After 3 years of virtual events, the Alberta Fall Summit is back! On November 23, 2022, join us LIVE to learn from industry experts, network with like-minded professionals, earn CE credits towards your licenses and professional designations, and much more.
Its known fact that wait times in Canada for elective and Major surgeries is unacceptable and is vastly growing especially if your condition is not considered an immediate necessity. During the pandemic alone, the Canadian healthcare system has suspended approximately 300,000 surgeries. The impact of the decision to suspend and postpone health care services are going to have a lasting impact on your families and your clients.
Together lets talk about the continuing changes to healthcare in Canada and the different things that can be done to navigate these changes and choose a plan that suits the needs of your clients.
Presented By
Deep Bajwa
Best Doctors Insurance
Deep is an innovative, forward-thinking executive with nearly a decade of experience in the insurance, health and executive benefit management industries. His consultative leadership style has inspired local and national teams of sales and marketing executives to achieve outstanding results. Deep continues to build his expertise in strategic planning and execution, team leadership, sales operations, business development, marketing, profit and loss reporting (P&L) and financial strategies. Due to his extensive exposure in the insurance industry on a national scale, Deep’s understanding of the insurance landscape extends to various markets across the country, including addressing their unique challenges.
Deep is a respected leader and trusted advisor by his team members, clients, partners and contacts in the Canadian insurance industry.
Financial Advisory M&A: Financing as a Strategic Option
Gain insights on the availability of capital in a cash flow specific industry; including the types of structures, terms and conditions and the pros and cons associated with each.
In this session, advisors will develop an understanding of the credit process in order to be better prepared for conversation with lenders, better prepared for the application process, and armed with the knowledge of what implications various purchase and sale structures can have. Through case studies, Tom and Pierre will demonstrate various options to structure a transaction, as well as share common mistakes or learnings they see during the entire transaction process (initial conversation to closing date). Ultimately, advisors will understand what their business is worth, what another advisors business is worth, and how to strategically think about available financing options in order to execute on their growth strategies.
Presented By
Tom de Larzac & Pierre Sauvé
CWM Maxium
Tom de Larzac is a financing professional who has spent his career working with and leading specialty lending groups in Canada and abroad. Working closely with Wealth Managment and Financial Planning professionals, he brings with him a strong understanding of credit and risk solutions as well as a focus on cash flow based financing.
Pierre Sauvé has over 25 years of experience in structured lending. As a member of CWB Maxium's Financial Advisory Lending Group, Pierre works closely with professionals in the financial planning and wealth management industries to provide tailored cash flow lending solutions for acquisitions, refinancings, expansions, and succession.
CRM Best Practices: 5 Ways to Build your Book of Business
Strengthen your business with the power of CRM and take "relationship management" to the next level. This session will cover topics that will maximize the value of your book, such as communication and compliance, calendaring and follow-ups, prospect and client profiles, next-level client service, and building your book of business.
Leverage the most powerful tools in CRM to manage and grow your business, and service clients with confidence.
Presented By
Brad Hartfield
Maximizer
Brad Hartfield is an CRM industry expert for Financial Advisors. Brad has been helping Financial Advisors successfully Maximize customer relationships for the last 20 years. His mission is to help you align advisor's business needs with their customer's objectives. Brad works exclusively with wealth management teams to help them focus on maximizing client acquisition and growing their book of business.
Retirement Planning with Life and Critical Illness Insurance
This presentation provides strategies advisors can use to help their clients diversify their retirement savings plan with life insurance. Current trends and challenges in planning for retirement are reviewed. Life insurance is positioned as a complement to other saving vehicles such as Registered Pension plans, Registered Retirement Savings Plans, Private Pension Plans, and Tax-Free Savings Accounts. The tax advantages of this diversified approach are detailed. The presentation will also show how critical illness insurance can help protect retirement savings from the financial impacts of a serious illness. A case study will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Financial and Member Benefits.
Presented By
Chantal Mackenzie
Canada Protection Plan
With over three decades of experience in the financial industry, Chantal Mackenzie is the Regional Vice President at Canada Protection Plan, a Foresters Financial Company for Alberta South, NWT/YT.
As Vice President, she focuses on transforming and coaching advisors and general managing agencies with their business growth plans. With an impressive record of success in developing winning growth strategies and building effective teams, Chantal has set strategic direction for brokers and distributors through Canada Protection Plan and Foresters Financial's product solutions and tools.
Over the course of her career, her experience in growing organizations has ranged from traditional to simplified issue insurance providers.
Estate Planning and Segregated Funds: A Marriage Made (not just) in Heaven
Let's explore insured investments and the value they bring to the estate planning process. We start with the big picture of estate planning and then dig deeper into the investment side. This session will highlight how your life license and expertise will benefit your clients. The goal is to increase your confidence and comfort level in having these important discussions with Canadians. Scheduling an estate planning conversation with your clients will open the door to other family members and the bonus of potential new business. Plus, your business will be set up to retain assets through generational transitions. You are invited to join us for this value packed and informative session.
Presented By
Paul Grunsell, BASc
Beneva (SSQ Insurance & LaCapitale)
Paul Grunsell is the Director of Business Development for investments with Beneva (SSQ Insurance & LaCapitale) in Southern Alberta. Paul has over 20 years of experience working and supporting independent financial advisors in varous roles throughout Western Canada. He currently is supporting licensed insurance brokers with investment options that are appropriate and add value to the consumer. Paul also enjoys his free time with family, his dog and motorcycles.
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits. CDIC will also discuss topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets.
Presented By
Emiel J. van der Velden
Canada Deposit Insurance Corporation (CDIC)
In his role as the Head of Depositor Solutions - Insurance & Compliance, Emiel is responsible for CDIC’s differential premiums function, member administration, trust deposit matters, and CDIC’s payout preparedness function. He has worked in federal financial sector regulatory organizations for close to 20 years.
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
Presented By
Christina Maurice Fazio
HomeTrust
Christina Maurice Fazio is the Senior National Business Development Manager of Deposits at Home Trust. Over the past 18 years, Christina has held several senior positions within the investment and wealth industry and has served on several non-profit boards. At BMO, she was the regular recipient of Best of the Best and Bravo Awards which highlighted her outstanding contributions. She is currently the Director of the Vanguard Foundation, previously she was President of the Ile Perrot Minor Hockey Association and co-chair of the Edgewater LBPSB Governing Board. In 2014, she co-founder of the Prenatal and Young Family Center in Vaudreuil-Soulanges which has since helped thousands of families with young children balance work and life obligations. Christina is an HEC Montréal and McGill University graduate with an Executive Master’s in Business and Administration. She is fluent in English, French and Italian and has basic proficiency of Spanish and German.
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.
Wednesday, November 23 2022
TBD
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