Stay on top of changes and trends in the financial services industry with the IFB Spring Virtual Summit! Learn from some of the best minds in the industry all from the comfort of your home office. Join us for two days of informative presentations, and earn up to 10 hours of top-quality CE.
Up to 10 hours of CE towards:
Life (ON, BC, SK)
FP Canada
AIC (Life, General, & A&S)
MB (Life and/or A&S)
MFDA
The total number of credits available for each licensing type may vary.
We'll be joined by many knowledgeable speakers, ready to share their insights and how you can take your business to the next level. View each of the sessions below!
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.
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?
Understanding your Risk: “Cyber” and Privacy-Related Claims
Aiming to help Financial Advisors understand and mitigate risk, this session will provide guidance on how to recognize, think about, and manage different types of cyber-security and privacy-related issues. We will explore some commonly seen scenarios, such as emails sent to incorrect recipients, receipt of suspicious or fraudulent instruction, and system compromise. The session will offer some guidance on what can be done to address these issues when they do arise, and review what investigation and mitigation might look like. As security-related risk is not avoidable, it is all the more important to be aware of what could happen, and what to do in the event a risk does materialize, in order to minimize impact.
A Good Plan Today is Better Than A Perfect Plan Tomorrow
When is the correct time to begin my planning? While working with thousands of advisors and agents across North America it's the one question Roland Chan, CEO of FindBob, and his team hear the most. Roland will share some things to consider when it comes to succession planning and why it is much, much more than just about your retirement. Spoiler alert: the correct time to begin is NOW.
It’s not just our clients who are aging and facing the life changes that come along with growing older. Financial professionals need to take a close look at their own future and how to plan for the future of their business and their lives. You’ve invested a lifetime in your practice, so you owe it to yourself, and your family, to treat that investment with the same care you show your clients. IFB President and Chairman, Sheldon Stier, will walk you through the key compliance practices that will add value to your book, and what you can do to be prepared for unexpected absences from your business or a planned future retirement. Find out about the resources available to financial professionals and the tools you need to be ready for whatever is coming up next.
Protecting Yourself and Your Clients:E&O Insurance Essentials for Financial Professionals
As a licensed financial professional, carrying E&O insurance is a mandatory licensing requirement or you may offer this product to your clients. Join Roberta Tasson, a partner at The Magnes Group, as she provides an overview of E&O policies, including common plan features, exclusions, and trends in the professional liability market. With years of experience providing tailored insurance and risk management solutions to niche markets, Roberta will demystify the intricacies of E&O insurance and equip you with the knowledge you need to make informed decisions for yourself and your clients.
In this must-attend session, behavioural finance expert, Sasha Tregebov, will explore the impact of behavioural finance on financial decision-making. You’ll gain an understanding of key concepts such as loss aversion, temporal discounting, and the disposition effect, and learn how these cognitive biases and heuristics shortcuts can potentially lead to negative financial outcomes. With the help of practical case studies, participants will be equipped with new approaches to assist their clients in making better decisions by mitigating the impact of these biases. Additionally, Sasha will highlight how regulatory bodies are utilizing insights from behavioural finance to inform regulatory frameworks and actions, making this a must-attend event for anyone in the financial industry looking to stay up-to-date with the latest developments.
Join Drummond Brodeur, the lead Portfolio Manager for the Global Income and Growth Fund, for a thought-provoking session on the global macro-outlook surrounding the impacts of inflation, Federal policy, breaking banks, and their likely impacts on economies and markets. In this session, you'll learn about the latest developments in the global economy and how Beneva's suite of funds is positioned to navigate through the turmoil. You'll gain insight into strategies for investing in an uncertain and volatile market and the importance of innovation and disruption in driving growth.
Presented By
Drummond Brodeur
CI Global Asset Management, Sponsored by SSQ
Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond’s experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor’s degree from the University of Western Ontario and two Master’s degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.
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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