2018 CIFPs National Conference
2017 CIFPs National Conference
2016 CIFPs National Conference
Past CIFPs National Conferences
CIFPs Professional Days
Continuing Education - 2018
E&O Insurance - 2017 - 2018
Regulatory Map of Canada
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.
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
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
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
Compliance and Best Practices as a Competitive edge
E.R. (Ernie) Lawson, CFP ,CA
Young Parkyn Mcnab LLP
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
Anthony Williams, CFP
Academic Director - The Canadian Institute of Financial Planning
Current Trends and Issues in Financial Planning