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Conference > Agenda
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CIFPs
5th Anniversary National Conference Agenda
June
10th - 13th, 2007
Hyatt
Regency
700
Centre Street, Calgary, AB
| *4:30
p.m. Registration & Check In |
|
6:00
|
Cocktail
Reception Sponsored by RBC Asset Management Inc.
|
|
7:00
|
Welcome by the Honourable Lyle Oberg,
Minister
of Finance, Alberta
Dinner
Sponsored by RBC Asset Management Inc.
An
evening with Rick Mercer
|
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|
7:00
|
Breakfast
Sponsored by Cardinal Capital Management Inc.
|
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7:45
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Opening
Remarks
Marion
Weisgerber, CIFPs Chair
Cheryl
Bauer Hyde, Incoming Chair of FPSC
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8:30
|
Keynote
Gary Koss, Director
Western Canada, TD Asset Management Inc.
"Consolidate your clients assets"
Sponsored by TD Mutual Funds
|
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9:30
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Keynote
William
(Bill) Hill, Vice-President, Advisor Channel Sales
"Global
Investing"
Sponsored by RBC Asset Management Inc.
|
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10:30
|
Exhibitor
& Refreshment Break
Sponsored
by Franklin Templeton Investments
|
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11:00
|
Keynote
Cary
List, President & CEO - Financial Planning Standards Council
"Stepping
it Up - the new CFP® Competency Profile and the future of
financial planning in Canada"
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12:00
|
Concurrent
Education Sessions
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The
new eligible dividend rules - complex but critical rules for owner-managers
of private corporations
|
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"Solutions
to Maintain Control...after you are gone"
"Using
Life Insurance Trusts in Estate Planning"
|
Dawn
Hawley, CFP, RFP, TEP, CDFA
|
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Discretionary
Management - The Cornerstone of Building High Value Relationships
Sponsored by Cardinal Capital Management Inc
|
Kirk
Brugger, Financial Advisor with K&R Investment Management
Timothy
E. Burt, President, CEO and CIO with Cardinal Capital Management, Inc.
|
|
1:00
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Lunch
Sponsored by CIBC Asset Management
|
|
2:00
|
Keynote
Benjamin
Tal, Senior Economist, CIBC World Markets
"Where
in The World Are We?"
Sponsored by CIBC Asset Management
|
|
3:00
|
Keynote
Doug
Towill, Senior Vice-President, Strategic Business Development
Rethinking Retirement Planning
Sponsored
by CI Investments
|
|
4:00
|
Exhibitor
& Refreshment Break
Sponsored
by CI Investments
|
|
4:30
|
Concurrent
Education Sessions
|
| |
Ethics
in Financial Planning
Differences between disclosures
and
disclaimers advocating
the greater use of both
|
John
De Goey, MPA, CIM, FCSI, TEP, CFP
|
| |
The
Art and Science of Covered Call Writing - Creating an Income Stream for
your client
|
David
Salloum, MBA,CFP, CIM, FSCI, TEP
|
| |
Two
Estate Planning Strategies: Operation of Law and
Testamentary
Trusts
Sponsored by Mackenzie Investments
|
Floyd
Gradley, B.Comm.,
LL.B.,
AVP
Tax & Estate Planning
|
|
|
7:00
|
Breakfast
Sponsored by Mackenzie Investments
|
|
9:00
|
Keynote
Tim Cestnick, FCA,
CPA, CFP, TEP
Tax strategies from the 2007 budget
|
|
10:00
|
Exhibitor
& Refreshment Break
Sponsored
by CIBC Asset Management
|
|
10:30
|
Concurrent
Education Sessions
|
| |
Critical
Illness and Longterm Care
Why you need a plan
|
David
Baker, RHU
Sun
Life Financial
|
| |
Dollars
and Sense of Divorce - what financial advisors
need to know
|
Diana
Shepherd, Hon. BA, CDF
|
| |
Communication
to a mature market place relevant to aging boomers
|
Barry
LaValley
|
|
11:30
|
Concurrent
Education Sessions
|
|
|
"Decisions,
decisions, decisions: Its lonely at the top"
Succession planning for your business clients
Sponsored by Manulife Financial
|
Dereka
Thibault, CA, CFP, TEP,
AVP Tax & Estate
Planning
Manulife Financial
|
| |
Estate
Planning: Tax considerations, Administrative and Family issues, Role as an
executor
|
Cynthia
J. Kett, CA, CGA, RFP, CFP
|
| |
Recent
Pension Developments - Phased retirement rules, LIRAs, LIFs and LRIFs,
Incomesplitting and other current topics.
|
Patrick
Longhurst, CFP, FCIA
|
12:30
|
Lunch
Sponsored by Franklin Templeton Investments
|
1:30
|
Keynote
Tim Taylor, CIM
Director of National Accounts
Franklin Templeton
Investments
Investment Today With Tomorrow In Mind
Sponsored by Franklin Templeton Investments
|
2:30
|
Keynote
Noel
Maye, CEO, Financial Planning Standards Board
Financial Planning and the CFP® Marks: A World View
|
|
3:30
|
Exhibitor
& Refreshment Break
Sponsored
by Investment Planning Counsel
|
|
4:00
|
Concurrent
Education Sessions
|
| |
"Scare
Them or Prepare Them. The Choice is Yours"
Help your clients understand the critical aspects of long term care
planning and its impact on all aspects of financial, insurance and
estate planning.
|
Karen
Henderson, Hon. BA, EPC, SM
Founder/CEO
Educator, Speaker,
Consultant
Long Term Care
Planning Network
|
| |
Using
Tax Returns as a road map to financial planning
|
Don
Nilson - BCom, MSc (Bus Admin) CMA, FCMA
|
| |
Exchange
Traded Funds Are in Your Future
|
Grahame
Lyons, Managing Director - Claymore Investments
|
|
6:00
|
Evening
at the Flames Central Grill
Sponsored
by TD Mutual Funds
|
|
|
|
Wednesday,
June 13th, 2007
|
|
8:00
|
Breakfast
Sponsored by Manulife Financial
|
|
8:30
|
Keynote
- Regulatory & Compliance panel
Linda
Murray, Ken Parker, Tony Mahabir
|
|
9:30
|
Concurrent
Education Sessions
|
| |
Current
Trends and Issues in Financial Planning
|
Roxanne
Eszes, PEng., CFP
|
| |
Shale
Oil & Gas
|
Ron
Bourgeois, CEO, Mooncor Energy Inc.
|
| |
Sensitivity
Issues in Long Term Planning
Key aspects of long term planning and assumptions in the analysis of the client
|
Shawn
Brayman, B.Sc, President, PlanPlus Inc.
|
|
10:30
|
Refreshment
Break
Sponsored
by RBC Asset Management Inc.
|
|
10:45
|
Keynote
Speaker Guy Dauncey, Global Climate Change: The Challenge and
the Solutions
|
|
11:45
|
Closing
Remarks
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|
12:00
|
Conference
Adjourns
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*
Agenda subject to change
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