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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


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

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

Giuliano Savini
Regional Sales Manager

Subhastin Kharag

Regional Sales Manager

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


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


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!”


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.



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.

I Will Be Attending:
The Whole Conference
Training & Presentations Only
Gala Dinner Only
I Am Not Attending
Are You?
Gala Dinner Preference
Not Attending
Are You Bringing Your Spouse/Partner?

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

  • Hotel Arrival Date: Mon Oct 17, 2022
  • Sessions & Lunch/Dinner: Tue Oct 18, 2022
  • Sessions & Lunch/Dinner: Wed Oct 19, 2022
  • Hotel Checkout Date: Thu Oct 20, 2022
  • Last Day to Book: Monday, Sept 30, 2022 (Don't wait! Reserve your room today to ensure you get the best selection. And, these rates apply for days before and/or after the conference.
  • Special group rate: $139 CAD - $179 CAD per night
  • Special group rate includes FREE PARKING and FREE RESORT FEE!

*Last day to book your room is Monday, Sept 30th