Events Details

Unlocking Growth Opportunities: Financing Strategies for Financial Advisory M&A

Join M&A expert Tom de Larzac to learn about the latest trends and updates on succession and M&A activity in the financial industry. In this session, Tom will discuss the market conditions that have led to increased M&A activity and the impact this may have on cash flow and capital availability.

If you're considering book acquisitions, he will guide you through the various financing options available in the market, exploring different financing structures and terms and how they can impact long-term growth strategies, specifically growth through acquisition. This presentation will highlight the critical factors that advisors need to be aware of when seeking financing approvals, including multiples, cash flow coverage, organizational structure, profitability and growth projections, transition plans, and purchase and sale documents. Tom will also cover the strategic benefits of various structures and critical timing elements, including pros and cons and best practices.

Join this informative session and stay ahead of the curve on general industry trends specific to succession and M&A activity.

Let's get Uncomfortable: Life Changes and Difficult Conversations with Clients

As trusted partners, financial professionals are often privy to the personal lives of their clients. When clients experience major life changes, they look to those in their inner circle to provide reassurance, guidance, and expert advice. As clients continue to age in greater numbers, questions around the financial implications and considerations for many life changes arise ranging from retirement to end-of-life care needs. Are you prepared to have difficult conversations with your clients?

This interactive session between Chartwell Retirement Residences and IFB will balance considerations about life changes affecting older adults and practical advice for initiating and navigating relevant topics.

Difficult conversations can be tough to initiate but in this informative session, you will learn about best practices for identifying when, where, and how, to have them to better serve your clients.

Secure Your Clients Savings with GICs: A Comprehensive Guide to Fixed Income Investments

Are you ready to learn about an investment strategy that can secure your client's savings and protect their assets? Join us as we explore the world of Guaranteed Investment Certificates (GICs) and how they can provide stable income in today's ever-changing financial landscape.

With Canada's aging population, the need for secure investments has never been greater. During this presentation, you will discover the different types of GICs available and their unique features, giving you the knowledge to assist your clients in making informed investment decisions.

We'll also walk you through completing the necessary documentation and providing basic POA information, empowering you to become a more valuable and trusted advisor to your clients.

Travel Insurance + Uncertain Times = Opportunity!

Over the last decade, the travel insurance landscape has dramatically shifted in more ways than you might appreciate.

While the demographic bubble for the “Boomer Market” has moved pretty much as predicted (more snowbirds travelling than ever before) there’s another inbound market (Visitors To Canada) which has exploded onto the travel insurance scene.

Add the pandemic to the mix, which created chaotic conditions and more uncertainty than ever before. This in turn has increased sales of Trip Cancellation & Interruption…and don’t forget lost baggage!

In this presentation we’ll explore these market conditions in detail and how travel insurance might fit nicely into your portfolio…either directly or by partnering with a specialist. If anything, this hour will be a great “Travel Insurance Tutorial” for anyone that travels.

Cascading Life Insurance - Tax efficient intergenerational wealth transfer

This presentation will discuss the concept of Cascading Life Insurance and its tax efficiency for intergenerational wealth transfers. Cascading life insurance is a concept based on the grandparent or parent buying a permanent life insurance policy on the life of a grandchild or child. This strategy allows wealth to accumulate on a tax sheltered basis, to later be transferred in a tax efficient way.

During our presentation we will walk you through the concept to help you understand the steps to put it in place and how it can be of benefit to your clients. We will review a case study using a PAR whole life solution as an example to showcase the potential future growth and tax efficiency of the transfer.

We will also review the key features available in our PAR whole life solution and how our team can help you understand how this solution can meet your clients needs.

Bridging the Gap: Exploring Solutions for Improved Healthcare Access in Canada

Despite the Fraser Institute’s opinion that Canada’s not a good example of universal healthcare, our system is perceived around the world to be among the best, and a shining example of what healthcare should be.

Of course, living here gives you a different perspective that warrants real alarm, as outlined by the Canadian Medical Association’s latest findings.

Their inquiry found Canada to have the lowest ability among 11 developed Commonwealth nations to get a same-day or next-day appointment, has the highest share of patients who wait two months or more for a specialist appointment and a higher share of patients who wait four months or more for elective surgery.

This alarming trend, coupled with the massive exodus of trained Canadian medical professionals from the field due to the COVID-19 pandemic, especially in the field of emergency medicine, has the Canadian single-payer healthcare system on the ropes.

Learn how healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.

Are you talking to your clients about navigating the healthcare world and accessing better care?