 |
2018 CIFPs National Conference
2024 CIFPs National Conference
2023 CIFPs National Conference
2022 CIFPs National Conference
Previous National Conferences
CIFPs Professional Days
CIFPs Ethical Conduct Sessions
Retirement Canada Dialogue 2023
Retirement Canada Dialogue 2022
Continuing Education - 2024
E&O Insurance for Members
About Us
Support Us
Investor Centre
Media Centre
Regulatory Map of Canada
Helpful Websites
|
|
|
Speaker Presentations
Tony Mahabir, MBA, CMC, CIM, RRC®, CFP®
President - Convention of Independent Financial Advisors (“CIFA”)
Global Trends of The Financial Planning Profession!
Sheryl Troup, CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - Investors Group
Tax and Estate Planning for Farmers and Fishers
Myles Zyblock, B.A. (Hons.), M.A., CFA
Chief Investment Strategist - 1832 Asset Management L.P. - Scotiabank
Are You Prepared? Avoiding the “Uncle Point”
Mark Venning
Researcher, Advisor, Speaker & Blogger - Change Rangers "Recoding a Longevity Society"
Changing Client Conversations: Mind-set Shift, Financing for Longevity
Patrick O'Meara, RRC®, CFP®, CMA®, CPA®, MBA
Senior Director, Training Services - Canadian Institute of Financial Planning (CIFP)
Current Trends and Issues in Financial Planning
Elaine Froese, CSP, CAFA, CHICoach
Professional Speaker, Writer & Farm Family Coach
Discuss the Undiscussabull: Tools for Tough Conversations
Dr. Carol Pomare, Ph.D, DBA
Assistant Professor of Accounting - Mount Allison University
Socially Responsible Investing
Anthony Williams, CFP®, RRC®
Vice President of Academic Affairs - Canadian Institute of Financial Planning (CIFP)
Intergenerational Wealth Transfers: Having the Conversation with Clients
Myles Zyblock, B.A. (Hons.), M.A., CFA
Chief Investment Strategist - 1832 Asset Management L.P. - Scotiabank
Navigating the Maturing Bull Market
Jackie Power, B.A.
Director, Tax and Estate Planning - Mackenzie Investments
Estate Planning for Blended Families
Mariska Loeppky, CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - Investors Group
Planning for U.S. taxpayers living in Canada and selected cross-border issues
Michael White, CFA
Portfolio Manager, Multi-Asset Strategy - Picton Mahoney
Hedge: Survival May Depend On It – The Role of Authentic Hedge in Modern Portfolio Construction
Steve Bang, B.A., M.B.A., CFP®, Fellow of FPSC
Professor of Business - Humber College
Credit and the Things They Never Tell You
Bill Bell, B.Math, B.Ed, CHS, CFP®, CLU, CEA, CIM
Financial Advisor - Manulife Securities Incorporated
Jeff Spencer, CFP®
Vice President, Retail Sales - Manulife Bank
Is Debt and Cash Flow Derailing Financial Planning?
Carolyn M. Fallis, MTax, CPA, CA, CFP®, Fellow of FPSC
Professor, School of Accounting and Finance - George Brown College
Tax Planning for Your Clients
Frank Maselli, MTax, CPA, CA, CFP®, Fellow of FPSC
President The Frank Maselli Company, Inc.
The Lifeguard in the Storm:A New WHY for a New World!
Shawn Brayman, Ph.D, MSc, BSc
President - PlanPlus Inc.
Latest Insights in Behavioural Finance and Investor Suitability
Dr. Amar Rahou
Professor, Bachelor of Commerce - Finance, The Business School, Humber Institute of Technology & Advanced Learning
Retirement Planning for Different Generations
Freddi Dogterom, CCDP, CPT, P.R.P., RRC®
Accredited Speaker - Freddi Speaks!
Client Conversations with a Personality Advantage
|
|
 |
|