We Have An Exciting Three Days Planned For You!
WE'RE SOLD OUT!
DAY 1 - Sunday October 06, 2024
Welcome!
4:00pm - Sunday October 06, 2024
Check-In at Deerhurst or Hidden Valley
6:00pm - 8:00pm - Sunday October 06, 2024 - Eclipse Restaurant
Dinner: Welcome BBQ: Ignite Your Future
DAY 2 - Monday October 07, 2024
Speakers & Presentations
8:00am - 9:00am - Monday October 07, 2024 - Peninsula Room
Breakfast Buffet and Conference Registration
9:00am - 9:05am - Monday October 07, 2024 - Peninsula Room
Carte Conference Welcome with Marc Trinidad
9:05am - 9:20am - Monday October 07, 2024 - Peninsula Room
Carte Conference Opening Remarks with Kirk Purai - Founder, Carte Financial Group
9:20am - 10:20am - Monday October 07, 2024 - Peninsula Room
VIVER is a cutting-edge technology platform designed to streamline the entire group benefits process for insurance advisors. By simplifying plan design, quoting, and setup, VIVER empowers advisors to efficiently tap into the expansive Canadian group benefits market. With its intuitive interface and time-saving features, VIVER helps advisors deliver tailored benefits solutions, enhancing client satisfaction and growing their business.
Jorge Ramos - CFP, CLU, TEP, President of VIVER
10:30am - 11:15am - Monday October 07, 2024 - Peninsula Room
Coffee Time with Canada Life - Networking Session
11:30am - 12:30am - Monday October 07, 2024 - Peninsula Room
In this session, we will take a look at the regulatory responsibilities of financial professionals in Canada and discuss best practices to ensure that your clients and your business are well served. Topics we’ll be discussing include; Understanding errors and omissions insurance, managing client expectations, documentation and file management and ongoing professional development.
Jill Watson - Director
Andy Cameron - Corporate Trainer
Jack Mazakian - VP & Principal Broker
CE CREDIT
12:30pm - 1:30pm - Monday October 07, 2024 - Peninsula Room
Catered Lunch and Networking Opportunity
1:30pm - 2:30pm - Monday October 07, 2024 - Peninsula Room
To discover:
- Accessing cash value of life insurance policy
- Insured retirement strategy
- How iA is invested in advisors
Todd Straus - Director of Sales, Life Insurance
Christine Culbertson - Account Executive, Group Benefits and Retirement
Matthew MacDonald - Director of Sales, Investment and Retirement
CE CREDIT
1:30pm - 2:30pm - Monday October 07, 2024 - Waterhouse Ballroom 5
Global Macro outlook with CI GAM product positioning.
- Taking stock and reviewing YTD trends and market results
- What is the current global macro environment, especially looking at central bank interest rates
- Discuss relevant investment themes
- Review CI GAM’s Q4 outlook and setup for 2025
- Showcase CI GAM products that will exploit our outlook in various asset classes
Thomas Galikowski, CMT, CIM, FCSI - VP, Institutional Portfolio Manager - Equities
CE CREDIT
2:30pm - 3:30pm - Monday October 07, 2024 - Waterhouse Ballroom 5
Understanding the regulatory landscape for financial advice is important for financial advisors to effectively conduct business and speak with their clients.
This presentation examines the issues affecting our industry today, including the “Client Focused Reforms”, Capital Markets Modernization Task Force, the IIROC/MFDA Review and more. The presentation will provide insights on the overall status of ongoing regulatory priorities and how the new rules will impact financial advisors.
Andrea Rigobon - Director, Procurement, Senior Legal Counsel and Chief Privacy Officer
CE CREDIT
2:30pm - 3:30pm - Monday October 07, 2024 - Peninsula Room
For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients. Chris and Jennifer will explore a multitude of factors that have affected the financial lives of Canadians for 3 decades, and explain simple, repeatable insurance based concepts that can help you ensure that your clients keep their financial assets intact for the next generations. Without a plan, and without an advisor, wealth transfer does not happen.
Sam Alves - Director, Business Development
Chris Paterson - Senior Director, Business Development
CE CREDIT
3:30pm - 4:00pm - Monday October 07, 2024 - Peninsula Room
Networking Session
Monday October 07th - Evening Festivities - Awards Ceremony & Gala Dinner
6:00pm - 7:00pm - Monday October 07, 2024 - Peninsula Room
Cocktail Hour
7:00pm - 11:00pm - Monday October 07, 2024 - Peninsula Room
An evening filled with lessons through laughter! Our keynote speaker, Brian Carter, puts a hilarious twist on business development and mindset. We look forward to honoring our top producers and those you have shown the most grown and development this past year!
DAY 3 - Tuesday October 08, 2022
Speakers & Presentations
9:00am - 9:50am - Tuesday October 08, 2024 - Peninsula Room
Breakfast Buffet and Conference Registration
9:50am - 10:00am - Monday October 07, 2024 - Peninsula Room
Carte Conference Day 3 Welcome with Marc Trinidad
10:00am - 11:00pm - Tuesday October 08, 2024 - Peninsula Room
Discussing the importance of cash flow and debt management in the financial planning process
David Frazer - RVP, Ontario Central
CE CREDIT
11:00am - 12:00pm - Tuesday October 08, 2024 - Peninsula Room
Coffee Time with Home Equity Bank - Networking Session
12:00pm - 1:00pm - Tuesday October 08, 2024 - Peninsula Room
Join us for a discussion about the different types of underwriting available in the industry – facts versus advisor beliefs. We will go over some examples of simplified issue for healthy clients and for clients who have common medical conditions. The advantages for the client, the advisor to choose simplify issue processes.
Guillaume Fauteux - GF - Vice-President, Business Development and Marketing
Chantal Marquis - CM - Director, Business Development
CE CREDIT
12:00pm - 1:00pm - Tuesday October 08, 2024 - Waterhouse Ballroom 5
Join us for a session on Mackenzie Bluewater team's approach to durable growth investing. The team focuses on identifying companies worldwide that can capitalize on emerging opportunities over the next decade. Key trends include digitization, artificial intelligence, and energy transition. The team has achieved sustainable long-term performance by aligning these long-term secular trends and selection of financially sound industry leaders. With a concentrated selection of dominant industry leaders, the Bluewater team aims to enhance returns while mitigating risk by investing in key enablers and avoiding industries and companies at risk of being displaced.
Dave Taylor - Vice President, Portfolio Manager, Mackenzie Bluewater Team
Tyler Hewlett - Vice President, Portfolio Manager, Mackenzie Bluewater Team
CE CREDIT
1:00pm - 2:00pm - Tuesday October 08, 2024 - Peninsula Room
Networking Lunch
2:00pm - 3:00pm - Tuesday October 08, 2024 - Peninsula Room
Recent enhancements and the reason behind the recent increases to the ratios 20-20-20 concept - the ultimate package deal delivered (we lead all 3 – PAR, Term, CI) Small business sales with Foresters – how the CDA benefits from our product design Estate Freezes with Foresters – so many options to suit the business owner.
Zainab Sheikh - Regional Vice President, Ontario
CE CREDIT
2:00pm - 3:00pm - Tuesday October 08, 2024 - Waterhouse Ballroom 5
Join TDAM to hear about ETF Portfolio Principles. We will cover; how to incorporate a disciplined approach to building target risk ETF portfolios to achieve repeatable outcomes for clients, the value of asset allocation and managing diversification with a risk profile to align to goals, how markets are efficient for long-term investors and how we believe a degree of active management can help add value to the investment experience.
Jonathan Needham, CIM, MBA - Vice President & Director, Lead of ETF Distribution for TDAM
CE CREDIT
3:00pm - 3:05pm - Tuesday October 08, 2024 - Peninsula Room
Mark Trinidad
3:05pm - 4:05pm - Tuesday October 08, 2024 - Peninsula Room
1. Title Protection and the necessary steps for insurance advisors to comply with Title Protection
2. The Insurance Agent supervision framework
3. Total cost reporting and how it will impact insurance advisors
Thera Medcof - Senior Manager, Life and Health Agents, Market Conduct
Kim Wasylciw - Senior Compliance Officer, Life and Health Agents, Market Conduct
David Ha - Senior Manager, Regulatory & Credentialing Oversight, Market Conduct
3:05pm - 4:05pm - Tuesday October 08, 2024 - Waterhouse Ballroom 5
Are you interested in attracting high net worth clients and managing portfolio fees and revenue generation with more intention? During this presentation, solutions and strategies to achieve both goals will be shared with highlight of BMO’s low cost, ETF-based funds, fee-based strategies, BMO GAM’s automatic rebalancing service, and other portfolio trade ideas.
Ashley Francis - Intermediary Distribution
Sabrina Fanelli - Senior Associate for National Accounts
CE CREDIT