Event Details

Integrated Wealth Planning – Death and Taxes

This session equips advisors with tools, checklists, and a collaborative mindset to better serve the complex needs of today’s professional and entrepreneurial clients.

With over 25 years of experience serving business owners, professionals, and their families, Jos Herman, founder of Resources & Solutions, offers a uniquely integrated perspective on wealth planning that combines expertise in accounting, tax, insurance, and legal considerations.

Her presentation uses her “Triple Threat” approach to address tax and estate complexities, insurance strategies, and legal structures—to demonstrate how coordinated planning creates more effective, tax-efficient outcomes, and how siloed planning can lead to missed opportunities and costly oversights.

Building a Strong Retirement Foundation: The Power of the Personal Pension Plan

Retirement planning for high-earning professionals can go far beyond the limits of traditional RRSPs. Using a case study, pension expert Jean-Pierre Laporte will walk through how a successful business owner, can dramatically enhance his retirement savings using a Personal Pension Plan (PPP®). Learn how the PPP® leverages both current and past service contributions, offers corporate tax deductions, and outperforms RRSPs over time. JP will also explore the role of a Retirement Compensation Arrangement (RCA) in further boosting retirement income and tax efficiency. This case-based session will help you spot PPP opportunities and add real value to clients with incorporated businesses.

It All Starts with a Plan

Financial planning is the cornerstone of long-term financial security, yet many clients still approach wealth management in a fragmented way. In this session, Ken Doll, a Certified Financial Planner with nearly three decades of experience, will demonstrate how a well-structured financial plan brings clarity, coordination, and confidence to clients' lives.

Using a case study, Ken will walk through the key elements of a comprehensive plan—from goal setting and risk assessment to tax, estate, and retirement strategies. He will emphasize how the financial plan acts as a blueprint that enables collaboration among professionals, including advisors, estate planners, accountants, and legal experts. Advisors will leave with actionable insights on how to position the plan as the central tool to deepen client relationships, identify opportunities, and deliver more holistic, value-added service.