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2006 CIFPs National Conference

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2006 Conference > Agenda

Printable Version
 
CIFPs 4th Annual National Conference Agenda

May 28th-31st, 2006

Hyatt Regency

655 Burrard Street, Vancouver, BC

Day 1
Sunday, May 28th, 2006
4:30
Registration & Check in
6:00

Cocktail Reception Sponsored by RBC Asset Management Inc.

7:30+

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

 
Day 2
Monday, May 29th, 2006
7:00
Breakfast - Sponsored by Franklin Templeton Investments
8:00

Opening Remarks

John Charrette, CIFPs Chair

Peter Volpe, Incoming Chair of FPSC

8:30

Keynote

Maximize Business Success with Personal Branding

Dave Wahl, B.A, MBA - Sponsored by TD Mutual Funds

9:30
Concurrent Education Sessions
 
Topic
Speaker
 
Managing Risk Tolerance
Geoff Davey
 
Exercising your Options - Helping your Clients make Pension Decisions
Patrick Longhurst, CFP, FCIA
 
The Wealth Management Approach - More Than Just Money
Barry LaValley
10:30
Refreshment Break in Exhibitor's area
11:00

Keynote

William (Bill) Hill, Vice-President Advisor Channel, RBC Asset Management Inc. Behaving Your Way to Investment Success

Sponsored by RBC Asset Management Inc.

12:00
Lunch - Sponsored by Guardian Group of Funds
1:00

Keynote

"Overcoming your mental blocks with Brain Gym for On-the-Job Success"

Jill Hewlett

2:00
Concurrent Education Sessions
Topic
Speaker
 
Financial Divorce Planning
Debbie Hartzman, CFP, CLU, CDFA
 
The Straight Goods on Individual Pension Plans
Salim Hajee, B. Math, CFP / Robert Camp F.S.A., F.C.I.A
 
Corporate Insured Annuities
James K. Whittaker
3:00
Refreshment Break in Exhibitor's area sponsored by AGF
3:30-4:30

Keynote

Underloved Small Cap Income Trusts
Wally Kusters, CFA, MBA, Managing Director, Barrantagh Investment Management

 Sponsored by Guardian Group of Funds

6:00
Dinner & Boatcruise - Sponsored by TD Mutual Funds
 
Day 3
Tuesday, May 30th, 2006
7:00
Breakfast - Sponsored by Fidelity Investments
8:00

Keynote

The Retirement Opportunity

Marcia Mantell, BA., B.ED., EPC., CFP - Sponsored by Fidelity Investments

9:00
Annual General Meeting
10:00
Concurrent Education Sessions
Topic
Speaker
 
Covering your assets - Insuring your Practice with Insurance

Mark Smigel, BA., B. ED., EPC., CFP
AIG Life of Canada

 
Life Insurance and the possible creditor protection advantages it can provide -
Sponsored by Manulife Financial
Gil J. Korn, B.A., LL.B., M.B.A.
 
Regulatory Panel - Learn about the latest proposals that will affect you as a Financial Planner
Linda J. Murray, LL.B., CFE
Ken Parker, CA., B. Comm.
John W. Murray, BA, LLB, LLM, CD
Christopher S. Reynolds
11:00
Refreshment Break in Exhibitor's area
11:30

Keynote

Incorporating Charitable Giving into your practice

Brad Offman, AVP Strategic Philanthropy, Tax and Estate Planning

Sponsored by Mackenzie Investments

12:30
Lunch - Sponsored by Mackenzie Investments
1:30

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

2:30
Concurrent Education Sessions
Topic
Speaker
Oil and Gas 101 - Your Investment Options
Ian Thomson, Senior Vice President & Managing Director
 

Canada's Public Pensions

Ifigenia Fasogiannis

 
Income Trusts: Risk Management & Valuation
Amin Mawani, PHD., CMA, CFP
3:30
Refreshment Break in Exhibitor's area - Sponsored by Investment Planning Counsel
4:00-5:00
Concurrent Education Sessions
 
Topic
Speaker
 
International Panel - Understand the reach of the CFPTM for Financial Planning on a global basis

Paul W. Chan, CFP, CA(M), FCIS, FCCA, ChFC, FTII, CLU
James A. Barnash, CFP
Cary List, CA, CFP
Geoff Davey
Christopher S. Reynolds

 
Introducing Estate Planning to your Clients
Kevin O'Brien, CFP
 
Taxation of Investment income
Don Nilson, BCom, MSc(Bus Admin) CMA
FCMA CFP
6:30
Pub night in Yale Town - Sponsored by Wolverton Securities Ltd.
 
Day 4
Wednesday, May 31st, 2006
7:30 
Breakfast - Sponsored by Manulife Financial
8:00

Keynote

Creative Tax Structures - Tim Cestnick, FCA, CPA, CFP, TEP

9:00
Concurrent Education Sessions
Topic
Speaker
 
"Giving it away"
Linda Caisley, CFP
 
Capital Accumulation Plans (Cap) Guidelines
John Boukouris
 
Current Trends & Issues in Financial Planning
Roxanne Eszes, P. Eng., CFP
10:00
Refreshment Break
10:30

Keynote

An Adventurer's Guide to the Importance of Risk Management 

Bruce Kirkby, Adventurer, Writer and Photographer

11:30
Closing Remarks
11:45
Conference Adjourns
* Agenda subject to change

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