Education and inspiration for the independent mind
Mar. 4, 2026
11 AM - 5 PM ET
Virtual
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.
Apr. 22, 2026
1 PM - 5 PM PT
UBC Robson Square
An afternoon that brings together industry expertise, practical education, and opportunities to build meaningful peer connections.
Apr. 23, 2026
8:30 AM - 12:30 PM MT
BW Calgary Plaza Hotel & Conference Centre
A focused morning bringing together industry expertise, practical education, and meaningful peer connections.
Sep. 24, 2026
1 PM - 5 PM ET
Marconi Centre
An afternoon that brings together industry expertise, practical education, and opportunities to build meaningful peer connections.
Sep. 29, 2026
1 PM - 5 PM CT
Victoria Inn
An afternoon that brings together industry expertise, practical education, and opportunities to build meaningful peer connections.
Oct. 28, 2026 to Oct. 29, 2026
TBA
Mississauga Grand Banquet & Event Centre
A two-day hybrid event designed for independent financial professionals across Canada. Join industry experts and peers for timely discussions on issues shaping today’s advice landscape, along with opportunities to connect, learn, and exchange ideas.
Past Events
Jan. 28, 2026 to Jan. 28, 2026
12-3:30 PM EST
Online
Nov. 4, 2025 to Nov. 4, 2025
8 AM - 5 PM
BW Calgary Plaza Hotel & Conference Centre
Oct. 22, 2025 to Oct. 23, 2025
Day 1: 9 AM - 5 PM
Day 2: 9 AM - 1:30 PM
Mississauga Grand Banquet & Event Centre
Sep. 17, 2025 to Sep. 17, 2025
12 PM - 2:10 PM ET
Online
Jul. 16, 2025 to Jul. 16, 2025
12 PM - 3:30 ET
Online
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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