After 3 years of virtual events, the Toronto Fall Summit is back! On November 8 & 9, 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.
Earn up to 11 hours of CE:
11 hours Life
11 hours FP Canada
11 hours MFDA
3 hours RIBO
The total number of credits available for each licensing type may vary.
Pearson Convention Centre
2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)
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.
We'll be joined by 10+ knowledgeable speakers, ready to share their insights and how you can take your business to the next level. View some of the topics below. Check back soon for 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
CWB 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.
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
Sheldon Solomon
HomeTrust
Sheldon completed his MBA designation from the Richard Ivey School of Business at Western University. Currently Director of Deposits at Home Trust, Sheldon is responsible for deepening critical business relationships to encourage continued deposit growth.
Sheldon has over fifteen years of progressive experience in the financial industry, with expertise ranging from client experience and portfolio management to regulatory and compliance oversight. Additionally, he has held several leadership roles at leading financial institutions, including Citi Financial and Scotiabank, where he focused on developing the bank’s sales and operations strategy while continuing to aid clients in navigating the Canadian financial market.
Virtually unknown for most financial advisors in Canada, the rich array of tax minimization tools offered by pension laws continues to elude most. The multitude of additional tax deductions and tax strategies that come with registered pension plans are not well understood and therefore Canadian taxpayers end up paying more than their fair share of taxes every year. The fact that permanent life insurance strategies can be coupled with a pension plan is also problematic because many insurance sales could be part of a broader retirement planning strategy. This course reviews the deductions and strategies that make use of pension legislation for the benefit of small and medium size business owners and their families.
Presented By
Jean Pierre Laporte
Integris Pension Management Corp.
Drawing on over a decade of experience as a pension lawyer for several prestigious Toronto firms, including Bennett Jones LLP, Fasken Martineau LLP, Osler and Hoskin & Harcourt LLP, Jean-Pierre Laporte has dedicated his career to improving pension legislation. Frustrated that the significant benefits of pensions were not readily available to those outside of large companies, Jean-Pierre created the Personal Pension Plan ™ to level the playing field and open up a new world of financial options and increased retirement savings for incorporated professionals.
In 2004, Jean-Pierre Laporte set out to create a better solution for investors that wanted improved asset protection while minimizing taxes. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d'Etudes Politiques de Paris, he is often called upon as an expert witness before the House of Commons Standing Committee on Finance, and he has written several seminal articles on pension reform, including an expansion of the Canada Pension Plan. In 2012, for his efforts are improving retirement solutions for Canadians, he was awarded the Queen Elizabeth II Diamond Jubilee Media by the Governor General of Canada.
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.
Let’s Simplify it! Breaking Down Concepts of Living Benefits
It's been said that 'Genius is the ability to reduce the complicated to the simple.' In this presentation, we will not only share a better understanding but help to clear up misunderstandings about what we think we know about Living Benefits, their place, their purpose and how we can simplify the plan.
Presented By
Ariana Kane
Humania Assurance
Ariana Kane is currently a National Sales Director for Humania Assurance and has been licensed in both Securities and the Insurance Industry since 2004. She is passionate in the importance of teaching people the rules of the money game and really helping advisors level up their skills, sales, confidence, connection and capacity. She's a certified sales trainer specializing in Business Development, High Performance Coaching, the Psychology of Sales and the 'what would this look like if it were easy' strategy.
Your most valuable asset in your business is the client relationships you build. Transferring your clients and the revenue that is produced is one of the hardest steps an owner will undertake in their career and it's important to do it right the first time. Selling your business can seem like a daunting task at first — during his presentation Roland will identify crucial elements for you to think about as you begin the process of finding your successor.
Presented By
Roland Chan
FindBob
Roland Chan is the founder and CEO of FindBob an enterprise platform that's simplifying succession for the insurance and financial services industry. Prior to founding FindBob Roland was the successor to an MGA in the Greater Toronto Area and oversaw operations for the 150 person agency. After witnessing firsthand the challenges lack of succession and continuity planning have on firms, agents, their families and clients Roland decided to assemble a crack team of technologists and financial professionals passionate about solving this problem.
Understanding Care and Support Options in Canadian Retirement Homes
As advisors, you are in a unique position to help guide your senior clients and/or their adult children navigate their care and support options in their later years. What are some of the things your clients need to consider when planning for the future and how do you help answer their questions? The purpose of this session is to explore the necessities of proactive planning by reviewing the various lifestyle options available in retirement living settings. You will learn about the continuum of care and how your clients can best prepare financially to accommodate their changing and evolving needs over time. Join us for a conversation about your role as an advisor as it pertains to educating your clients about their options for senior care and learn about the available resources to help you, help your clients and become a trusted partner.
Presented By
Amanda Richards
Chartwell Retirement Residences
Amanda Richards is the Senior Director of Business Development and Community Integration at Chartwell Retirement Residences, Canada's largest senior living provider. She has a rich history in the Canadian senior living landscape with over 17 years of experience and is currently responsible for Chartwell's B2B strategy inclusive of National partnerships. As a seasoned senior living sales expert, she is committed to helping business professionals provide guidance and advice to their senior clients. She holds an undergraduate degree from McMaster University, a post-graduate diploma in leadership from Athabasca University and her CPCA (Certified Professional Consultant on Aging) and Elder Planning Counselor designations. Amanda is well-versed in the intricacies of helping seniors and their families navigate the complexities of today’s senior-living options and understands the challenges associated with selling to and working with this market segment.
What, Me Worry? Cybersecurity and the Independent Financial Professional
If you are like most independent advisors, you probably think that cyberattacks and hacking are something that only happens to big corporations. Unfortunately, you are wrong. Not only does the size of your operation have no bearing on the likelihood of a cyber-attack, the fact that you operate in the financial services make it that much more likely that a cybercriminal will target you.
Knowing how to protect your business, and your client’s data, begins with understanding the risk. Roberta Tasson, Partner at the Magnes Group, will guide you through the ways that your business may be vulnerable to data breach, ransomware, phishing scams, and more, and provide you with a roadmap to securing the sensitive data in your care.
It’s a ‘can’t miss’ presentation for every financial professional.
Presented By
Roberta Tasson
The Magnes Group
Roberta Tasson, Partner at The Magnes Group Inc., has worked in the insurance industry since 1996, and joined Magnes 18 years ago. She leads the Professional Liability niche within Magnes, which includes professional liability/errors & omissions insurance, directors' & officers' liability insurance, financial institution bonds, and cyber liability insurance. Roberta received her Honours B.A. from the University of Toronto, and holds the Chartered Insurance Professional (CIP) designation.
Many financial professionals think that E&O claims are something that only ever happen to other people. And, while the majority of agents will go through an entire career without a claim, many well-intentioned and responsible advisors are surprised when the unthinkable happens to them. This session will provide you with insights into some common areas in which claims arise, and some simple good habits that will help prevent problems, and that will also strengthen your position before the courts should an incident ever lead to a claim against you.
The Financial Services Regulatory Authority Update
Pt. 1 Market Conduct Supervision in Ontario: In this session, FSRA representatives will share the Ontario regulator’s priorities in Life and Health insurance. In particular, we will take a deep dive on FSRA’s Life and Health insurance agent supervisory framework and the outcomes of our most recent agent examinations. We will also provide and update on segregated fund regulation and what it will mean to agents in the coming years.
Pt. 2 FP/FA & Licensing & CE requirements: In this session, we will explore FSRA’s work in relation to the Financial Professionals Title Protection Rule and what it means for agents. We will also provide updates on FSRA’s licensing and continuing education requirements for life agents.
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 9 2022
10:15 a.m.
