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
This Year's Featured Keynote Speakers
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.
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.
Canadian Race Car Driver & Coach
Rising Above Adversity and Understanding Your Value
Daniel talks about how he grew a sustainable career as a freelance race car driver. Through adversity, objections and fear he rose above it all by incorporating a creative and entrepreneurial mindset into his life and business to get to where he is today. Daniel shares his key to being open-minded and ready to try something new. 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
President and CEO, NPC
BMO Global Asset Management
Director, Intermediary Distribution – GTA North, BMO Global Asset Management
B.Comm, CIM, PFP
Vice President, Business Development Dynamic Funds
Senior Director of Business Development
TD Asset Management
Vice-President, Client Portfolio Management
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 be 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
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.
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!
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!!