Stay on top of changes and trends in the financial services industry with the IFB Virtual Spring 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.
At the 2025 Virtual Spring Summit, we’re tackling the topics that matter most to independent financial professionals.
Get ready for ideas that challenge, sharpen, and elevate.
Check out what to expect below!
His extensive experience includes planning for individuals with high value and complex assets, planning and implementing family governance structures, cross-border planning, working with clients to provide for beneficiaries with disabilities, and implementing corporate structures as part of tax and other planning.
Paul is currently a member of the STEP Canada Board of Directors, chair of the STEP Canada National Conference, past-chair of STEP Ottawa, and Internation Fellow of the American College of Trust and Estate Council (ACTEC).
For questions, call our office at 1-888-654-3333.
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.
PMB 521
2400 Dundas St. W, Unit 6
Mississauga ON, L5K 2R8
©2025, Independent Financial Brokers of Canada. All right reserved