Event Details

The Assuris Safety Net: Leveraging Policyholder Protection to Build Confidence

Assuris is a not-for-profit organization dedicated to protecting Canadian policyholders if their life and health insurance company fails. This session will provide financial advisors with a comprehensive overview of the organization, Assuris' protective measures, along with real-life scenarios to illustrate how these protections are applied in practice. Assuris will also share resources and tools available to support client education so you can confidently reassure clients that their benefits remain secure, even in unexpected situations.

The Psychology of Transition: Why Seniors Delay Care Decisions and How Advisors Can Help

This session is designed to equip advisors working with older adults and their families with a practical, informed framework for understanding and addressing delayed care decisions.

While care transitions are often approached as logistical or financial challenges, research and lived experience show that they are fundamentally emotional and identity driven. Seniors frequently delay decisions not because of denial or lack of information, but because of fear of loss, threats to independence, and complex family dynamics.

This session reframes resistance as a predictable psychological response and positions advisors as facilitators of conversations designed to help clients move forward. By integrating behavioural economics, aging psychology, and family systems thinking, this presentation aims to strengthen advisors’ abilities to navigate emotionally charged conversations ethically and effectively, reduce crisis-driven decision-making, and support seniors in maintaining dignity, autonomy, and control throughout transitions.

Beyond the Ledgers: Building Deeper Client Relationships That Drive Lasting Value

In an increasingly competitive and digitally driven financial landscape, technical expertise alone is no longer enough to differentiate successful advisors. This presentation explores how building meaningful, values-based relationships with clients is a powerful driver of long-term loyalty, trust, and sustainable growth. Advisors will learn why understanding a client’s personal values, life priorities, and financial motivations is essential to delivering advice that truly resonates.

We'll discuss how shifting from transactional conversations to relational engagement allows advisors to position themselves as trusted partners rather than product providers. The session will highlight practical strategies for uncovering what matters most to clients, aligning financial recommendations with those values, and creating deeper emotional connections that enhance client confidence and satisfaction.

We will also explore how strong relationships lead to better outcomes - improved retention, increased referrals, and more meaningful conversations during periods of market volatility or life transition. Through real-world insights and actionable takeaways, this presentation emphasizes that intimacy in the advisor-client relationship is not about oversharing, but about listening with intention, asking better questions, and delivering advice that aligns with who the client truly is.

A Secure Way to Secure Your Savings

Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.

The Great Advisory Reset: Winning Through Change, Technology and Succession Planning

The wealth management industry is undergoing one of the most significant transformations in its history. This session explores the three major forces reshaping the advisory landscape—cost transparency, artificial intelligence, and industry consolidation—and examines how these trends are changing client expectations and creating both challenges and opportunities for advisors. Participants will gain practical insights into building a future-ready practice, enhancing client value, leveraging technology effectively, and developing a succession strategy that protects clients, preserves business value, and creates long-term career optionality.

Protecting Your Practice: Claims Insights, Risk Management Strategies and E&O Essentials

The financial advisory landscape is constantly changing, and so are the risks that advisors face. In this session, we'll examine emerging claim trends, review real-world claim examples, and discuss practical risk management strategies to help reduce exposures and strengthen business practices.

We'll also explore the role of E&O insurance, including key coverage considerations and policy provisions that can impact how a claim is handled. Attendees will leave with a better understanding of today's risk environment and practical steps they can take to help protect their practice.