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Speaker Presentations

William (Bill) Hill
RBC Asset Management Inc.
Finding Opportunity in Uncertain Markets

Terry F. Ritchie, CFP (US), RFP (Canada), EA (US), TEP
Transitional Financial Advisors Group, Inc.
Cross Border Financial Planning

Dr. Amin Mawani, LLM, Ph.D., CMA, CFP
Associate Professor of Taxation
Schulich School of Business - York University

Tax and Estate Planning for Snowbirds

James W. Kraft, CA, MTax, CFP, TEP
Marketing V.P., Independent Advisors - Manulife Financial
Director, Financial Planning Standards Council Board

Positioning Life Insurance as an Asset Protection Vehicle

Thomas George, BA.Sc., Environmental Engineering
TD Asset Management Inc.
Sustainable Investing

Cary List, CA, CFP
President and CEO of the Financial Planners Standards Council
Value of Financial Planning

Don Nilson, B.Comm., CMA, M.Sc. (Bus. Admin.), CFP
Nilson & Company
Income Splitting: From A:Z

Brad S. Hyde, BBA, CFP, CLU
Wealth & Estate Planner - ATB Insurance Advisors Inc.
Critical Illness and Long Term Care - Integration into the planning process

Barbara A. Trieloff, Ph.D., CFP
Senior Relationship Lead, CIBC Retail Markets, Training and Development
Financial Planning Strategies for Not-For-Profit
Organizations: Planned Giving, Corporate Philanthropy, Major Gifts

Benjamin Tal
Renaissance Investments
Senior Economist - CIBC World Markets

Where in the world are we?

Christina Diles, CA
Associate Partner - Deloitte & Touche LLP
Interest Deductibilty and RRSPs

Sandy Cardy, CA, CFP, TEP
Senior Vice President, Tax and Estate Planning - Mackenzie Financial
"The Joint Tenancy Snafu"

Chris Jenkins, BA, CIMA
Vice President - Franklin Templeton Investments
Six Sigma for Investing: Delusions of Adequacy

Doug Towill
Senior Vice President, Strategic Business Development - CI Investments
A Brand New Retirement - A New Retirement Brand

Harold Geller, BA (Hons.), LLB
Geller and Company - The financial and insurance advisory group of Doucet McBride LLP
Compliance and Best Practices as a Competitive edge

E.R. (Ernie) Lawson, CFP ,CA
Young Parkyn Mcnab LLP
Estate Freezes

Brian Coughlin, CFP
Vice-President, Business Development - Cardinal Capital Management, Inc.
Using Investment Counsel to Build a Niche Practice

Jamie Golombek, CA, CPA, CFP, CLU, TEP
AIM Trimark Investments
Hot Tax and Estate Planning Issues for Investors

Knut Larsen, cand.oecon., CFP, FCSI
Partner - Brigus Group
Investment Risk Evaluation

Patrick Longhurst, CFP, FCIA
Longhurst & Jack Advisory Services Inc.
Recent Pension Developments

Shawn Brayman, B.Sc, MES
President - PlanPlus Inc.
Beyond Monte Carlo Analysis: A Replacement for a Misunderstood Practice

Anthony Williams, CFP
Academic Director - The Canadian Institute of Financial Planning
Current Trends and Issues in Financial Planning

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