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Speaker Presentations

Eugene Ellmen
Executive Director - Social Investment Organization
Socially Responsible Investing

Dr. Peter Andersen
Expert Economic Forecaster
Get Ready for a Changed Economic Landscape (i.e. Euro crisis, U.S. Economy and Election)

J.A. (Sandy) McIntyre
President & CEO - Sentry Investments
Finding the Sweet Spot Between Risk and Return

Peter Drake
Vice President, Retirement & Economic Research - Fidelity Investments Canada
The Shift to Retirement Income: Beyond the Headlines

Floyd Gradley, B.Comm., LL.B.
Estate & Trust Lawyer, Tax and Estate Planning Team - Mackenzie Financial Corporation
Impact of U.S. Taxation on Canadians

Braydon Scully
AVP Strategic Account Management - Franklin Templeton Investments
Building an Ideal Client Experience

Karen Stewart
President, Founder & CEO - Fairway Divorce Solutions®
Navigating Your Clients Through Divorce

John J. De Goey, MPA, CIM, FCSI, TEP, CFP®
Vice President and Associate Portfolio Manager - Burgeonvest Bick Securities Limited
Patrick Longhurst, CFP®, FCIA
Patrick Longhurst Advisory Services Inc.
Current Trends in Financial Planning

Dan Richards
Founder & CEO - ClientInsights.ca
Why everything you know about referrals is wrong – and what to do about it

Cynthia Kett, CA, CGA, CFP®, RFP
Stewart & Kett Financial Advisors Inc.
How Diversified is Your Life?

Phil Ackers
TD Waterhouse Canada Inc.
What Women Want from Investing

Mark J. Fuller
President & CEO - Ontario Pension Board
A Look at Defined Benefit Pensions in Canada through a Financial Advisor’s Prism

Stephen Rotstein, BA, LL.B.
Vice President, Policy & Enforcement & General Counsel - Financial Planning Standards Council
Leona Trantor,LL.B., CFP®
Director, Standards Enforcement -Financial Planning Standards Council
What happens when a client complains, and how to elevate your professional conduct to avoid these situations

Dr. Sylvain Charlebois, DBA, MBA, B.Comm.
Dean, College of Management and Economics - University of Guelph
Food Inflation

Jamie Golombek, CA, CPA, CFP®, CLU, TEP
Managing Director, Tax and Estate Planning - CIBC Private Wealth Management
Tax & Budget 2012 Update
Click here to watch his presentation.

Knut Larsen, cand.oecon., CFP®, FCSI
Partner - Brigus Group
Statistical Evaluation of Investment Outcomes

Patrick Longhurst, CFP®, FCIA
Patrick Longhurst Advisory Services Inc.
Pension Update - The Good, the Bad and the Ugly

Shawn Brayman
President - Plan Plus Inc.
Global Best Practices for Accessing Investment Suitability

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