OCTOBER 26-29, 2025

Niagara Falls, Ontario

Please Complete The Form Below To Register For The 2025 Conference

    Attendee Status:*
    AdvisorStaffSupplier

    Which sessions will you be attending:*
    Mutual FundsInsuranceI will attend a mix of both

    What days will you be attending the event?*
    Full event (Sunday evening to Wednesday morning)Monday and Tuesday sessions onlyMonday educational session onlyTuesday educational session only

    Will you be attending the Gala Dinner and Awards Ceremony (Tuesday evening)?*
    YesNo

    If "Yes" to attending the Gala Dinner and Awards Ceremony please indicate dietary restrictions or allergies:
    VeganVegetarianGluten FreeDairy Free

    Will you be bringing a guest to the conference who is not a registered Carte advisor? (Note: charge for guest is $500.00 and includes all food and drinks with a registered advisor during Carte Financial Group events)
    Yes, I'm bringing someoneNo, I'm attending alone

    Will you be you be booking your accommodations using our preferred rate room block?*
    YesNo

    Cancelation Policy*
    I acknowledge and agree that if I am unable to attend the event, I will notify Sarah Sanchez at [email protected] at least three business days in advance to cancel my registration. I understand that if I do not provide this notice, a $100 cancellation fee may apply, which I authorize to be withdrawn from my bank account on file.

    This Year's Agenda

    SUNDAY OCTOBER 26TH

    3:00 - 5:00 pm

    Arrivals & Check-in

    3:00 - 6:00 pm

    Charity Event

    6:00 - 8:00 pm

    Dinner

    MONDAY OCTOBER 27TH

    8:00 - 8:55 Am

    Breakfast & Registration

    9:00 - 9:25 am

    Welcome Remarks

    9:30 - 10:25 am

    Main Stage Speaker

    10:30 - 10:55 am

    Networking Session

    11:00 - 11:55 am

    Main Stage Speaker

    12:00 - 12:55 pm

    Lunch

    1:00 - 2:55 pm

    Main Stage Speaker

    3:00 - 3:25 pm

    Networking Session

    3:30 - 4:25 pm

    Main Stage Speaker

    6:00 - 8:00 pm

    Dinner

    tuesDAY OCTOBER 28TH

    7:30 - 8:30 Am

    Breakfast

    8:35 - 8:45 am

    Welcome Remarks

    8:50 - 9:50 am

    Panel Discussions & Main Stage Speakers

    9:55 - 10:50 am

    Breakout Session

    10:55 - 11:25 am

    Coffee Break & Chef's Choice Morning Snack

    11:30 - 12:25 pm

    Breakout Sessions

    12:30 - 1:25 pm

    The Great Canadian Buffet + Fries

    1:30 - 3:25 pm

    Breakout Sessions

    3:30 - 3:55 pm

    Networking Session

    4:00 - 4:55 pm

    Breakout Sessions

    6:00 - 7:00 pm

    Cocktail Hour

    7:00 - 11:00 pm

    Gala Dinner & Awards Ceremony

    WEDNesDAY OCTOBER 29TH

    7:00 - 11:00 Am

    Farewell Breakfast

    What Advisors Say

    cONFERENCE REVIEWS

    Carte conferences have been a great experience. It's a real support to our business within the industry, bringing valuable insights and updates that are essential. My favorite part of the conference is the dynamic connection with everyone; the Carte admin team who support us, other colleagues and the carriers. It's great!

    DIANA FELIZ, advisor

    It was a great time with colleagues.  The presenters were incredible, as was the entertainment. Getting to share ideas and create friendships with my peers was what I enjoyed most.

    Sean Colangelo PFP
    Accredited Financial Planner

    presenting this year's keynote speaker

    Tim Arnold

    Leadership Development and Teambuilding Expert

    Enter your For over two decades, Tim Arnold has helped leaders better navigate and manage complexity, increase resilience, and deliver results, with past clients including United Nations, World Vision, UPS, Allstate Insurance, and Stanford Medicine. His tactical and actionable keynotes equip audiences with powerful tools that help them understand and breakthrough chronic issues and leverage healthy tension in their efforts to pursue both profit and purpose.

    Having launched and sold a successful for-profit business, pioneered a social enterprise, and led a homeless shelter, Arnold leverages real-world experience to guide organizations. From Fortune 500 CEOs to Nobel laureates, he’s shaped the thinking of leading minds in business and beyond with his keynotes and workshops being more than just events — they’re transformative experiences. His specialty is helping professionals harness the power of “and” thinking in what’s becoming an increasingly “either/or” world.

    Arnold is the author of four bestselling books: Lead with AND: The Secret to Resilience and Results in a Polarized World; The Power of Healthy Tension: Overcoming Chronic Issues and Conflicting Values; Next-Level Teamwork: The Five Tensions to Manage for High Performance Teams; and his latest, Leading Change: The 5 Tensions to Manage for Successful Transformation.

    October 26-29, 2025

    Marriott on the Falls

    6755 Fallsview Boulevard
    Niagara Falls, Ontario,
    Canada, L2G 3W7

    Call Today To Reserve: 1-905-374-1077


    Niagara Falls Marriott on the Falls is the closest hotel to Niagara Falls. The hotel is located in the Fallsview Tourist District near Niagara Falls Convention Centre

    Looking back...

    Remembering Last Year!

    So much packed into three days!

    Conference 2025 Sponsors