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2005 CIFPs National Conference

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2005 Conference >Agenda

Untitled Document

Preliminary CIFPs Annual Conference Agenda

June 19 - 22, 2005

Niagara Fallsview Casino Resort

Sunday, June 19


4:30 PM


6:00 PM
Exhibitor Cocktail Reception
7:30+ PM
Keynote Speaker
Peter Mansbridge, Chief Correspondent, CBC Television News

Canada and Canadians in a Changing World - Sponsored by TD Mutual Funds
Monday, June 20


7:45 AM

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
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
Finance Matters Ltd.
Marie Howes, B.A., RFP, CFP
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


7:45 AM

Sponsored by Mackenzie Financial

8:15 AM

Annual General Meeting

9:00 AM

Keynote Speaker
Charles Marcus

Customer Service Excellence

10:00 AM

David Brown, CFP, CLU, ChFC, RHU
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
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


8:00 AM

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.
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

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