Education and inspiration for the independent mind
Nov. 18, 2026
12 - 3 PM ET
Online, Zoom
Fidelity presents a half-day virtual event exploring key retirement planning trends, strategies to strengthen client retirement readiness, and practical approaches to advisor succession and practice transitions.
Dec. 9, 2026
12 PM - 3 PM ET
Online
A curated showcase of purpose-built technology for independent financial professionals. Discover tools redefining how practices operate, grow, and serve clients.
Past Events
Oct. 28, 2026 to Oct. 29, 2026
Day 1: 9 AM - 5 PM
Day 2: 9 AM - 1:30 PM
Mississauga Grand Banquet & Event Centre
Sep. 29, 2026 to Sep. 29, 2026
1 PM - 5 PM CT
Victoria Inn Hotel & Convention Centre
1808 Wellington Ave
Room: Wellington A
Apr. 23, 2026 to Apr. 23, 2026
8:30 AM - 12:30 PM MT
BW Calgary Plaza Hotel & Conference Centre
Apr. 22, 2026 to Apr. 22, 2026
1 PM - 5 PM PT
UBC Robson Square - Room C400/C420
Mar. 25, 2026 to Mar. 25, 2026
12 - 1 PM ET
Online
Jan. 28, 2026 to Jan. 28, 2026
12-3:30 PM EST
Online
Nov. 4, 2025 to Nov. 4, 2025
8 AM - 5 PM
BW Calgary Plaza Hotel & Conference Centre
Oct. 22, 2025 to Oct. 23, 2025
Day 1: 9 AM - 5 PM
Day 2: 9 AM - 1:30 PM
Mississauga Grand Banquet & Event Centre
Sep. 17, 2025 to Sep. 17, 2025
12 PM - 2:10 PM ET
Online
Jul. 16, 2025 to Jul. 16, 2025
12 PM - 3:30 ET
Online
May. 7, 2025 to May. 8, 2025
11 AM - 5 PM EST
Online, wherever you are.
Jan. 16, 2025 to Jan. 16, 2025
8:30 AM - 4 PM (Subject to change)
Victoria Inn Hotel and Convention Centre
Nov. 19, 2024 to Nov. 20, 2024
11 AM - 5 PM EST (Subject to change)
Online, wherever you are
Oct. 29, 2024 to Oct. 30, 2024
Day One: 8 AM - 5 PM, Day Two: 8 AM - 1:30 PM
Mississauga Grand Banquet & Event Centre
May. 29, 2024 to May. 30, 2024
11 AM - 5 PM EST (subject to change)
Online, wherever you are
May. 16, 2024 to May. 16, 2024
9 AM - 5 PM
Morris J Wosk Centre for Dialogue
Nov. 22, 2023 to Nov. 23, 2023
11:00 AM EST - 5:00 PM EST
Online, wherever you are
Oct. 3, 2023 to Oct. 3, 2023
8 AM - 5 PM
Best Western Premier Calgary Plaza Hotel and Conference Centre
Jun. 21, 2023 to Jun. 21, 2023
12:00 PM - 3:30 PM ET
Online
Jun. 13, 2023 to Jun. 14, 2023
Day 1: 11 AM - 6 PM ET | Day 2: 11 AM- 3:45 PM ET
Online
May. 24, 2023 to May. 25, 2023
Day 1: 9 AM - 5 PM | Day 2: 9 AM - 2:30 PM
Pearson Convention Centre
Jan. 25, 2023 to Jan. 25, 2023
12:00 PM - 3:30 PM EST
Online
Nov. 23, 2022 to Nov. 23, 2022
8:00 am to 6:00 pm
*details subject to change.
Best Western Premier Calgary Plaza Hotel and Conference Centre
1316-33 St. NE, Calgary, AB
Nov. 8, 2022 to Nov. 9, 2022
Day 1: 8:30 a.m. - 5 p.m.; Day 2: 8:30 a.m. - 3:10 p.m.
Pearson Convention Centre
2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)
Sep. 29, 2022 to Sep. 29, 2022
1:00 p.m. - 4:00 p.m. EDT
Online
Sep. 14, 2022 to Sep. 14, 2022
12:00 P.M. - 1:00 P.M. EDT
Online
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