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Carte Financial Group
9th Annual Conference
October 17 - 20, 2022
Niagara Falls, Ontario
This Is Our Year!
Carte is committed to helping AGAs and Advisors reach their business goals via training and back-office support technology
Network with Our Carrier Partners
Speakers and Sponsors from our top carriers and vendors will be there to answer questions and help you grow your business
Have Fun & Do Business
Book a day early or stay a day longer. Enjoy the beautiful surroundings of Niagara Falls while learning and networking with industry colleagues
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This Year's Featured Keynote Speakers
Erin Bury
Co-Founder & CEO - Willful
How To Use An Entrepreneurial Mindset To Win
The mindset of an entrepreneur is a unique set of qualities that positions startups to be more resourceful, take more risks, and view their business and its marketing plan as a blank slate, not a set of established rules. In this session, Erin Bury will use her decade of experience working with high-profile startups to define the entrepreneurial mindset and show audiences how to implement that mindset within your own organization. The session draws on case studies of successful companies, including her own, who have leveraged the entrepreneurial mindset.
Jeremiah Brown
Make The Impossible Possible
Lessons From An Improbable Olympic Journey
Jeremiah won an Olympic silver medal as a member of the Canadian men’s eight rowing team at the London 2012 Olympic Games. A former commercial banker with a big dream, he is one of few Olympians ever to have started learning his sport only four years before winning a medal at the Olympics.
What does it take to adapt to change and achieve your biggest goal? In this keynote, you’ll experience a rollercoaster journey full of insights on working through uncertainty, forging self-leadership, defeating doubt, staying resilient, and building and inspiring team trust from one of the fastest Olympians ever to go from his parents’ couch to the Olympic podium.
Daniel Morad
Canadian Race Car Driver & Coach
Daniel will share the similarities of race car driving and being an entrepreneur.
- Mindset & mentality
- Overcoming objections & fears
- Understanding your value
- Being open-minded, ready to try something new
This Year's Exciting Line-Up of Presenters
Andrea Rigobon
Director, Procurement and
Senior Legal Counsel
NPC
Larry Keating
President and CEO, NPC
Jason Isaac, CFA, CAIA
Portfolio Manager at Cumberland Investment Counsel Inc.
Wilmot George, CFP,TEP,CLU,CHS
Vice President, Tax, Retirement & Estate Planning at CI Global Asset Management
Foresters & CPP
Ayal Alalouf
VP of Sales, Ontario
Josie Malandrino
Sales Director, Greater Toronto Area & Northern Ontario
Ali Qureshi
Co-Founder
Frank Sobrinho, BBM,FLMI,CLU,CFP
Sales Director, Southwestern Ontario
BMO Global Asset Management
Edward Ku
Director, Intermediary Distribution – GTA North, BMO Global Asset Management
Manulife Financial
Laura Yost
National Director of Retail Accounts, Individual Insurance Canada
Tara Pollard BA, CFP
Regional Sales Director
Dynamic Funds
Collister Thomas
B.Comm, CIM, PFP
Vice President, Business Development Dynamic Funds
George C. Iovankas MBA, RIS
Senior Regional Sales Director
Beneva
Presentation Details To Come...
BUSINESS GROWTH - Monday oct 17th
Complimentary Photo Headshot Session
Is it time to update your old headshot? Now is the time to take action. Carte will have an area set up at the conference where you can have your professional headshot taken. You’ll have 5 headshot photos taken within a 10min session per person. This will be on a first-book basis. There is no charge for this photo session.
The photoshoot will held on Monday October 17th between the hours of 1:30pm to 4:30pm. If response is high we will create more times throughout the conference. More details to come.
ENTERTAINMENT - Tuesday Oct 18th
Rossini
The Magical Motivator
Rossini is an internationally renowned magician and illusionist, a powerful and dynamic speaker and writer, an incredible entertainer, an amazing communicator, promotional consultant, and one of the most creative entrepreneurs around!
Simply put, Rossini creates “real magic!”
testimonials
What They Say About Carte Conferences
Nicola (Lino) Fedele
Financial Advisor
I love attending the Annual Carte conferences. I’ve always come away with something positive and informative. It has also allowed me to meet other Carte Advisors and of course the fine people from Carte’s head office. I am looking forward to this years conference in Niagara Falls.
Kristina de Souza, CFP, RIS
Certified Financial Planner and Responsible Investment Specialist
Each year, I look forward to the Carte conference as a unique opportunity to gather with inspirational peers and industry leaders. The atmosphere at the conferences is reflective of Carte’s collaborative and inclusive culture. Between the education and networking, I always leave with a sense of accomplishment, growth, and motivation.
Diana Feliz
Independent Advisor
Carte conference 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!
Geoff Macgillivray
President, Blue Harbour Financial Services
Our virtual carte conference 2021 was a great event. The event planning and delivery was superb and made everyone feel as close to an in person event as possible. We had all our local agent in the office to attend the virtual conference which brought an in person feeling to the event. Thanks for all the hard work and planning!!
Our Conference Is Partially Sponsored By:
Conference Registration
Please complete and send the form to register for our 9th Annual Conference. An email confirmation will be sent to you with further details and instructions.
If you have any questions please contact us directly at the phone number and/or email address below.
(905)891-7171
BE SURE TO BOOK YOUR HOTEL ROOM AFTER YOU REGISTER FOR THE CONFERENCE
Your registration confirmation and additional conference details will be emailed to you immediately after you submit your registration form. If you do not receive an email within 10 minutes, check your spam folder. If you still don't receive it, send an email to [email protected]
For Presenters
If you are a presenter at this year's conference and you need to send materials and/or packages to the hotel ahead of time please click the button below for details from the hotel.
The Whole Conference Includes
- Monday October 17, 2022, 5:30 pm to 7:00 pm
- Tuesday October 18, 2022, 7:00am to 8:30pm
- Wednesday October 19, 2022, 7am to 10:00pm
- Thursday October 20, 2022, Breakfast & Check-Out
book your rooms today!
This year's conference is at the Sheraton Fallsview Hotel in Niagara Falls
Carte has arranged special pricing for you. Click the button below to find the information for your online reservation. If you have questions or need help with the link, please do not hesitate to ask. We appreciate your business and look forward to a successful event.
Carte Financial Conference 2022
*Last day to book your room is Monday, Sept 30th