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2015 CIFPs National Conference

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Speaker Presentations

Jean Masson
Managing Director and Portfolio Manager - TD Asset Management Inc.
Managing for volatility!

Rebecca A. Cowdery, LL.B., B.A.
Partner - Borden Ladner Gervais LLP
50 Shades of Regulation – What Does an Advisor Have to Do in 2015 and 2016

Steven Shepherd, CFA
Vice President, Investment Strategist & Portfolio Manager - BMO Global Asset Management
Global Asset Allocation: Macro Drivers and Investable Themes

Scott Vali, CFA
Vice President, Equities - CIBC Asset Management Inc
Resource Markets

Mike Tycoles, CFP
Vice President, Business Development - Dynamic Funds
Taking Your Business To Level 3: The Power of Process

Doug Mackenzie
Partnerships Director, HomeEquity Bank (CHIP)
Preparing your Business to Meet the Evolving Needs of your Clients

John Easton
Director, Product Management & Strategic Relations - Maximizer Software
The 4 Pillars of Successful Wealth Management

Dr. Robert Brown, BMath (Actuarial Science), MA and PhD (Gerontology), FCIA, FSA, ACAS, Hon FIA
Retired to Victoria, BC
Presented by CIFP Retirement Institute

Raising the Retirement Age: Issues and Unintended Consequences

Matt C. Altro, B. Comm., F. Pl., CFP®(Canada & US)
President & CEO - MCA Cross Border Advisors Inc
David A. Altro, B.A., LL.L., J.D., D.D.N., F. Pl., TEP
Florida Lawyer & Canadian Legal Advisor - Altro Levy LLP
Americans in Canada & Canadians in America: Cross-Border Planning for Your Clients

Jamie Golombek, CA, CPA, CFP®, CLU, TEP
Managing Director, Tax & Estate Planning - Renaissance Investments
Tax Update 2015: What you need to know

Jack Courtney, B.A., LL.B., CFP®, TEP
Vice-President, Private Client Planning - Investors Group
Freezing an Investment Portfolio – Tax Efficient Strategies for the Transfer of Wealth

Nicole Garton, B.A., LL.B./J.D®
Lawyer, Mediator and Parenting Coordinator, Founder and Managing Partner - Heritage Law
Family Business Succession: What You Need to Know to Effectively Advise Business Owner Clients

Joanna Reid, CPA, CA, CFP®
Senior Vice President - MARSH Canada Limited
Professional Liability- What you really need to know about your policy    new

Carien Jutting, CFP®, P.R.P., CEBS
Fiscal Wellness Presented by CIFP Retirement Institute
The Value of Integrating Life & Money    new

Patrick O'Meara, CFP®
Professor - Southern Alberta Institute of Technology
The CFP Professional: At the Nexus of Debt and Wealth?    new

Knut Larsen, cand.oecon., CFP®, FCSI
Partner - Brigus Group
Principles of Annuities - A Mathematical Foundation

Mike Steele, CFP®, CLU, CH.F.C
Senior Consultant, Financial Planning - Manulife Securities
Interactive Case Studies – Are your clients ready for whatever life brings?

Francis Tan and Ash Kotadia
Business Development Managers - B2B Bank
Understanding Investment Lending and its use within your Practice

Damian Borges, CFP®, CLU, CH.F.C
The Art & Science of Financial Decision Making

Robert Reid, APFS, ACll, CFP®
Director - Principal Syndaxi Chartered Financial Planners UK
What have you done for me lately

Freddi Dogterom, CCDP, CPT, PRP
Freddi Speaks!
Presented by CIFP Retirement Institute

Juggling the Jingle in Your Genes


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