clients perspective.
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4:45 pm - 6:00 pm
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Transport to Winery
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6:00 pm Dinner
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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 8 pm.
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Tuesday, August 16
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| 7:00 am - 7:50 am |
Breakfast – Exhibits Open
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| 8:00 am - 9:00 am |
Spectrum Financial and Insurance Services
Funerals, Family and Finance
Advisors regularly deal with many estate planning issues for clients but these are usually relating to insurance, tax and will planning. Greg draws on his experience as a Funeral Director to help advisors expand their knowledge into a domain they rarely tread. Join us for the missing chapter in most estate planning training sessions.
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| 9:00 am - 10:00 am |
Ann Marie Tucker, J.D.
Niagara Falls Memorial Medical Center
Accessible health care just a step away from home
Canadians have become accustomed to long and growing wait times to access health care, the shortage of physicians and mounting government deficits as the expenses of a centrally controlled system grow much faster than income. Many clients have saved and invested for years and can afford to buy timely care, but a monopoly system prevents it. Advisors can add value to clients' lives by understanding the services available just a few minutes across the national border and the existence of supplemental health insurance plans to help cover the costs.
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| 10:00 am - 10:20 am |
Coffee Break – Exhibits Open
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| 10:20 am - 11:20 am |
Steve Cunningham
CEO, Polar Unlimited
Harnessing The Value Of Social Media
New means of communicating with clients and prospects have emerged in just the last few years. The new medias are already transforming how advisors communicate with clients, prospects, financial institutions and the world. With these changes are coming new regulations that require careful attention for advisors to stay onside of compliance rules. Our expert speaker will review the value and application of the new media to help advisors provide more value to clients and strengthen and grow their businesses while keeping compliance departments happy.
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| 11:20 am - 12:20 pm |
The Honourable Maxime Bernier, Minister of State (Small Business and Tourism)
Celebrating the role of entrepreneurs
Entrepreneurs are unsung heroes that are imagining and creating the world of tomorrow. Minister of State for Small
Business and Tourism, Maxime Bernier is a frequent writer and speaker on the subject of government intervention in the economy. He will share his thoughts about the role of entrepreneurs and the necessity of freeing their creativity to ensure our future prosperity.
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Note: This agenda is still tentative and subject to change. Check back often for updates.
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