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2010 CIFPs National Conference

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Speaker Presentations

Hermann F. Leiningen
Managing Director, Institutional Investment Strategy (International), RBC Global Asset Management
Global Market Outlook, with an Eye on Resources

Frederick M. Pinto, CFA
Managing Director, Distribution Services - Russell Investments Canada Ltd.
Powerful Insights to Help your Clients Achieve a Financially Healthy Retirement

Peter Drake, B.A., M.A.
Vice President, Retirement & Economic Research - Fidelity Investments Canada
Rational Investing in an Emotional World

James W. Kraft, CA, MTax, CFP, TEP
President - PlanningWise Inc.
Managing the Insurance Policy Portfolio

Laurier Guimond
Human Resources and Skills Development Canada
Modernizing the Canada Pension Plan (CPP)

Rob Kochel
Vice President, National Accounts - Invesco Trimark
Mike Cook
Vice President, Alternative Strategies - Invesco Trimark
Is Portolio Diversification Dead?

Florence Marino, B.A., LL.B., TEP
Assistant Vice President, Tax & Estate Planning Group - Manulife Financial
Wealth Accumulation through Exempt Life Insurance – From Needing to Wanting Life Insurance

Henry Kielar, CA, CFP
Senior Consultant, Investment Products - Standard Life
Retirement Income Plans - Focus on the Plan, not the portfolio  - questionnaire

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

Stacie R. Glazman, LL.B., LL.M., CBV, C.S.
Stacie R. Glazman Professional Corporation
Baby Boomers and Transfers of Wealth: Protecting the Second Generation from their Spouses upon Separation  - handout  updated

Jean-Pierre Diserens
Vice-Chairman & Executive Vice President - Convention of Independent Financial Advisors (CIFA)
Financial Crisis, Bubbles, Sovereign Debt, Taxes, Real Estate, Commodities, Drugs, Organized Crime. Is it Time to Reinstate the Communist Party?

Kevin Strain, CA, MAcc
Senior Vice President, Individual Insurance and Investments - Sun Life Financial Canada
Financial Advice.... Yesterday, Today and Tomorrow

Dave Pickett sponsored by TD Mutual Funds
Senior Vice President, Practice Management - TD Wealth Management
A Client Conversation in 2010

Wilmot George, CFP, B.A.(Hons)
Director Tax & Estate Planning - Mackenzie Financial
Tax Talk 2010 – Keeping Up To Speed on Changes That Can Impact Client Portfolios

Perry Truster, B.S.C., F.C.A., T.E.P., CA
Founding Partner - Truster Zweig LLP
Income Tax Implications of Transferring an Insurance Policy from an Individual to his/her Corporation

Rebecca A. Cowdery & Prema K. R. Thiele
Partners – Borden Ladner Gervais LLP
NI 31-103 - Keeping up with Compliance and New Expectations

Marc Lamontagne, CFP, R.F.P., FMA
To Fee or Not to Fee
2010 Advisor Survey  - full report  updated

Shawn Brayman, B.Sc, MES
President - To Fee or Not to Fee
Planipedia  updated

Bradley Radin, CFA, MBA
Executive Vice President, Portfolio Manager/Research Analyst
Templeton Global Equity Group, Templeton Investment Management

Ryan Lawrence
National Manager, Strategic Account Management - Franklin Templeton Investments
2020 Vision: Global Equity Investing Today for the Decade Ahead

Cary List, CA, CFP
President & CEO - Financial Planning Standards Council
Financial planning - Selling the Value Proposition  updated

Mark Halpern, CFP, FMA
President - illnessPROTECTION.com
The Critical Path – 7 Great Ideas to grow your Critical Illness Sales

Shawn Brayman, B.Sc, MES
President - PlanPlus Inc.
Research in Review: A review of top academic research and industry studies in the field of financial planning  updated

Lynn Biscott, CFP, RFP
Fernwood Consulting Group Inc.
Retirement Plans for Executives and Senior Managers – What Financial Planners Need to Know

John D. Zechner, CMC, CFA, CFP
Chairman and Chief Investment Officer - J. Zechner Associates, Inc.
Investing in Volatile Times

Dr. Dale Orr, Ph.D.
Economic Insight
Economic Recovery: When? How? At What Cost?

Jamie Golombek, CA, CPA, CFP, CLU, TEP sponsored by Renaissance Investments
Managing Director, Tax and Estate Planning - CIBC Private Wealth Management

Kevin O’Brien, CFP, CDFA
Kevin O’Brien & Associates
Incorporating Estate Planning into your Financial Planning Practice

Dr. Amin Mawani, LLM, Ph.D., FCMA, CFP
Associate Professor of Accounting and Taxation, Schulich School of Business - York University
Freedom till 55: Impact of Pre-Retirement Withdrawals

Roxanne Eszes, CFP, P.Eng.
President - Learning Partner
Retirement Income – Addressing Retirement Risks with Product Allocation

Brad Hyde, BBA, CFP, CLU, RHU
Director, Individual Insurance Sales, Prairies - Manulife Financial
Keeping up with the Boomers: Transitioning from Retirement Planning to Estate Planning  - fact finder

Normand Frenette, FCIA, FSA
Retirement Practice Leader - Buck Consultants
Integrating Individual Pension Plans into fiscal and retirement planning  updated

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