Education and inspiration for the independent mind
Jul. 16, 2025
12 PM - 3:30 ET
Online
Join us for a powerful half-day virtual Mini Summit where three of Canada’s top financial minds tackle one critical question: How do you bring all the moving pieces of a financial plan together into one cohesive strategy?
Oct. 22, 2025 to Oct. 23, 2025
TBA
Mississauga Grand Banquet & Event Centre
Join us at the 2025 Toronto Fall Summit, Oct. 22–23, for two days of expert insights, CE credits, and networking tailored for Canada’s independent financial professionals.
Nov. 4, 2025
8 AM - 5 PM
BW Calgary Plaza Hotel & Conference Centre
Connect with peers and industry leaders at the Alberta Fall Summit in Calgary. Get up to date on key trends, earn CE credits, and gain practical insights for today’s financial professional.
Nov. 19, 2025 to Nov. 20, 2025
11 AM - 5 PM ET
Virtual
Join us online for the Virtual Fall Summit—a convenient way to access expert-led sessions, earn CE credits, and stay informed on the latest in insurance, investment, and financial planning.
Past Events
May. 7, 2025 to May. 8, 2025
11 AM - 5 PM EST
Online, wherever you are.
Jan. 16, 2025 to Jan. 16, 2025
8:30 AM - 4 PM (Subject to change)
Victoria Inn Hotel and Convention Centre
Nov. 19, 2024 to Nov. 20, 2024
11 AM - 5 PM EST (Subject to change)
Online, wherever you are
Oct. 29, 2024 to Oct. 30, 2024
Day One: 8 AM - 5 PM, Day Two: 8 AM - 1:30 PM
Mississauga Grand Banquet & Event Centre
May. 29, 2024 to May. 30, 2024
11 AM - 5 PM EST (subject to change)
Online, wherever you are
May. 16, 2024 to May. 16, 2024
9 AM - 5 PM
Morris J Wosk Centre for Dialogue
Nov. 22, 2023 to Nov. 23, 2023
11:00 AM EST - 5:00 PM EST
Online, wherever you are
Oct. 3, 2023 to Oct. 3, 2023
8 AM - 5 PM
Best Western Premier Calgary Plaza Hotel and Conference Centre
Jun. 21, 2023 to Jun. 21, 2023
12:00 PM - 3:30 PM ET
Online
Jun. 13, 2023 to Jun. 14, 2023
Day 1: 11 AM - 6 PM ET | Day 2: 11 AM- 3:45 PM ET
Online
May. 24, 2023 to May. 25, 2023
Day 1: 9 AM - 5 PM | Day 2: 9 AM - 2:30 PM
Pearson Convention Centre
Jan. 25, 2023 to Jan. 25, 2023
12:00 PM - 3:30 PM EST
Online
Nov. 23, 2022 to Nov. 23, 2022
8:00 am to 6:00 pm
*details subject to change.
Best Western Premier Calgary Plaza Hotel and Conference Centre
1316-33 St. NE, Calgary, AB
Nov. 8, 2022 to Nov. 9, 2022
Day 1: 8:30 a.m. - 5 p.m.; Day 2: 8:30 a.m. - 3:10 p.m.
Pearson Convention Centre
2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)
Sep. 29, 2022 to Sep. 29, 2022
1:00 p.m. - 4:00 p.m. EDT
Online
Sep. 14, 2022 to Sep. 14, 2022
12:00 P.M. - 1:00 P.M. EDT
Online
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