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2013 CIFPs National Conference

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Speaker Presentations

Kevin Jeffries
Senior Advisor Consultant - Franklin Templeton Investments
Time to Take Stock

Amber Scott, MBA, CAMS, CIPP/C
Senior Manager, Financial Crime Risk & Compliance - MNP LLP
Money laundering, terrorist financing, economic sanctions and tax evasion – why it pays to comply

David Prince
Founder and President - Harbinger Capital Markets Research Inc.
A Different View on Capital Markets

Dean Orrico
President & Chief Investment Officer - Middlefield Capital Corporation
Going Global Makes Sense for Equity Income Investors

Jessica Bullock, LL.B.
Senior Associate, Pension & Employment Group - Torys LLP
Security of Pensions in the Post-Indalex World

Lou Schizas, CIM, FCSI
happycapitalism.com
A Planner's Guide to Thriving When The Stimulus Ends

Dennis Mitchell, MBA, CFA
Executive Vice-President & Chief Investment Officer - Sentry Investments
Asset Allocation Between Dividend and Interest Vehicles

Peter Drake
Vice President, Retirement & Economic Research - Fidelity Investments Canada
Retirement 20/20    new

Daniel S. Janis III
Senior Managing Director & Lead Portfolio Manager - Manulife Asset Management
The Global Search for Yield

Jim Randall, CGA
Tax Specialist - Canada Revenue Agency
Aggressive Tax Planning Issues for Financial Advisors

James Dutkiewicz, CFA
Vice-President & Senior Portfolio Manager - Sentry Investments
Impact of Interest and Inflation Rates on Investing

Frank Di Pietro, CFA, CFP®
Director, Tax & Estate Planning - Mackenzie Financial
Tax and Estate Planning for Business Owners

Cary List, CPA, CA, CFP®
President & CEO - Financial Planning Standards Council
Destination Strategy for Growth: Value, Awareness, Profitability    new

John Harris, MA, MBA, Ph.D., CGA, FCMA
Education Committee - The Canadian Institute of Financial Planners (CIFPs)
Current Trends and Issues in Financial Planning    new

Jamie Golombek, CA, CFP, CFP®, CLU, TEP
Managing Director, Tax & Estate Planning - CIBC Private Wealth Management
Tax Planning Post-Budget 2013: What's left?    new

Av Lieberman, PRP
President - The Retirement Education Centre Inc.
Lifestyle and Retirement Transition Planning

Kevin Shand
Regional Director of Sales, Southwestern Ontario - Renaissance Investments
Fork in the Road: Today’s Income Decision

Shawn Brayman
President - PlanPlus Inc.
Retirement Income Planning –A Deep Dive

Babak Rafat, CFA
Sales Strategy Analyst - TD Asset Management Inc
Re-thinking Risk & Reward

John J. De Goey, CFP®, Fellow of the FPSC
Vice President & Associate Portfolio Manager - Burgeonvest Bick Securities Limited
Transparency, Informed Consent and our Clients’ Best Interests

Brian W. Sweigman, J.D.
Associate Lawyer - Goldstein, Rosen & Rassos LLP
Digital Estate Planning: How to Pass On an Online Legacy


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