Preliminary
CIFPs Annual Conference Agenda
June
19 - 22, 2005
Niagara
Fallsview Casino Resort
|
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| |
Sunday,
June 19 |
| Time |
|
| 4:30
PM |
|
| 6:00
PM |
Exhibitor
Cocktail Reception
|
7:30+
PM |
Dinner
&
Keynote Speaker
Peter Mansbridge, Chief Correspondent, CBC Television News
Canada and Canadians in a Changing World - Sponsored by TD Mutual Funds
|
| |
| |
Monday,
June 20 |
| Time |
|
| 7:45
AM |
Breakfast
Sponsored by RBC Asset Management Inc.
|
| 8:15
AM |
Opening Remarks
John Charrette, CIFPs Chair
Margaret Koniuck, FPSC Chair |
8:45
AM |
Keynote
Speaker
Daryl Diamond, Principal, Diamond Retirement Planning Ltd.
Retirement Income and Rock Music Trivia
- Sponsored by RBC Asset Management Inc.
|
| 10:00
AM |
Keynote Speaker
Dave Wahl, TD Mutual
Funds
Managing Change and Building Value in Your Practice
- Sponsored by TD Mutual Funds |
| 11:00
AM |
Exhibitor & Refreshment Break
Sponsored by B2B Trust
|
11:30
AM |
Breakout
Session 1 |
Amin
Mawani, PhD, CMA, CFP
Associate Professor of Taxation
Schulich School of Business
Taxes & Decision Making |
Michael
E. Lem, B.Comm. (Hons.), CMA, FCMA, CFP
Investment Advisor
BMO Nesbitt Burns
Life Planning and Interior Finance |
Miklos
Nagy, CFA, CFP
President, co-founder and CEO
Quadrexx Asset Management Inc.
The Uneven Hedge |
12:30
PM |
Lunch
Sponsored by Manulife Financial |
1:30
PM |
Breakout
Session 2 |
| Roxanne
Eszes, P.Eng., CFP
Technical Writer & Trainer
Cleartech Documentation and Training
&
Jason Laidler, B.Sc. (Honours), CFP, CSA, TEP
Financial Planner
Investors Group
&
Marion Weisgerber, CFP, BCM
Financial Planner
Advantage Credit Union
Practitioners' Guide Panel
|
Janet Freedman,
B.Sc., RFP, CFP
President
Finance Matters Ltd.
&
Marie Howes, B.A., RFP, CFP
President
MoneySmart Inc.
Avoiding Icebergs: Coping with Disability |
Karen Henderson,
EPC
Founder & CEO
Caregiver Network
How to Talk to Your Clients about Long Term Care Planning
|
| 2:30
PM |
Exhibitor & Refreshment Break
Sponsored by AGF Funds Inc.
|
| 3:00
PM |
Keynote Speaker
Talbot Stevens
The "Hidden Tax" of Clawbacks
|
| 4:00
PM+ |
Sponsored Event
Investment Planning Counsel
A Night on the Lake
|
| |
| |
Tuesday,
June 21 |
| Time |
|
| 7:45
AM |
Breakfast
Sponsored by Mackenzie Financial
|
| 8:15
AM |
|
9:00
AM |
Keynote
Speaker
Charles Marcus
Customer Service Excellence
|
10:00
AM |
David Brown,
CFP, CLU, ChFC, RHU
Partner
Al. G. Brown & Associates
Corner the Market: The Case for Critical Illness or Disability Insurance |
Michael E.
Lem, B.Comm. (Hons.), CMA, FCMA, CFP
Investment Advisor
BMO Nesbitt Burns
Life Planning |
Paul van Eeden
Investor, Analyst and Newsletter Editor
Understanding the Price of Gold |
| 11:00
AM
|
Exhibitor & Refreshment Break
Sponsored by All-Canadian Management Inc.
|
Board of Director's Meeting
|
11:30
AM |
Keynote
Speaker
Sandy Cardy, Mackenzie Financial
Tax and Estate Planning: Advisor Opportunities Using
Trusts
|
12:30
PM |
Patio Lunch
Sponsored by Franklin Templeton Investments |
1:30
PM |
Keynote
Speaker
Pierre McLean, Franklin Templeton Investment Corp.
Protect, Grow and Transfer your Clients Wealth
|
2:30
PM |
Barry LaValley
President
Retirement Lifestyle Center
Retirement Planning for Today's Aging Baby Boomer -- More Than Just
Money |
Mike Muise
Regional Vice-President
Manulife Investments
Wealthstyles: A Different Way to Segment
|
Tracy Heath
Regional Sales Manager, Eastern Canada
The Ethical Funds Company.
Sustainable Investing |
| 3:30
PM |
Exhibitor & Refreshment Break
Sponsored by Invis Inc.
|
4:00
PM |
Keynote
Speaker
Linda J. Murray, LL.B., CFE
Barrister and Solicitor
Linda J. Murray Consulting
Regulatory Compliance Concepts and Recent Regulatory Initiatives
|
5:00
PM+ |
Exhibitor
Reception & Cocktails on the Patio
RBC Asset Management Inc. |
| |
| |
Wednesday,
June 22 |
| Time |
|
| 8:00
AM |
Breakfast
Sponsored by Guardian Group of Funds
|
8:30
AM |
Keynote
Speaker
Gavin Graham, Guardian Group of Funds Ltd.
Global Investment Strategy
|
9:30
AM |
Fraser Smith, B.Sc.
President
Smith Consulting Group
The Smith Manoeuvre |
Roxanne Eszes,
P.Eng., CFP
Technical Writer & Trainer
Cleartech Documentation and Training
Current Trends and Issues in Financial Planning |
Aileen Miga,
BA, CFP
Private Wealth Consultant
Altamira Financial Services
Combining Life Coaching with Financial Planning |
| 10:30
AM |
Refreshment Break
Sponsored by The Ethical Funds Company
|
|
10:45
AM |
Keynote
Speaker
Carla Rieger, Director, YES Education Systems
Artistry of Change
|
11:45
AM |
Closing
Remarks
|
12:00
PM |
Conference
Adjourns |
|