IFB returns to Calgary, AB for the 2023 Alberta Fall Summit. This highly-anticipated event offers an opportunity to learn from industry experts, network with like-minded professionals, earn continuing education (CE) credits towards your licenses and professional designations, and much more. Don't miss out on this valuable experience!
Up to 7 hours of CE for:
FP Canada
AIC (Life, General & A&S)
MFDA
The number of credits available for each licensing type is not yet available.
Best Western Premier Calgary Plaza Hotel and Conference Centre
Optimize Succession: Finding Your Successor and Structuring the Deal
Advisor Hunt’s presentation will cover the following topics:
● Finding Your Successor
● Structuring an Optimal Book Buy/Sell Transaction
● The Double Dip to Retirement
We will present and discuss ways for established financial advisors, those advisors with books of loyal clientele, to maximize their own wealth while better-serving their clients and increasing client loyalty.
The evolving financial services industry offers great opportunity for established advisors. Demands for differentiation, strong results and extra services provide advisors across the full industry spectrum the ability to leverage competitive advantages well beyond the standard fare.
From superior dealers that differentiate and provide a first class client experience, to optimal successions driven by client satisfaction and retention, there are material opportunities for established financial advisors to grow their career wealth.
Advisor Hunt. Be Deliberate.
Presented By
Darrell Jacobsen & Johnathan Ciliberto
Advisor Hunt
Darrell Jacobsen
Darrell leads the Advisor Hunt Team, industry consultants dedicated to increasing advisor wealth. We bring expertise to mandates and provide advisors with access to value-creating deals.
Our mission is to Make Advisors Wealthy. We grow client wealth with every mandate, with every deal that we do.
Johnathan Ciliberto
Johnathan helps established financial advisors maximize their career wealth through partnering with future-oriented dealers, rapidly expanding their practices with cost-effective book acquisitions, and optimizing succession by structuring value-creating transitions with highly qualified buyers.
Previously John was a top performer in financial planning at RBC. John is a knowledgeable industry insider serving advisors across Canada in English, French, Italian and Spanish.
The presentation will review the corporate estate transfer strategy, the presentation will outline how this strategy could help increase your estate while minimizing taxes at death.
We will review how corporations are taxed in the overall, how life insurance can become another asset tool & the difference between a wealth transfer and a taxable investment.
We will look at an example to outline the difference between holding a taxable investment vs a life insurance policy in a corporation through a case study with business owners. We walk you through the example using a participating whole life insurance as an example, understanding how to compare growth and the rate of return. We will review the key features available on our PAR whole life product and how they meet Canadians needs for flexibility and how this solution can meet your clients needs and how our team can help you provide your clients the right advice.
Presented By
Mitchell Jay Singer
RBC Insurance
Mitch Singer, Director, Taxation & Estate Planning for RBC Insurance. Mitch is successful executive and legal professional with a unique sales perspective. Through his 20 years career, he has built expertise in a sophisticated tax, insurance, estate planning, product design and sales and marketing.
Since being called to the bar in 2000, he has partnered with corporations, governments, and clients within the financial services sector to develop customized solutions that enable them to achieve their tax and estate planning goals.
Global Medical Care: Your Path to Optimal Private Healthcare Coverage
In today's rapidly evolving world, access to quality medical care is of utmost importance. Best Doctors Canada Insurance is renowned for its comprehensive coverage and a network of world-class medical professionals.
We have organized an informative session to introduce you to the exclusive features and advantages of Best Doctors Canada Insurance Global Medical Care. During the session, you will have the opportunity to
1. Gain a comprehensive understanding of the insurance plans available, designed to provide global medical coverage, including emergency care, specialist consultations, hospital stays, and more.
2. Explore the network of highly qualified physicians and medical centers available through Best Doctors Canada Insurance for annual health assessments.
3. Discover the convenience and simplicity of accessing medical services and consultations World Wide.
4. Learn about the personalized care and support provided by Best Doctors Canada Insurance's expert team.
By attending this session, you will gain valuable insights into how we can assist you in safeguarding your well-being, wherever life takes you.
Presented By
Deep Bajwa
Best Doctors
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.
Harnessing Compliance for Business Success: An Overview for Financial Professionals
Compliance is more than just paperwork and regulations. It's an investment that can add tangible value to your practice, foster client trust, and ensure your business's continuity. As advisors, we owe it to ourselves, our clients, and our families to maintain ethical and transparent practices. This presentation aims to empower you with practical insights and strategies to use compliance as a steppingstone to success.
We'll delve into several key compliance areas that are significant for a financial advisory practice. You’ll learn how each of these areas can add value to your business, build trust with your clients, and protect you and your family.
This session will help you navigate the complex landscape of compliance, turning it into a competitive advantage that distinguishes you as a reputable and reliable advisor.
Presented By
Sheldon Stier
IFB
Sheldon is a prominent financial advisor based in Winnipeg and the President of Stier Financial Advisors Inc., a firm dedicated to meeting the financial needs of individuals and institutions. With extensive experience in the financial services industry, Sheldon has garnered a reputation as a trusted advisor, providing valuable insights and guidance to clients seeking to secure their financial future.
In addition to his work with Stier Financial Advisors, Sheldon Stier is also the President and Chairman of the Independent Financial Brokers of Canada, a national association representing independent financial advisors across the country. Through his leadership, Sheldon has helped to advance the interests of independent advisors, promoting their role in helping Canadians achieve their financial goals.
Find tax solutions for clients: Insurance & Investment planning
Learn how to help business owners and affluent families maximize wealth and minimize taxes. Join Jos Herman, CPA,CA,CFP,CLU,TEP for a practical analysis of the complexities of business succession planning. This session will explore the alternatives available to business owners to minimize tax on business and value growth, as well as offering some methods of passing wealth onto the next generation.
Presented By
Jos Herman
Beneva
Jos Herman, is the founder of Resources & Solutions, a boutique consulting firm. At her firm, she provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.
Jos is a CPA, who has spent over 25 years, serving the tax, business and estate planning needs of owner manager clients, professionals and their families.
She is able to bring together experience and expertise in a number of areas to create a uniquely integrated financial service that is focused on solving the wealth planning needs of these business owners and professionals.
She is a triple threat. She uses her skills to provide an objective perspective related to:
1. Accounting, Tax & Estate complexities
2. Insurance Solutions
3. Legal Considerations
Once upon a time, financial service representatives were just “smiling and dialing” salespeople. Thankfully, this is no longer the case!
Today’s financial service representatives are trusted professionals charged with looking after the “financial health” of their clients in a holistic fashion – not unlike the way that physicians look after all aspects of a person’s “physical health.”
Under the circumstances it is not surprising to find today’s financial service representatives doing a lot more than just selling.
Most are “adding value” on a wide variety of fronts, including:
• Tax preparation and planning
• Debt management and credit counselling
• Asset preservation and decumulation strategies
• Estate and legacy planning
But in their efforts to look after the “financial health” of their clients, most financial service representatives have overlooked a critical element: consumer spending.
Like it or not, how wisely or foolishly your clients spend their money will have an enormous impact on their overall financial health.
This presentation will focus on the things you can do to help your clients become more “enlightened” consumers.
Helping your clients make better consumer choices is a great way for you to: 1) add value; 2) stand apart from the crowd; and 3) improve everyone’s financial well-being.
And doing good has its own rewards – the money that your clients save by being better consumers can, in turn, be used to fund the insurance and investment products that you sell.
What goes around comes around ... and everybody wins!
Presented By
Mike Englert
CIEPS
Prior to his retirement in 2002, Mike spent close to 25 years working in the Life Insurance and Investment business. Most recently he was Vice President of Marketing at a subsidiary of Royal & SunAlliance, plc one of the United Kingdom's largest insurers. The majority of his career was in the U.S. market where he was responsible for the development and marketing of Manulife Financials’ extremely successful estate and legacy planning products.
Unlocking Opportunities: Strategic Partnerships with Senior Living for Financial Professionals
Are you a forward-thinking financial planner eager to elevate your practice to new heights? Unlock the untapped potential of senior living collaborations and differentiate yourself from your competitors. In this session we will unpack the benefits of collaborating with senior living organizations, review strategies for initiating and nurturing partnerships, and leverage our shared goals to create win-win scenarios.
As the senior population grows, so do the opportunities to provide tailored financial solutions that address their unique needs and preferences. This presentation will explore changing demographics, customer personas, and mechanisms for financial planners to lean into learnings about the senior living industry to increase customer confidence and loyalty. Benefiting from real world case studies, we’ll also share how financial professionals are building their businesses with this approach.
Get ready to enhance your brand image as a trusted advisor with your senior clients and their families and tap into the available resources and benefits realized when you create strategic partnerships.
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 is a dedicated relationship-builder within the sector, with extensive experience in sales leadership, coaching and business development. She has a rich history in the Canadian senior living landscape with over 17 years of experience. 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 EPC (Elder Planning Counselor) designations. She is well-versed in the intricacies of helping seniors and their families navigate the complexities of today’s senior-living options and understand the challenges associated with selling to and working with this market segment.
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.
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