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2013 CIFPs National Conference
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Retirement Canada Dialogue 2023
Retirement Canada Dialogue 2022
Continuing Education - 2023
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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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