Event Details

Jean-Pierre Laporte, BA, MA, LLB, RWM
CEO, INTEGRIS Pension Management Corp.

Jean-Pierre Laporte is the CEO of Integris Pension Management and creator of the Personal Pension Plan™. With over a decade of experience as a pension lawyer for several prestigious Toronto firms, he has dedicated his career to pension reform and retirement innovation. Jean-Pierre has advised Parliament, authored key pension articles, and was awarded the Queen Elizabeth II Diamond Jubilee Medal for his contributions to improving retirement solutions for Canadians.

Jos Herman, CPA, CA, CFP, CLU, TEP
Director of Wealth, Tax & Estate Planning, Resources and Solutions PC

Jos Herman is the founder of Resources & Solutions, a boutique consulting firm focused on tax, investment, insurance, and wealth planning strategies for business owners and professionals. With over 25 years of experience, Jos combines her deep expertise in accounting, legal, and insurance matters to deliver integrated, objective financial solutions.

Kenneth Doll, BA, B.Comm., MA, CFP, CLU, TEP, ICD.D
 Independent Fee-only Financial Planner

With over 28 years of experience, Ken Doll specializes in financial, retirement, and estate planning for High and Ultra High Net Worth clients across Canada and the U.S. He holds multiple designations including CFP, CLU, TEP, and ICD.D, and has served as an expert witness on life insurance matters. Ken is known for his holistic planning approach that blends technical expertise with an understanding of family dynamics and wealth transfer.

Financial planners, advisors, insurance professionals, and anyone interested in elevating their ability to deliver integrated, client-focused solutions.