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2009 CIFPs National Conference

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Speaker Presentations

Lou Schizas,CIM, FCSI
happycapitalism.com
A Planners Guide to Thriving Through a Recession

Dan Richards sponsored by Manulife Financial
President - Strategic Imperatives
New realities, new approaches – fresh thinking for today’s marketplace

Satish Rai, CFA
Senior Vice President - TD Bank Financial Group
Vice Chair - TD Asset Management Inc.

Hakuna Matata

Peter Drake, B.A., M.A.
Vice President, Retirement & Economic Research - Fidelity Investments Canada
From Market Euphoria to Panic: the Psychology of Investing

James W. Kraft, CA, MTax, CFP, TEP
PlanningWise Inc.
New Trends in Insurance Planning

Daryl Ching
Vice President - Canadian Hedge Watch Inc.
How US subprime and levered credit default swaps made its way into Canadian ABCP - What did we learn?

David Richardson, PFP, CFP, MBA
Vice President, Enterprise Sales and GFS - RBC Asset Management Inc.
Don’t waste the crisis

Benjamin Tal
Renaissance Investments
Senior Economist - CIBC World Markets

Riding Out the Storm

Steven R. Wolff, MBA
CEO - Nova Scotia Pension Agency
Tales from Public Pension Funds, Lessons Learned and other Observations

Anthony Williams, CFP
Academic Director - CIFP
Current Trends and Issues in Financial Planning  updated

Lea Koiv, B.Comm., CMA, CA, CFP, TEP
Senior Advisor, Retail Markets - Standard Life Canada
Making dollars and sense out of pension income splitting

Ann Soden, Ad.E.
Elder Law comes of age

The Honourable Thomas Hockin, P.C.
Former Minister of State (Finance) and former President, The Investment Funds Institute of Canada (IFIC)
National Securities Regulation - What life would be like for financial planners under a single Canadian securities regulator

Jeff Parent, B.Eng., FCSI
Associate Portfolio Manager, Head of Wealth Management - Quadrexx Asset Management Inc.
Rethinking Your Investment Advice  updated

Frank Di Pietro, CFA, CFP, B. Admin
Director, Tax and Estate Planning - Mackenzie Financial
Tax Planning Leadership in Challenging Times

Paul Tyers, CA, CFP, CIM
Managing Director - HAHN Wealth Stewarts
Tax Efficient Global Investing

Tina A. Di Vito, CA, CFP, TEP, CSA
Director, Retirement Strategies - BMO Financial Group
Vice President & Managing Director - BMO Nesbitt Burns

Single in Retirement  - handout

Braydon Scully
Assistant Vice President, Strategic Account Management - Franklin Templeton Investments
Investing in a Recession - "Don't Lose Twice"

Cary List, CA, CFP
President & CEO - Financial Planners Standards Council
The New Reality – How societal greed has paved the way for financial planning  updated

Panel: “To Fee or Not To Fee”
- John J. De Goey, MPA, CIM, FCSI, TEP, CFP
- Marc Lamontagne, CFP, RFP, FMA, CSA
- Terry F. Ritchie, CFP (US), RFP (Canada), EA (US), TEP
- Shawn Brayman, B.Sc, MES
Panel: “To Fee or Not To Fee”  updated

Shawn Brayman, B.Sc, MES
President - PlanPlus Inc.
Navigating the Perfect Storm  updated

Michael Nairne, CMC, CFA, CFP
President - Tacita Capital Inc.
Mastering the New World of Advanced Asset Allocation

Deanne Gage
Editor - Advisor.ca
What Consumers Wish They Could Tell You  updated

Ken Rousselle, CFP, CLU, Ch.F.C.
President & CEO - Professional Investment Services (Canada) Inc.
Partnering with Accountants - Integrating Financial Planning into a Professional Accounting Practice  updated

Jamie Golombek, CA, CPA, CFP, CLU, TEP
Managing Director, Tax and Estate Planning - CIBC Private Wealth Management
Hot Tax and Estate Planning Issues for Investors

Frederick M. Pinto, CFA
Director, Distribution Services - Russell Investments
Retirement: Time for a new conversation

Janet Freedman, B.Sc, CFP, RFP
President - Finance Matters Ltd.
Registered Disability Savings Plans (RDSP)

Chris Toye, MBA, CGA, CFA, CFP
Small Business Valuation for Financial Planners

Larry Berman, CFA, CMT, CTA
Chief Investment Officer - ETF Capital Management
ETFs and Active Portfolio Management: The Two Most Important Trends Reshaping The Investment Industry

Don Nilson, B. Comm., M. Sc. (Bus. Admin.), CMA, FCMA, CFP, TEP
Nilson & Company
Tax Free Savings Account (TFSA) versus other Investment Accounts

Doreen Gardner Brown, BHEc, CFP
President - Gardner Brown Consulting Inc.
Collaborative Practice – a viable option for divorcing clients  - handout


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