Past Workshops
Sep. 11, 2024
12 PM ET
In this informative session, Kevin Wark will highlight recent developments affecting tax and estate planning within the financial advisory community. This session will include a status report on 2024 budget proposals, recent tax and estates court decisions and important CRA interpretations/announcements. This is a “must attend” event as we move into the fall planning season.
Feb. 28, 2024
Noon EST
Jos will guide advisors through integrating corporate insurance with broader financial, tax, and estate planning. Advisors will get to understand how to align insurance strategies with the specific needs and goals of a corporation. We will discuss strategies and the critical tax implications and legal aspects of corporate insurance. This webinar is designed for advisors who already have a fundamental understanding of corporate insurance and are looking to elevate their expertise to a higher level.
Learn about Blue Cross Health Plans and how they're built to address the changing needs of your clients and our healthcare landscape.
Nov. 7, 2023
The current high interest environment has sparked a growing interest in fixed income investments. Learn how to grow your client’s savings securely and safely with GICs. With rising rates and an aging Canadian population, the significance of secure investments has never been more pronounced. By the end of the presentation, you will have a clear grasp of the various types of GICs available and their favourable features as well as how to complete the required documentation. This will allow you to help your clients with choosing the right GIC for them and enhancing your role as a valued and trusted advisor.
Nov. 7, 2023
Andrew Kriegler is the inaugural CEO of the Canadian Investment Regulatory Organization (CIRO), which was formed from an amalgamation of the MFDA and IIROC and became effective January 1, 2023. CIRO is now the single, national SRO for the investment industry. Its regulatory responsibilities include setting and enforcing market integrity rules and dealer member rules, regarding the proficiency, business and financial conduct of dealers and their registered representatives. In his presentation, Mr. Kriegler will discuss the progress being made to amalgamate the former MFDA and IIROC, including harmonizing rules and practices, as well as discussing CIRO’s priorities for 2024.
Nov. 7, 2023
The financial advising industry has changed significantly over the last many years and the old ways of working with clients and building a practice have changed. The solopreneur way of financial advising was to build a practice than sell it to a successor. Stats have shown many advisors have not completed that, but a more effective and sustainable method of practice building is through teaming. Many financial advisors have understood the “why” of team building but not the “how”. This presentation is designed to help understand the how, better define the benefits to client, advisor, MGA and dealer to have this model implemented. As there are a few iterations of teams, the presentation will touch upon common team models, how to implement and develop the team and address some taboo’s associated with where the evolution of the independent practice is evolving.
Nov. 7, 2023
In today's rapidly evolving digital landscape, financial professionals face mounting threats from cyber criminals leveraging cutting-edge artificial intelligence (AI) technologies. Your access to confidential financial information makes you a prime target, particularly for solo practitioners and small business owners who may lack the resources to defend against cyber attacks effectively. As AI continues to advance at an unprecedented pace, cyber criminals are harnessing its power to automate malicious processes and conduct more sophisticated research on their targets. This alarming trend results in more frequent and potent attacks, putting financial advisors' critical data at serious risk. This presentation by Larry Keating, President and CEO at NPC DataGuard, dives deep into this critical intersection, providing essential knowledge to safeguard businesses from emerging cyber threats. Through an exploration of cyber criminals’ motives and tactics, attendees will gain heightened awareness of the pressing need for robust cybersecurity measures. Financial professionals will also be equipped with strategies to protect their organizations' digital assets, maintain trust with clients and stakeholders, and navigate the dynamic cybersecurity landscape. The focus is on implementing effective measures to counteract AI-driven threats, ensuring the utmost security of sensitive financial data.
Nov. 7, 2023
FP Canada shares research and findings on the impact that working with a financial planner has on the wellness of Canadians, how the FP Canada Institute’s approach to developing education provides financial planners the skills they need to strengthen this impact, and how FP Canada’s certifications provide planners with the skills and resources they need to stay relevant in a dynamic industry.
May. 9, 2023
9:00 AM
Join M&A experts Tom de Larzac and Pierre Sauvé to learn about the latest trends and updates on succession and M&A activity in the financial industry. In this session, Tom and Pierre will discuss the market conditions that have led to increased M&A activity and the impact this may have on cash flow and capital availability.
If you're considering book acquisitions, they will guide you through the various financing options available in the market, exploring different financing structures and terms and how they can impact long-term growth strategies, specifically growth through acquisition.
This presentation will highlight the critical factors that advisors need to be aware of when seeking financing approvals, including multiples, cash flow coverage, organizational structure, profitability and growth projections, transition plans, and purchase and sale documents.
They will also cover the strategic benefits of various structures and critical timing elements, including pros and cons and best practices.
Join this informative session and stay ahead of the curve on general industry trends specific to succession and M&A activity.
Mar. 9, 2023
This presentation will discuss the concept of Cascading Life Insurance and its tax efficiency for intergenerational wealth transfers. Cascading life insurance is a concept based on the grandparent or parent buying a permanent life insurance policy on the life of a grandchild or child. This strategy allows wealth to accumulate on a tax sheltered basis, to later be transferred in a tax efficient way.
During our presentation we will walk you through the concept to help you understand the steps to put it in place and how it can be of benefit to your clients. We will review a case study using a PAR whole life solution as an example to showcase the potential future growth and tax efficiency of the transfer.
We will also review the key features available in our PAR whole life solution and how our team can help you understand how this solution can meet your clients needs.
Whistler Ballroom B
Despite the Fraser Institute’s opinion that Canada’s not a good example of universal healthcare, our system is perceived around the world to be among the best, and a shining example of what healthcare should be.
Of course, living here gives you a different perspective that warrants real alarm, as outlined by the Canadian Medical Association’s latest findings.
Their inquiry found Canada to have the lowest ability among 11 developed Commonwealth nations to get a same-day or next-day appointment, has the highest share of patients who wait two months or more for a specialist appointment and a higher share of patients who wait four months or more for elective surgery.
This alarming trend, coupled with the massive exodus of trained Canadian medical professionals from the field due to the COVID-19 pandemic, especially in the field of emergency medicine, has the Canadian single-payer healthcare system on the ropes.
Learn how healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
Are you talking to your clients about navigating the healthcare world and accessing better care?
Dec. 8, 2022
11.00 am to 12.00 pm
740-30 Eglinton Ave W Mississauga On, L5R 3E7
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Nov. 30, 2022
4:00 p.m.
Recent statistics from the Business Development Bank of Canada reveal the continuing growth of small business enterprises in Canada (less than 499 employees), which now accounts for more than 98% of all non-public sector jobs in the country. The presentation looks first at the statistical data upon which this information is built, and then moves over to help financial advisors determine how they can be of service to what has been declared a market "significantly underserviced by insurers." Building on the statistical data are four case studies of actual business situations, and how the need for financial services products impact the principals, the employees, and the community. It helps advisors determine how to best serve these largely ignored consumers by helping point the way to understanding how various business models are impacted by premature death, disability, or critical illness, with a focus on estate and business planning.
Nov. 30, 2022
11:00 a.m.
As advisors, you are in a unique position to help guide your senior clients and/or their adult children navigate their care and support options in their later years. What are some of the things your clients need to consider when planning for the future and how do you help answer their questions? The purpose of this session is to explore the necessities of proactive planning by reviewing the various lifestyle options available in retirement living settings. You will learn about the continuum of care and how your clients can best prepare financially to accommodate their changing and evolving needs over time.
Join us for a conversation about your role as an advisor as it pertains to educating your clients about their options for senior care and learn about the available resources to help you, help your clients and become a trusted partner.
Nov. 30, 2022
12:15 p.m.
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
Nov. 30, 2022
2:45 p.m.
Strengthen your business with the power of CRM and take "relationships management" to the next level.
- Communication and Compliance
- Calendaring and Follow-ups
- Prospect and Client Profiles
- Next Level Client Service
- Building your Book of Business
Bonus = Maximizing value when selling your book
Nov. 30, 2022
1:30 p.m.
Many Canadians believe that their provincial health care program will cover the expenses of a medical emergency while they are travelling, whether in or outside of Canada. Unfortunately, this isn’t the case and, without travel insurance, lifelong savings can disappear within hours! Imagine: a visit to an American emergency room could cost up to $20 000 per day!
While travel insurance is sometimes considered to be an accessory protection, it can have a huge impact on a person’s financial health. For this reason, among others, it should be an integral part of a broker’s portfolio.
When asked why they didn’t consider selling travel insurance earlier, many brokers answered that they didn’t know anything about it and that it seemed complicated. Others thought that it was not worth it… Find out why these same brokers have changed their minds and why every broker should promote travel insurance to their clients. If you don’t offer it to your clients, somebody else will! You don’t want to leave money on the table!
Since 1996, the Tour+Med product line is recognized by travellers for its reliable coverage and outstanding service. Our mission is to become a travel and health insurance leader for travelling Canadians, and to provide them with superior quality products at reasonable prices.
Nov. 29, 2022
12:15 p.m.
It's been said that 'Genius is the ability to reduce the complicated to the simple.'
In this presentation, we will not only share a better understanding, but help to clear up misunderstandings about what we think we know about Living Benefits, their place, their purpose and how we can simplify the plan.
Nov. 29, 2022
1:30 p.m.
Its known fact that wait times in Canada for elective and Major surgeries is unacceptable and is vastly growing especially if your condition is not considered an immediate necessity. During the pandemic alone, the Canadian healthcare system has suspended approximately 300,000 surgeries. The impact of the decision to suspend and postpone health care services are going to have a lasting impact on your families and your clients.
Together lets talk about the continuing changes to healthcare in Canada and the different things that can be done to navigate these changes and choose a plan that suits the needs of your clients.
Nov. 29, 2022
11:00 a.m.
Planning Your Retirement with Critical Illness Insurance, takes a look at how both advisors and clients consider market risk, liquidity, inflation, and mortality when planning for retirement; but often neglect to take morbidity into account and the potential impact that a critical illness could have on their long-term strategy.
Join Andrew Oswald of Beneva, as he discusses some of the psychological reasons behind why clients focus more heavily on potential gains in their investment accounts, despite the fact that they will be more heavily impacted by an investment loss, and how this relates to the avoidance of an in-depth discussion surrounding critical illness insurance.
Find out why our retiree and pre-retiree clients need to consider their own health as a serious risk to their long term retirement plan, what steps they can take to mitigate the financial impact of a critical illness, and how you, as their trusted advisor, can successfully broach the subject.
Nov. 29, 2022
4:00 p.m.
Gain insights on the availability of capital in a cash flow specific industry; including the types of structures, terms and conditions and the pros and cons associated with each. In this session, advisors will develop an understanding of the credit process in order to be better prepared for conversation with lenders, better prepared for the application process, and armed with the knowledge of what implications various purchase and sale structures can have. Through case studies, Tom and Pierre will demonstrate various options to structure a transaction, as well as share common mistakes or learnings they see during the entire transaction process (initial conversation to closing date).
Ultimately, advisors will understand what their business is worth, what another advisor’s business is worth, and how to strategically think about available financing options in order to execute on their growth strategies.
Nov. 29, 2022
5:15 p.m.
This presentation provides strategies advisors can use to help their clients diversify their retirement savings plan with life insurance. Current trends and challenges in planning for retirement are reviewed. Life insurance is positioned as a complement to other saving vehicles such as Registered Pension plans, Registered Retirement Savings Plans, Private Pension Plans, and Tax-Free Savings Accounts. The tax advantages of this diversified approach are detailed.
The presentation will also show how critical illness insurance can help protect retirement savings from the financial impacts of a serious illness. A case study will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Financial and Member Benefits.
Nov. 29, 2022
2:45 p.m.
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits.
CDIC will also discuss topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets. families.
Nov. 23, 2022
5:15 p.m.
Let's explore insured investments and the value they bring to the estate planning process. We start with the big picture of estate planning and then dig deeper into the investment side. This session will highlight how your life license and expertise will benefit your clients. The goal is to increase your confidence and comfort level in having these important discussions with Canadians. Scheduling an estate planning conversation with your clients will open the door to other family members and the bonus of potential new business. Plus, your business will be set up to retain assets through generational transitions. You are invited to join us for this value packed and informative session.
Nov. 8, 2022
9:00 a.m.
Pt. 1 Market Conduct Supervision in Ontario: In this session, FSRA representatives will share the Ontario regulator’s priorities in Life and Health insurance. In particular, we will take a deep dive on FSRA’s Life and Health insurance agent supervisory framework and the outcomes of our most recent agent examinations. We will also provide and update on segregated fund regulation and what it will mean to agents in the coming years.
Pt. 2 FP/FA & Licensing & CE requirements: In this session, we will explore FSRA’s work in relation to the Financial Professionals Title Protection Rule and what it means for agents. We will also provide updates on FSRA’s licensing and continuing education requirements for life agents.
Oct. 8, 2022
11.00 am to 12.00 pm
740-30 Eglinton Ave W Mississauga On, L5R 3E7
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Sep. 29, 2022
1:00 p.m. - 4:00 p.m. EDT
Online
Test
Aug. 16, 2022
10:00 AM
Online
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Jul. 27, 2022
11.00 am to 12.00 pm
740-30 Eglinton Ave W Mississauga On, L5R 3E7
Jun. 1, 2022
11.00 am to 12.00 pm
740-30 Eglinton Ave W Mississauga On, L5R 3E7
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Also speaking: Kobi Kalif
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