IFB Fintrac Compliance Workshop

Event Overview

IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO ACcreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates, IFB submits all material to FP Canada AC creditation, and does not post FP Canada credit categories or hours until formal confir mation is received.

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Erica Hiemstra

Head, Insurance Conduct

Erica is an accomplished leader in insurance market conduct and public policy development. She has deep knowledge of insurance regulatory, compliance and market conduct matters and is an experienced leader in managing stakeholders to consensus on business practice issues. Erica is passionate about financial security and protection for consumers. As Head, Insurance Conduct, Erica and her team are responsible for setting practice expectations and market conduct supervision for agents, intermediaries, and insurers in all lines of insurance in Ontario.

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Erica Hiemstra

Head, Insurance Conduct

Erica is an accomplished leader in insurance market conduct and public policy development. She has deep knowledge of insurance regulatory, compliance and market conduct matters and is an experienced leader in managing stakeholders to consensus on business practice issues. Erica is passionate about financial security and protection for consumers. As Head, Insurance Conduct, Erica and her team are responsible for setting practice expectations and market conduct supervision for agents, intermediaries, and insurers in all lines of insurance in Ontario.

erice-03

Erica Hiemstra

Head, Insurance Conduct

Erica is an accomplished leader in insurance market conduct and public policy development. She has deep knowledge of insurance regulatory, compliance and market conduct matters and is an experienced leader in managing stakeholders to consensus on business practice issues. Erica is passionate about financial security and protection for consumers. As Head, Insurance Conduct, Erica and her team are responsible for setting practice expectations and market conduct supervision for agents, intermediaries, and insurers in all lines of insurance in Ontario.

Past Workshops

Risk, Resilience, and Readiness: New Solutions for Modern Advisory Practices

Advanced Approaches to Retirement and Estate Planning

The Future of Financial Advice in Canada

Perpetuating Growth: Tools and Strategies for Building a Thriving Financial Practice

Navigating the Latest Updates in Tax and Estate Planning

Sep. 11, 2024

12 PM ET

Essential Corporate Insurance Strategies for Advisors

Feb. 28, 2024

Noon EST

KC - QC - 01 - 120623 - Session

Health and Travel Innovation 2023

The Growing Popularity of GICs

Nov. 7, 2023

Driving the Future of Canadian Investment Regulation: CIROs Journey and Priorities for 2024

Nov. 7, 2023

Buying or Selling a Practice: Do Better

Nov. 7, 2023

Cybersecurity in the Age of AI For the Financial Professional

Nov. 7, 2023

Financial Planning and its impact on Canadian wellness

Nov. 7, 2023

Taxation Principles – Life Insurance

Oct. 24, 2023

12 PM - 2 PM ET

Online

Unlocking Growth Opportunities: Financing Strategies for Financial Advisory M&A

May. 9, 2023

9:00 AM

Cascading Life Insurance - Tax efficient intergenerational wealth transfer

Mar. 9, 2023

Bridging the Gap: Exploring Solutions for Improved Healthcare Access in Canada

Whistler Ballroom B

Test Remington Webinar Session

Test Webinar Session - QC

TS QC 3 - S1

TS QC 2 - S2

TS QC 2 - S1

TS QC - S2

TS QC - S1

Test Webinar Session

Tax Strategies for Troubled Times

IFB Fintrac Compliance Workshop

Dec. 8, 2022

11.00 am to 12.00 pm

740-30 Eglinton Ave W Mississauga On, L5R 3E7

Small Business is BIG Business

Nov. 30, 2022

4:00 p.m.

Understanding Care and Support Options in Canadian Retirement Homes

Nov. 30, 2022

11:00 a.m.

A Secure Way to Grow Your Savings

Nov. 30, 2022

12:15 p.m.

CRM Best Practices 5 Ways to Build your Book of Business

Nov. 30, 2022

2:45 p.m.

The Importance of Travel Insurance Keeping your clients protected

Nov. 30, 2022

1:30 p.m.

Lets Simplify It Breaking Down Concepts of Living Benefits

Nov. 29, 2022

12:15 p.m.

Navigating the Changes to Healthcare in Canada

Nov. 29, 2022

1:30 p.m.

Planning Your Retirement with Critical Illness Insurance

Nov. 29, 2022

11:00 a.m.

Financial Advisory M&A Financing as a Strategic Option

Nov. 29, 2022

4:00 p.m.

Retirement Planning with Life and Critical Illness Insurance

Nov. 29, 2022

5:15 p.m.

Protecting Depositors Under CDIC Rules

Nov. 29, 2022

2:45 p.m.

Estate Planning and Segregated Funds: A Marriage Made (not just) in Heaven

Nov. 23, 2022

5:15 p.m.

The Financial Services Regulatory Authority Update

Nov. 8, 2022

9:00 a.m.

Ghouls

Goblins

Oct 27 Test Session 1

Oct 27 Test Session 2

Oct 27 Test Session 3

The Prosperity Factors for Financial Advisors

Oct. 8, 2022

11.00 am to 12.00 pm

740-30 Eglinton Ave W Mississauga On, L5R 3E7

A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business

Sep. 29, 2022

1:00 p.m. - 4:00 p.m. EDT

Online

Why Become a Certified Executor Advisor

SEO Checklist Points Workshop

Aug. 16, 2022

10:00 AM

Online

Tightrope

Flying

Plate Spinning

A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business

Jul. 27, 2022

11.00 am to 12.00 pm

740-30 Eglinton Ave W Mississauga On, L5R 3E7

Insurance without medical exam and its many advantages

Jun. 1, 2022

11.00 am to 12.00 pm

740-30 Eglinton Ave W Mississauga On, L5R 3E7

New Session 1

New Session 2

The Evolution of Group Benefits

Selling Your Practice

Insurance without medical exam and its many advantages

Advisor Errors and Omissions - Claim Trends and Tips

An Introduction to Behavioural Finance for Financial Professionals

A Unique Health Insurance Solution

Understand the CSV of a Whole Life Policy

The Industry Blindspot You Didn't Know About

Why Cybersecurity Should be Top-of-Mind for all Business Owners

Think You Know Retirement Living? Think Again.

Pandemic Impact on the Great Wealth Transfer

Living Benefits: Ownership & Income Replacement

Life and Health Insurance Agent Examination Process

Life and Money: Connecting the Dots

Simplifying Disability & Critical Illness Insurance - the New Standard!

How Financial Advisors can use Pension Legislation to increase retirement assets of their clients

Maximize the Growth of Your Book with the Most Tax-Efficient Mutual Fund

Economic Update

Understanding Power of Attorney

Top 10 Lessons Learned: Keep Yourself out of Litigation Trouble

FINTRAC Regulatory Update

Tax and Estate Planning in a COVID-19 World

Travel Insurance: Don't Let Your Clients Leave Without It!

Be Prepared: Developing a Transition Game Plan

A Deep Dive Into the Advisor Compensation and Structure of the 3 Layers of Ownership

A World of No Tax? Let's Explore Case Studies with a CPA

Updated: A Perspective on Private Health Insurance in Canada

Seniors & Technology: Lessons Learned from the Shift to Virtual Selling

A New Era of Deposit Protection: How Changes to CDIC's trust deposit rules will affect brokers and where to next

Caregiving Conversations: A Head-on Approach to Financial Caring (RIBO Personal)

Making Follow ups Matter - Automate your process to never miss an opportunity (RIBO Personal)

Create Quality Client Events-Wow your clients and prospects with social media events (RIBO Personal)

All About Broadcasting - Create a pro meeting with branding and pre-recorded media (RIBO Personal)

Master Meeting Platforms - Set up and Run a Seamless meeting on any platform (RIBO PERSONAL)

Part 4 - The Business Broker's Perspective (RIBO MGMT)

Part 3 - The Current Market (RIBO MGMT)

Part 2 - The Buyer's Perspective (RIBO Personal)

Part 1 - The Seller's Perspective

Technology Takeover - Mastering the Digital World (RIBO Personal)

Dos and Don'ts of Communicating Digitally - Cyber Security (RIBO Personal)

Bringing Technology Into Relationships - You're Not a Robot (RIBO Personal)

Conducting Business in a Virtual World - Technology 101 (RIBO PERSONAL)

Protect your Small Business from Cyber Threats on all Fronts: High Performance Antivirus Software

Savings and Debt: Navigating Cashflow Concerns with Clients’

View All Workshops