Join us online for the Virtual Spring Summit - a convenient way to access expert-led sessions, earn CE credits, and stay informed on the latest in insurance, investment, and financial planning.
At the 2026 Virtual Spring Summit, we’re tackling the topics that matter most to independent financial professionals - ideas that challenge, sharpen, and elevate.
See below for what's in store! (More to be announced)
Advising Clients in the Age of AI: A Behavioural Finance Perspective
In this session, participants will be briefly introduced to the field of behavioural finance to gain familiarity with key concepts. Then, we will share research and insight into how clients think about, engage with, and follow advice informed by AI or even provided by AI agents, a recent area of focus in behavioural finance. The session will conclude with a discussion of key risks associated with client-facing applications of AI and how they can be mitigated, including insight into regulatory approaches.
Horror Stories: Planning from the Legal Perspective
Estate planning may appear straightforward on the surface, yet costly disputes and unexpected liability can arise when key issues are overlooked. Even well-intentioned plans can unravel if a client’s capacity is uncertain or if the risk factors for undue influence go unrecognized. In this session, Meagan Jennings, an Estate & Trust Litigation Lawyer at Borden Ladner Gervais LLP, will delve into these underlying risks with a focus on two key areas: properly assessing capacity and identifying potential undue influence, and how these may impact your practice.
AI, Advisors, & the Regulatory Blind Spot: A Compliance-First approach
As AI becomes increasingly integrated into financial services, advisors face a paradox: there is a need to leverage AI to stay competitive, yet strict regulations are necessary to protect sensitive client data. This session examines a critical blind spot in the regulatory landscape – the emerging risk of ‘Shadow AI.” We’ll explore how firms can respond responsibly to protect clients, meet regulatory requirements, and maintain human oversight, while keeping ahead of the curve.
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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