We Have An Exciting Three Days Planned For You!

Two Steps To Join The Business Building Fun!

DAY 1 - Monday October 17, 2022

Welcome!


1:30pm - 4:30pm - Monday October 17, 2022

Free Professional Headshot Photoshoot (first-come-first-serve, so come early!)

3:00pm - 5:00pm - Monday October 17, 2022

Check-In at Sheraton Fallsview. Remember, you can use the discount to arrive a few days earlier and have some fun.

5:30pm - 7:00pm - Monday October 17, 2022

Welcome Reception Dinner at Sheraton Fallsview - Great Room A

DAY 2 - Tuesday October 18, 2022
(subject to change, keep checking)

Speakers & Presentations


7:00am - 8:10am - Tuesday October 18, 2022

Breakfast Buffet - Great Room A

8:15am - 9:00am - Tuesday October 18, 2022 - Great Room C

Carte Forward View by Carte Management with Kirk Purai - CEO of CRMI, CWMI and Maria Jose Flores - President of CWMI

9:05am - 9:35am - Tuesday October 18, 2022 - Great Room C

EasySend: Patrick Doyle - How To Keep Up With The Rapid Pace Of Digital Transformation

In this talk, EasySend will share his insights on technology trends making digital transformation more accessible to organizations of all sizes.  You will hear about the challenges surrounding customer data collection, which often result in bad customer experience, high costs, friction, and how these challenges can be solved.  You will get a demo of EasySend's approach to data collection and learn how you too could overcome these difficulties with an approach that is both cost-effective and improves the customer experience.

Patrick Doyle
VP North American Sales

Patrick Doyle is EasySend's VP of North American sales. He leads their go to market activities throughout Canada and the United States. He has served as an executive sales leader within the financial services/fintech industry for the past twenty years, including successful stops at Salesforce, Thomson Reuters and most recently eOriginal, prior to their sale to Wolters Kluwer. 


Pat is a passionate advocate of digital transformation across the financial services and insurance industry. He and his teams have led significant advances at many of the largest financial services and insurance companies as they looked to modernize and digitize their customer experiences.

He has a BA from Renssealer Polytechnic Institute ('92) and is married with three children, while living in Wyomissing, PA.

9:40am - 10:10am - Tuesday October 18, 2022 - Great Room C

Keynote Speaker - WillFul: Erin Bury - How To Use An Entrepreneurial Mindset To Win In Business

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.

Erin Bury - Co-Founder & CEO
Named one of Bay St. Bull’s Women of the Year, Erin Bury is one of Canada’s top female entrepreneurs, an active startup advisor. and a former marketer and technology journalist. Erin is the co-founder and CEO at online estate planning platform Willful, where she drives the company’s mission to make it easier for Canadians to prepare for and deal with death in a digital age. Willful has been named one of Bay St. Bull’s Power 50 companies, and Erin secured a deal for the company on TV’s Dragons’ Den in December 2021. Erin advises multiple startups including podcasting platform Quill. She is also a board member for Save the Children Canada and the co-chair of the #Tech4SickKids initiative for SickKids Hospital.

10:15am - 10:35am - Tuesday October 18, 2022

Break and Booth Time

10:40am - 11:20pm - Tuesday October 18, 2022 - Great Room C

CI Investments: Wilmot George - Retirement Planning - A Look At Retirement Paycheques

As baby boomers retire and Canadians live longer, more than ever we are concerned whether retirement income can match pace with retirees. This presentation discusses Canada’s retirement income landscape with a focus on government benefits, employer-sponsored benefits and personal savings. At the end of this presentation, participants will better understand retirement in Canada and options for addressing retirement income needs going forward.

Wilmot George, CFP, TEP, CLU, CHS - Vice-President, Tax, Retirement and Estate Planning

11:25pm - 12:05pm - Tuesday October 18, 2022 - Great Room C

Keynote Speaker: Daniel Morad - 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.

Daniel Morad
Canadian Race Car Driver & Coach

12:05pm - 12:30pm - Tuesday October 18, 2022 - Great Room C

Broadridge & AdvisorStream: Brendan Cubello - How To Drive Growth With A Scroll-Stopping Digital Marketing

Join Broadridge Advisor Solutions for an interactive session exploring how Carte Financial Group Advisors can drive growth by establishing a digital presence and using content marketing to spark conversations. In this session you will learn how to: * Stand out by establishing a website presence for your brand. * Spark action with world-class content licensed from publishers. * Attract new clients with lead-optimized landing pages. * Save time with effortless automation

Brendan Cubello - Team Lead, Inside Sales

I have been in the Fintech industry for 7 years. Worked for a number of startups along the way, most notably AdvisorStream. I began my career in Client Success and quickly moved over to our frontline sales team. Over the past 5 years I have worked on a number of direct-to-advisor sales and large enterprise deals. In June 2021, AdvisorStream was acquired by Broadridge.

12:35pm - 1:20pm - Tuesday October 18, 2022

Catered Lunch and Free Time - Great Room A

1:25pm - 2:10pm - Tuesday October 18, 2022 - Great Room C

Industrial Alliance: Robert Carter - Thinking Outside the Box: The 21st Century Advisor

After two years of upheaval, our clients’ need for protection, tax reduction strategies and investments have only increased. Learn what investment strategies work best for your clients in today’s market.

Robert Carter B.A (Hons) CFP, CLU
Regional Vice President, Sales Ontario
iA Financial Group

Robert E. Carter joined the iA Financial Group, one of Canada’s leading life insurance companies in 2005. A promotion to Regional Vice President followed in 2011 where he now leads an ever expanding and diverse sales team. With 25 years as a certified financial planner and chartered life underwriter, Rob has a passion for helping insurance sales professionals add value to their business. Not only is Rob a very bright, energetic, and passionate sales person, he has extensive corporate and entrepreneurial experience. Rob is an engaging, high-energy speaker and is a highly sought after presenter within the iA Financial Group dealer network. Rob graduated from Wilfred Laurier University with a Degree in Politics and French and certificate in Business. Rob lives in Port Credit, Mississauga with his wife and daughter and enjoys traveling, boxing, bare foot water skiing and being with his family.

2:15pm - 2:55pm - Tuesday October 18, 2022 - Great Room C

Fidelity: Andrea Rigobon - The Evolving Regulatory Landscape

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 and Senior Legal Counsel
Andrea joined Fidelity Canada in April of 2012. In her current role, Andrea manages Fidelity Canada’s Procurement Team as well as support’s Fidelity Canada from a legal perspective. Her legal work focuses on commercial negotiations with vendors, privacy, anti-spam and intellectual property matters, digitalization and regulatory matters that impact the industry, Fidelity Canada and its clients.

Andrea spends a great deal of her time speaking to advisors and dealers about the regulatory landscape and the impact or potential impact of new rules and regulations on their businesses.

Prior to joining Fidelity Canada, Andrea worked as a securities associate at a Bay street law firm.

Andrea received an honours bachelor of arts from the University of Toronto and a Juris Doctor (JD) degree from the Faculty of Law at the University of Windsor.

3:00pm - 3:20pm - Tuesday October 18, 2022

Break, Booth Time & Network with Carriers

3:25pm - 3:55pm - Tuesday October 18, 2022 - Great Room C

SideDrawer: Ali Qureshi - Winning Clients with Better Collaboration

Collaboration is central to any advisor or planner - yet it can be time consuming, inefficient, frustrating and risky. However, done right, it can be a game changer for your practice, the client experience, while reducing your admin headaches and substantially reducing your risk. We'll show how SideDrawer's platform can become an integral part of your practice and your client experience.

Ali Qureshi: Co-Founder
Ali Qureshi is the Co-Founder of SideDrawer, an idea born out of a personal need for him and his family. The platform now is being used by financial planners, estate lawyers, accountants and enterprises to provide a secure, easy to use, organization and collaboration service for their clients. Prior to joining SideDrawer, Ali was the Executive Director and Deputy Head of International Equities, for CIBC Global Markets, as well as UBS Securities Canada Inc, and KPMG LLP.  Ali has also been involved in helping corporates raise equity, debt and convertible debt financing across a variety of industries. Ali has both CA, CPA and CFA designations, and graduated from Trinity College at the University of Toronto with an Honours B.Comm. Ali lives in Toronto with his wife and three young children.

3:55pm - 4:25pm - Tuesday October 18, 2022 - Great Room C

Brightmark: Matthew Maingot - Using Salesforce To Provide Best-In-Class Advisor And Client Experiences

In this session, Matthew Maingot will be leading a walkthrough and demonstration of how Canada's top independent advisors are leveraging Salesforce to provide the best experiences for the clients and managing their day-to-day firm operations effectively. Matthew will touch on building a book of business using Salesforce, managing client service from Salesforce, as well as Salesforce's available integration with VieFund, specifically made for Carte advisors.

Matthew Maingot: Partner
Matthew’s career has been dedicated to helping companies become successful with Salesforce.

A strong communicator, Matthew helps clients understand complex technologies and processes while bringing a truly collaborative approach to his projects. He has spent extensive time architecting Salesforce solutions for clients in the wealth/asset management, family office, private equity, lending, and non-profit spaces

Previously with the Salesforce Customer Success and Canadian Financial Services teams, he helped design Salesforce solutions and business processes to help clients transform to achieve and exceed their goals.

At Brightmark, Matthew works with clients to develop their Salesforce and general technology roadmaps, bringing over 8 years’ experience and 250+ Salesforce customer engagements.

Brightmark is a boutique agency with a seasoned team of certified Salesforce consultants, our expert advisors are trusted partners on your path to transformative success. With big picture thinking, we guide you through technology planning and implementation, providing ongoing service and support to ensure long-term achievements.

At Brightmark, we strive to unleash potential in our clients, employees, and community, empowering businesses and people to achieve more.

4:30pm - 6:55pm - Tuesday October 18, 2022

Free Time & Networking

7:00pm - 8:30pm - Tuesday October 18, 2022

Dinner & Entertainment - Great Room A

DAY 3 - Wednesday October 19, 2022
(subject to change, keep checking)

Speakers & Presentations


7:00am - 8:00am - Wednesday October 19, 2022

Breakfast Buffet - Great Room A

8:05am - 8:25am - Wednesday October 19, 2022 - Great Room C

How Knowledge Learned Can Assist Advisors In Creating Better Financial Plans By Jorge Ramos, National Director of Advanced Planning, Carte Risk Management

8:30am - 9:10am - Wednesday October 19, 2022 - Great Room C

Desjardins Financial: Micah Neale - First ever Guaranteed 5 Pay PAR & George C Iovankas  - Desjardins PPNs-Combine Performance Potential, Security and Flexibility

First ever Guaranteed 5 Pay PAR - A case study with this first ever product in Canada
Micah Neale - Regional Sales Director

Desjardins PPNs-Combine Performance Potential, Security and Flexibility - Strengths, Benefits and Client Fit/Positioning of Desjardins PPNs
George C Iovankas - MBA, RIS, Senior Regional Sales Director


Micah Neale CIP, CLU, CHS, PCS and CFSB
Micah Neale is a seasoned executive having devoted over 25 years to the insurance and financial services industries. His expansive career has allowed him to expertly lead projects and teams in achieving significant sale results. Prior to becoming a Regional Sales Director, Micah was the National Living Benefits Specialist for Desjardins Insurance. In this role he travelled from coast-to-coast twice a year presenting in every province.

In his current role as Regional Sales Director, he conducts numerous seminars for all networks including MGA’s, focusing on Disability, Critical Illness, Healthcare plans and Life Insurance solutions. Micah holds the following industry designations, CIP, CLU, CHS, PCS and CFSB. He is a proud member of Advocis and the Insurance Institute of Canada.  When he’s not finding creative ways to protect “your client’s”, Micah enjoys spending time with his amazing wife and eight wonderful children. 

9:15am - 9:55am - Wednesday October 19, 2022 - Great Room C

NPC Data Guard: Larry Keating - Rising Above the Cyberthreat Landscape

This presentation will be providing more clarity on how the landscape has evolved, what to do in the face of these cyberthreats, and how as-a-service models and secure cloud computing are forever changing the security and power dynamic of small organizations.

Larry Keating - President & CEO
Larry is president and CEO of NPC, where he invented and has brought to market his industry’s first secure managed endpoint computing solution. He is also founder and CEO of Keating Technologies. Since 1987 Keating has been Canada’s leading branch outsourcing service to the high technology industry, bringing more than $1.5 billion in technology products and services to market.

For eight years Larry served as the founding chairman of the Ministers’ Technology Advisory Group for the Province of Ontario. He was also a member of the Chair’s Advisory Council on e-Government, the first Ambassador for Privacy by Design for the Information & Privacy Commissioner of Ontario and served as a technical advisor to the Lieutenant Governor of Ontario for the Aboriginal Computer Literacy Program. Larry is currently a member of the Investment Industry Association of Canada’s Cyber Security Committee.

He is a speaker, writer and has been a Top Ten Technology Industry Newsmaker

10:00am - 10:20am - Wednesday October 19, 2022

Break, Booth Time & Network with Carriers

10:25am - 11:05am - Wednesday October 19, 2022 - Great Room C

NCM Investments: Jason Isaac - Global Dividend Investing 2022 and Beyond

Jason will talk about why dividends matter and how over time, dividends are a key factor in strong returns, while lowering volatility. All companies have key milestones in their growth. Milestones such as their first client, first profit, first expansion, their first dividend, their first dividend increase, and so on. What Jason will focus on are companies that pay a dividend and grow their dividend throughout the world. This presentation will also look back at events around the world that shaped global dividend investing in 2022 and provide an outlook for the rest of the year and beyond.

To showcase global dividend investing, Jason will discuss key metrics such as quantitative and fundamentals of companies. He will be talking about historical cash flow generation, solid balance sheets and the management teams and how that impacts global investing. Looking beyond 2022 for global investing, Jason will discuss downside protection, and other elements of risk management such as business risk, management risk, valuation risk and liquidity risk and how managing those risk elements are important for Canadians.

Jason Isaac, FMA, CAIA, CFA and Lead Portfolio Manager for NCM Global Income Growth Class
Jason Isaac is a portfolio manager with more than 20 years of experience in global equities. Jason is a Portfolio Manager at Cumberland Investment Counsel Inc. (CIC) an affiliate of in NCM Asset Management Limited. He is also a director of Cumberland Partners Limited, the firm's parent company. His focus is on international equities adding to the breadth of the firms global offering and team.

Jason began his career in 1997 developing his expertise in US and European equities. Over his 20+ year career, he has worked at HSBC and Scotia in banking and investment counseling. His educational and industry credentials include a Bachelor of Business Administration in Finance and Economics and the Financial Management Advisor (FMA), Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analysts (CAIA) designations. Also, Jason spent three years as a Sessional Lecturer at the Haskayne School of Business at the University of Calgary on subjects including security analysis, investments, and portfolio management theory.

Jason is a founding member of the NCM Asset Allocation Team for the NCM Pension Portfolios, consisting of NCM Conservative Income Portfolio, NCM Balanced Income Portfolio, NCM Growth and Income Portfolio.

Jason is the Lead Portfolio Manager for NCM Global Income Growth Class.

11:10am - 11:50am - Wednesday October 19, 2022 - Great Room C

Manulife Insurance: Laura Yost - What's the Beat On the Street?

Laura will review some observations about trends in the industry, as well as what she has seen that is working in the field in conjunction to this. She will review how Manulife’s key advantages can add value within these trends & to your clients. In a sea of sameness, these are the key areas where we believe Manulife holds a unique strength, and has for quite some time.

Laura Yost - National Director of Retail Accounts, Individual Insurance Canada
Laura Yost is the National Director of Retail Accounts for Individual Insurance. In this role, Laura is responsible for the support and execution of the retail accounts strategy. Laura’s main goals are to help our Distribution partners grow their insurance sales and build positive working relationship between their firms, our sales teams and Manulife.

Laura has enjoyed a very successful career at Manulife since joining in May 2012, resulting in progressive career promotions and multiple Emerald wins. Laura first started as an internal wholesaler on the Affinity product line & transitioned the life & living benefits side in 2013 Supporting Western Canada. In 2014 she transitioned to an external wholesaling role in the Life & Living Benefits area in Toronto. For the last 8 years she worked across a variety of firms & areas in the GTA, most recently working with our National Account firms downtown.  These experiences were very beneficial as she learned how many advisors and Distribution partners operate, what they find valuable & insights into their business. Laura’s insight along with her enthusiasm for the business has been a benefit to the clients she works with and her sales team.

In her role Laura consistently demonstrates strong leadership qualities and an ability to develop creative strategies to help advisors grow their business. Her advisors consistently praise her for the value she brings and the work ethic, passion and style she employs.

11:55am - 12:15pm - Wednesday October 19, 2022 - Great Room C

CPP Foresters: Glenn Secord - Why Foresters - Making A Positive Impact

In this presentation advisors will learn about Foresters financial product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. The presentation will also include case studies and an overview of Foresters Member Benefits.

Agenda
1. Who is Foresters Financial?
2. Products
3. Riders
4. Case Studies
5. Member Benefits

CE Credit: Yes

Glenn Secord: Regional Sales Manager
Glenn got his start with Foresters in 1998 as a Case Manager on the US side. Since that time, he has held many roles throughout the company within both the US and Canadian Divisions. 

Most recently, Glenn moved over to the Sales side of the organization in 2019 out of a desire to connect with Advisors and help them grow their business as he is passionate about helping you find an insurance solution that best suits your clients needs. Glenn enjoys all kinds of sports, either playing them or watching. In the winter months Glenn enjoys playing in his Friday night Senior Men’s hockey league. During the Summer months Glenn enjoys camping with his wife and daughter and listening to Blue Jay games while sitting around the campfire.

12:20pm - 1:00pm - Wednesday October 19, 2022 - Great Room C

TD Asset Management: Jose Alancherry - The Fundamentals: Pioneering a New Frontier in Equity Investing

We explore the investment process and philosophy of the Fundamental Equity Team at TDAM that has been the driver of industry-leading performance through various market cycles. Our core belief is that fundamentals matter. The value of any business is the ability to sustain and grow free cash flow. We believe that the market underestimates cash-flow production and misprices true risk factors, both pf which are exploitable. We take a deep dive into our flagship balanced mandates to see our investment style in action. In addition, after closing 2021 at record highs, global equity and bond markets have so far faced a tumultuous 2022. The global macroeconomic outlook remains challenged with continuing geopolitical turmoil, record high inflation, rising rates and slowing economic growth. Join Jose as he also talks about the TDAM Fundamental Equity Team and their investment process, current market environment and what TDAM sees for 2023.

CE Credit: Yes

Jose Alancherry, CFA
Vice President, TD Asset Management Inc.

Joined the firm: 2021  Began Career: 2014
Jose is a Client Portfolio Manager with TD Asset Management Inc.'s Fundamental Equities team, where he is responsible for coverage of Global and North American fundamental equity strategies. He represents the firm's guiding principles, investment philosophy, performance/attribution, macroeconomic outlook and portfolio positioning to internal and external clients. Prior to his current role, Jose worked in various capacities at a boutique financial services firm in the Middle East, and gained experienced as an Analyst in the Healthcare and Aviation sectors of the Middle East and North African markets. He holds a BBA from Wichita State University, and an MBA from Rotman School of Management at University of Toronto.

1:05pm - 2:15pm - Wednesday October 19, 2022

Catered Lunch and Free Time - Great Room A

Wealth Management Sessions In Room B

2:20pm - 2:40pm - Wednesday October 19, 2022

BMO Asset Management: Edward Ku - Innovative Solutions to Navigate the Market: ETF Based Mutual Funds

Combining benefits of both mutual funds and ETFs into all-in-one investment solutions, learn how ETF Based Mutual Funds bring together the best of both worlds.

Edward Ku - Director, Intermediary Distribution – GTA North, BMO Global Asset Management

Edward has over 21 years of experience in the financial services industry. For the last 16 years of his career Edward has been working with advisors in Central Ontario to grow their businesses. Edward represents BMO's suite of Mutual Funds, ETFs, ETF Portfolios and Segregated Funds. He is a graduate of Concordia University and has successfully completed level 1 of the CFA program

2:45pm - 3:05pm - Wednesday October 19, 2022

Dynamic Funds: Collister Thomas - Successful Investing Strategies To Use In An Increasingly Volatile Environment

A trap many of us fall into is that we believe market historians are prophets. This is a fallacy that many of us have never been able to accept. In periods of uncertainty we all want to hear an authoritative voice that can give us some assurances, that all will be well. We are not designed to live with uncertainty. But what we have learned is that we cannot predict the future, but we can certainly prepare for it. I will share 3 successful investing strategies to help you prepare for an uncertain future and 2 low-medium investment ideas.

Collister Thomas, B.Comm, CIM®, PFP®
Vice President, Business Development Dynamic Funds

  • Collister brings over 20yrs of experience in the investment industry, with the last 16 years at Dynamic Funds.
  • Collister has a demonstrated history of working closely with advisors to help articulate and capitalize on opportunities to grow their practice, with the use of

Dynamic’s extensive line-up of award-winning investment mandates and advisor-centric resources.

  • Collister has a Bachelor of Commerce (Finance) from the John Molson School of Business at Concordia University. He also earned his CIM and PFP designations in 2010.
  • Has been with Dynamic since 2003 – 16+ years with the company


Risk Management Sessions In Room C

2:20pm - 2:40pm - Wednesday October 19, 2022

ivari: Josie Malandrino & Frank Sobrinho - The Ivari difference: Things you may not know!

This presentation will introduce you to ivari and all the things that support the 5-star ivari difference. Through some case studies, we will show you solutions that will ensure your practice is compliant and provide the best solution for you clients, whatever their needs may be today or in the future!

Josie Malandrino, Sales Director
Josie began her financial services career in 1998 with NN Financial, where she held a variety of positions. She quickly became a valuable member of the life marketing team working in various capacities of increasing responsibility. In 2002 she assumed a new role as a key member of the sales team devoted to the joint venture with Sun Life/Clarica.

In April of 2003, Josie was appointed to the position of Sales Director. As a Sales Director at ivari she is currently responsible for strengthening new and existing advisor/distributor relationships by broadening ivari's product/process offering in the Central Region.

Josie was born and raised in Italy. She has been married since May of 2001 and has two little girls who keep her on her toes.

Frank Sobrinho, Sales Director
Frank has been in the life insurance industry since 1984 garnering a broad spectrum of experience in increasingly senior roles from administration, illustration and case design work, software and sales concept training, competitive analysis, and managing a team of professionals responsible for meeting with 35,000 policy owners face to face to help them manage their inforce policies. Frank has worked in both head office and field settings.

As Sales Director for ivari, Frank enjoys helping advisors grow their business through the use of several value added resources available through the company.

Frank holds a Bachelor of Business Management degree and also holds the FLMI, CLU, and CFP designations.


2:45pm - 3:05pm - Wednesday October 19, 2022

Equitable Life: Giuliano & Subhastin - Top Competitve Advantages At Equitable Life - Investments and Insurance

Top differentiators within our investment space. Top PAR for kids competitive advantage. Introducing twelve new funds, two bonuses, six sales ideas, and a strong finish to the 2nd half of the year! .

Subhastin will demo Equitable's new Conversation Tool that they launched to help advisors to start a conversation with a focus on three areas: 1) Help your child with education costs; 2) Help your child start a business and 3) Fund your child's retirement plan so they don't have to.

Giuliano Savini - Regional Sales ManagerGiuliano has been in the financial services business for over 20 years, having started his financial career in 2000 and worked with both major life insurance and mutual fund companies over this time.

Before joining Equitable Life, he spent 10 years at Empire Life, as their top wholesaler in the country for the last 8 consecutive years, accumulating over $1Billion in sales over that 10 year period.

Prior to Empire, he worked as a sales rep for a major mutual fund company for two years, where he was responsible for selling mutual funds and structured products in the Toronto region.

Before that, he spent seven years with the biggest insurance company in Canada, in progressively senior sales roles in the Atlantic and South-Western Ontario regions.

As a Regional Investment Sales Manager, his work with advisors focuses on helping them grow their business through use of innovative ideas and dedication to their clients' needs.

Subhastin Kharag - Regional Sales Manager
Subhastin joined the industry in 2001 as an independent broker working with small business owners in the GTA.  

In 2006 he served two terms on the ADVOCIS Toronto Board & it was during these years that he achieved his CFP since he believes in continuing to refine one’s craft.

Then in 2008 joined a national MGA helping their brokers grow their books, followed by joining a multinational insurer working with MGAs & brokers to capitalize on growing business deeper & more holistically predominantly in the family market space.

Last year Subhastin joined Equitable Life in continuing to help MGAs & Brokers find opportunities to grow their books & collaborate in the HNW space.

Father of four who enjoys family cooking nights as the head sous chef & CEO of dishwashing.

3:10pm - 3:30pm - Wednesday October 19, 2022

Break, Booth Time & Network with Carriers

Wealth Management Sessions In Room B

3:35pm - 4:05pm - Wednesday October 19, 2022

Beneva: Chris Paterson - Searching for Value In A World Of Inflation  And Shrinkflation 

Everywhere we turn, prices are increasing in our daily lives. When the prices stay the same, manufacturers are putting less in the package. Combat this by helping your clients see value in financial solutions that offer them more today and in the future. 

Chris Paterson
Senior Director, Business Development
Western Greater Toronto Area
Individual Insurance

In 1995, Chris began his career in the financial services industry at a major financial institution, where he worked in a number of sales management and wholesaling roles across Canada. Since then, he has accumulated over 25 years of experience supporting and training advisors while working on complex solutions for client financial strategies. With a career scope encompassing insurance, investments and technology consulting, Chris has previously led a national insurance wholesaling team, and was recently responsible for national initiatives focused on advisor recruitment, practice management, tax and estate planning, and advisor training for a major insurer. 

Chris’ advisor support philosophy is to avoid leading with product-focused discussions, relying instead on strategic business planning strategies to help advisors and distributors assist their clients in achieving their lifestyle and estate aspirations.  Once he understands the client needs and advisor practice focus, he prides himself on offering support via extensive knowledge of innovative product solutions.

Chris has previously been a monthly insurance columnist for 
advisor.ca, the Rogers media financial industry website.  He is a long standing member of Advocis, and is a Past President of the Peel Halton chapter.  He is currently a member of the GAMA Canada board, as Director of Independent Distribution Initiatives.  He is also a long standing member of CALU, the Conference for Advanced Life Underwriting. Chris has sat on national committees for both Advocis and CALU, was a contributor to the CHS designation content, as well as Advocis’ Getting Established program for New To Industry advisors.  In his spare time, he also coaches baseball and basketball, and has previously sat on the board of a charity benefiting autistic children.

Chris lives in the east GTA with the greatest woman that ever lived, his wife, Susie, and their three ridiculously handsome sons, Finlay, Miles, and Henry. He is an avid fan of sports, music, and literature, and loves to travel.

Risk Management Sessions In Room C

3:35pm - 4:05pm - Wednesday October 19, 2022

SL Insurance: Varshni Nimal - Utilizing Jenie To Bridge The Gap Between Traditional And Simplified Markets

We will be discussing how advisors can use Jenie, our real time virtual underwriter; to get coverage that has the safety of traditional markets along with the simplicity of non medical markets. Jenie has a unique underwriting approach that gives your clients a better chance at finding the coverage they need.

Varshni Nimal, Inside Sales
Varshni launched into the insurance industry working with a top producer at Carte Wealth Management. In these early stages of her career, she excelled and fostered valuable relationships with clients and other industry professionals as an Insurance Associate. Varshni is now pleased to be bringing her experience to SLi, evolving the Central region as an Inside Sales Representative.

4:10pm - 4:30pm - Wednesday October 19, 2022

Booth Time & Network with Carriers

4:35pm - 5:55pm - Wednesday October 19, 2022

Free Time & Networking

Wed October 19th - Evening Festivities - Awards Ceremony & Gala Dinner


6:00pm - 6:30pm - Wednesday October 19, 2022

Cocktails & H'ordeuvres Reception - Fallsview ABC

6:35pm - 7:20pm - Wednesday October 19, 2022

Gala Dinner - Great Room B & C

7:25pm - 8:35pm - Wednesday October 19, 2022

Keynote Speaker: Jeremiah Brown - 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.

Jeremiah Brown
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.

8:40pm - Wednesday October 19, 2022

Awards & Recognitions Ceremony

DAY 4 - Thursday October 20th, 2022

Thank You for Attending! Let's Make This Our Year!


8:00am - 10:30am - Thursday October 20, 2022

Breakfast Buffet

11:00am - Thursday October 20, 2022

Check-Out (Unless you used the discount to stay a few days longer!)

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