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2006 Conference > Agenda
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CIFPs
4th Annual National Conference Agenda
May 28th-31st,
2006
Hyatt
Regency
655
Burrard Street, Vancouver, BC
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Day
1
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Sunday,
May 28th, 2006
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4:30
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Registration
& Check in
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6:00
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Cocktail
Reception Sponsored by RBC Asset Management Inc.
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7:30+
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Tribute
to Don Johnston - Retiring President of FPSC
Dinner
Sponsored by RBC Asset Management Inc.
Mr.
Stephen Lewis
Named by Time magazine as one of the 100 most influential people in the world
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Day
2
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Monday,
May 29th, 2006
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7:00
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Breakfast
- Sponsored by Franklin Templeton Investments
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8:00
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Opening
Remarks
John
Charrette, CIFPs Chair
Peter
Volpe, Incoming Chair of FPSC
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8:30
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Keynote
Maximize Business
Success with Personal Branding
Dave Wahl, B.A, MBA
- Sponsored by TD Mutual Funds
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9:30
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Concurrent
Education Sessions
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Managing
Risk Tolerance
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Geoff
Davey
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Exercising
your Options - Helping your Clients make Pension Decisions
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Patrick
Longhurst, CFP, FCIA
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The
Wealth Management Approach - More Than Just Money
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Barry
LaValley
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10:30
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Refreshment
Break in Exhibitor's area
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11:00
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Keynote
William (Bill) Hill,
Vice-President Advisor Channel, RBC Asset Management Inc. Behaving Your Way to
Investment Success
Sponsored by RBC
Asset Management Inc.
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12:00
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Lunch
- Sponsored by Guardian Group of Funds
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1:00
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Keynote
"Overcoming
your mental blocks with Brain Gym for On-the-Job Success"
Jill
Hewlett
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2:00
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Concurrent
Education Sessions
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Financial
Divorce Planning
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Debbie
Hartzman, CFP, CLU, CDFA
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The
Straight Goods on
Individual Pension Plans
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Salim
Hajee, B. Math, CFP
/
Robert Camp F.S.A., F.C.I.A
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Corporate
Insured Annuities
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James
K. Whittaker
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3:00
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Refreshment
Break in Exhibitor's area sponsored by AGF
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3:30-4:30
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Keynote
Underloved Small Cap
Income Trusts
Wally Kusters, CFA, MBA, Managing Director, Barrantagh Investment Management
Sponsored by Guardian Group of Funds
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6:00
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Dinner
& Boatcruise - Sponsored by TD Mutual Funds
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Day
3
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Tuesday,
May 30th, 2006
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7:00
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Breakfast
- Sponsored by Fidelity Investments
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8:00
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Keynote
The Retirement
Opportunity
Marcia Mantell,
BA., B.ED., EPC., CFP - Sponsored
by Fidelity Investments
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9:00
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Annual
General Meeting
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10:00
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Concurrent
Education Sessions
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Covering
your assets - Insuring your Practice with Insurance
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Mark
Smigel, BA., B. ED., EPC., CFP
AIG Life of Canada
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Life
Insurance and the possible creditor protection advantages it can provide -
Sponsored by Manulife Financial
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Gil
J. Korn, B.A., LL.B., M.B.A.
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Regulatory
Panel - Learn about the latest proposals that will affect you as a Financial
Planner
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Linda
J. Murray, LL.B., CFE
Ken Parker, CA., B. Comm.
John W. Murray, BA, LLB, LLM, CD
Christopher S. Reynolds
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11:00
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Refreshment
Break in Exhibitor's area
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11:30
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Keynote
Incorporating
Charitable Giving into your practice
Brad
Offman, AVP Strategic Philanthropy, Tax and Estate Planning
Sponsored
by Mackenzie Investments
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12:30
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Lunch
- Sponsored by Mackenzie Investments
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1:30
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Keynote
Building
your High Net Worth Business - A Matter of Life and Death
Thomas
E. Junkin, Senior Vice President, Fiduciary Trust Co. of Canada
Sponsored
by Franklin Templeton Investments
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2:30
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Concurrent
Education Sessions
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Oil
and Gas 101 - Your Investment Options
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Ian
Thomson, Senior Vice President & Managing Director
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Income
Trusts: Risk Management & Valuation
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Amin
Mawani, PHD., CMA, CFP
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3:30
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Refreshment
Break in Exhibitor's area - Sponsored by Investment Planning Counsel
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4:00-5:00
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Concurrent
Education Sessions
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International
Panel - Understand the reach of the CFPTM for Financial Planning on
a global basis
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Paul
W. Chan, CFP, CA(M), FCIS, FCCA, ChFC, FTII, CLU
James A. Barnash, CFP
Cary List, CA, CFP
Geoff Davey
Christopher S. Reynolds
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Introducing
Estate Planning to your Clients
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Kevin
O'Brien, CFP
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Taxation
of Investment income
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Don
Nilson, BCom, MSc(Bus Admin) CMA
FCMA CFP
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6:30
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Pub
night in Yale Town - Sponsored by Wolverton Securities Ltd.
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Day
4
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Wednesday,
May 31st, 2006
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7:30
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Breakfast
- Sponsored by Manulife Financial
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8:00
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Keynote
Creative Tax
Structures - Tim Cestnick, FCA, CPA, CFP, TEP
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9:00
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Concurrent
Education Sessions
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"Giving
it away"
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Linda
Caisley, CFP
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Capital
Accumulation Plans (Cap) Guidelines
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John
Boukouris
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Current
Trends & Issues in Financial Planning
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Roxanne
Eszes, P. Eng., CFP
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10:00
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Refreshment
Break
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10:30
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Keynote
An Adventurer's
Guide to the Importance of Risk Management
Bruce Kirkby,
Adventurer, Writer and Photographer
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11:30
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Closing
Remarks
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11:45
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Conference
Adjourns
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*
Agenda subject to change
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