A two-day hybrid event designed for independent financial professionals across Canada. Join industry experts and peers for timely discussions on issues shaping today’s advice landscape, along with opportunities to connect, learn, and exchange ideas.
Up to 10 hours of CE towards:

Connect face-to-face with attendees, speakers, and exhibitors.
Live event access
10 keynote sessions
Coffee & lunch
Exhibitor area
Tune into the
live-stream from across Canada.
Virtual event access
10 keynote sessions
The IFB National Summit features 10 expert-led sessions, covering key industry trends, practice management strategies, and insights to help strengthen your practice and support your clients.
Check out some of the exciting sessions below and keep your eyes posted for more to be announced!
As retirement planning evolves, advisors are increasingly expected to help clients navigate not only financial decisions, but also the complex lifestyle, housing, caregiving, and family considerations that accompany aging. This practical session introduces a structured senior-care planning toolkit designed to help advisors confidently lead these conversations before a crisis occurs. Participants will learn how to integrate senior-care discussions into their existing planning process using proven frameworks, conversation guides, and readiness assessments. The session will explore how housing transitions, health changes, family dynamics, and care considerations can impact long-term financial outcomes and overall retirement success.
Benefit plans are about to become bigger, more expensive and more complicated. In this session, we’ll compare the Life and Benefit sides of the business, the advantages of each, and the organizational support available to advisors. Attendees will discover the value of prioritizing client building and retention over selling, and how and why how and why conscientious and unique services will turn a sale today into clients for decades. The session also explores the key metrics behind building a successful block of business, along with the novel 6 Tricks of Testimonial Letters.
Today's insurance consumer researches and compares online long before ever speaking with an advisor. This session helps advisors reposition themselves as trusted, visible experts within their target market by building an authentic digital presence that reinforces, rather than replaces, the advisor relationship. We examine what it means to become an insurance influencer, someone whose online brand, content, and touchpoints consistently attract and educate prospective clients, and outline a practical framework for streamlining a website, social channels, and content cadence so they work together to build trust. The session then turns to technology reshaping client-facing work: online needs-analysis tools and eligibility questionnaires, and how artificial intelligence is beginning to influence underwriting and advisor-client communication through automated workflows. Attendees leave with a clear, actionable view of the digital and AI trends most likely to affect how they attract, serve, and retain clients, particularly younger, digitally native buyers, over the next several years.
Using real-world case studies, this session demonstrates how financial planning software can be used not just to build plans, but to uncover new business opportunities. It helps advisors identify where clients need more advice, where value is being left on the table, and how to act on it.
Your clients don't live their lives in product silos—and neither should their protection strategy. In this joint session, Tour+Med and Humania Assurance will show advisors how to build comprehensive financial protection plans that span travel, health events, and every stage of life. Through real-world case studies, attendees will explore common gaps in travel insurance coverage, the financial risks associated with medical emergencies abroad, and the growing opportunity to protect visitors to Canada, including parents, international students, and new permanent residents. The session will also highlight how Humania's ProHealth and IWME solutions complement travel insurance to create a more complete protection strategy. Advisors will leave with practical conversation starters, cross-selling opportunities, and a repeatable framework for identifying unmet client needs, strengthening relationships, and growing their business through more holistic client conversations.
Reserve a room with our group rate:
Holiday Inn Mississauga Toronto West
100 Britannia Road East, Mississauga, ON
Phone: 1-800-660-8550
Standard Room, King Bed - CA$151
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
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