Join us at the 2025 Toronto Fall Summit, Oct. 22–23, for two days of expert insights, CE credits, and networking tailored for Canada’s independent financial professionals.
Global Medical Care - Empowering Healthcare For Canadians
In today’s ever-evolving healthcare landscape, having access to world-class medical services is more important than ever. Best Doctors Canada Insurance is committed to providing comprehensive coverage and connecting Canadians with top medical professionals worldwide.
This session will explore the key benefits and features of our Global Medical Care plans and equip you with valuable insights into diverse insurance options, ensuring seamless access to exceptional healthcare—whether for emergencies, specialist consultations, or extended hospital stays.
Life and Health Insurance Safety Net: Understanding Policy Protection
Today’s economic uncertainty has made it even more important for customers to feel confident that their financial future is secure and protected. This session explores how policyholders are protected when a life or health insurer is unable to meet its obligations. Attendees will gain an in-depth understanding of the Canadian protection framework, including the role of the not-for-profit organization that steps in when a life and health insurance company fails. Through real-life examples and practical insights, you'll learn how these safeguards work and what they mean for your clients. The session will also introduce tools and educational materials that you can use to build client confidence and clearly communicate how their policies are protected—helping you provide added peace of mind in every conversation.
A CRM is more than just a digital Rolodex — it’s the foundation of an advisor’s business. A well-implemented CRM helps you go beyond contact management. It becomes a centralized hub for client insights, task tracking, sales opportunities, and compliance. In this session, learn how you can uncover new opportunities, streamline operations, and enhance compliance. Through real-world scenarios, you’ll discover practical strategies for using automation and segmentation to improve client engagement, boost efficiency, and drive growth.
From Advisors to Advocates: Redefining Support Through Strategic Partnerships
Join us for an insightful presentation that goes beyond the traditional benefits of the Chartwell and IFB partnership. Discover how our open house events and extended network of trusted partners—such as realtors, downsizing experts, and supplementary healthcare providers—create a seamless, holistic planning experience for IFB members. Learn how this integrated approach delivers unmatched value by connecting members to a wide array of resources, ensuring a smooth transition into senior living and enhanced peace of mind for families. Together, we’re building a network of support that truly makes a difference.
AI Essentials: Four Practical Tools for Financial Advisors
In this session, Canadian financial advisors and insurance professionals will learn how to apply four practical AI tools (Perplexity, ChatGPT, Notebook LM, and VibePlan) to enhance efficiency, compliance alignment, and client engagement. Participants will explore real-world scenarios demonstrating how AI addresses regulatory demands, supports client acquisition and retention, and strengthens trust in today’s competitive and fee-sensitive environment. By the end, advisors will understand how AI can reinforce fiduciary best practices, streamline information processing, and complement human-centered advice. Attendees will leave with actionable strategies for integrating AI thoughtfully into their practices to elevate both operational efficiency and the client experience.
Practice Tips & Tricks for Managing Cyber and Liability Risks
Explore practical strategies to identify, assess, and mitigate cyber and liability risks. This session covers real-world scenarios, proactive risk management techniques, legal considerations, and emerging threats. Gain actionable tips and tools to strengthen resilience and ensure compliance in an evolving digital landscape.
What You Don’t Know About Pension Plans Will Cost Your Clients Dearly
Compare and contrast through a case study the financial results of upgrading one’s savings strategy from using a Registered Retirement Savings Plan or simply saving through the non-registered investment account of one’s company, to using a registered pension plan such as a Personal Pension Plan or Individual Pension Plan. The case study surveys the natural events that most entrepreneurs will face from accumulation to retirement and eventually death showcasing at every stage all the additional tax planning opportunities that most advisors miss because of their lack of familiarity with pension rules.
Retirement Then and Now - 20 Years of the Fidelity Retirement Report
According to 2025 Fidelity Retirement Report, most investors feel that retiring today is more complex than it was 20 years ago. Join Fidelity retirement experts Peter Bowen and Jacqueline Power as they draw from two decades of retirement research, highlighting the trends driving this sentiment and how, year after year, proper financial planning continues to be the cornerstone of a secure retirement.
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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