2018 CIFPs National Conference
2017 CIFPs National Conference
2016 CIFPs National Conference
Past CIFPs National Conferences
CIFPs Chapter Breakfast
CIFPs Professional Days
Continuing Education - 2017
E&O Insurance - 2016 - 2017
Regulatory Map of Canada
Lou Schizas,CIM, FCSI
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.
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
New Trends in Insurance Planning
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
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
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
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