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2017 CIFPs National Conference
2023 CIFPs National Conference
2022 CIFPs National Conference
2021 CIFPs National Conference
Previous National Conferences
CIFPs Professional Days
CIFPs Ethical Conduct Sessions
Retirement Canada Dialogue 2023
Retirement Canada Dialogue 2022
Continuing Education - 2023
E&O Insurance for Members
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Speaker Presentations
Michael Craig, CFA
Vice President & Director - TD Asset Management Inc.
New Thinking: Not Your Parents Real Estate Market
Douglas Porter, CFA
Chief Economist and Managing Director - BMO Financial Group
Economic Perspective and Outlook
Carlos Cardone
Senior Managing Director - Strategic Insight
Jeff Spencer
Vice President, Retail Sales - Manulife Bank and Trust
Who is managing your clients' favourite asset in retirement?
Andrew Buntain, CFA
Vice President, Institutional Portfolio Manager - Franklin Bissett Investment Management
Braydon Scully
Senior Vice President, Investment Platform Division - Franklin Templeton Investments Corp.
Homegrown Solutions for an Evolving Market
Richard Poulin, CIM, FMA, FCSI
Vice President, Regional Sales - BMO Global Asset Management
"The Evolutionary Advisor"
Sheryl Troup, CPA, CA
Director, Tax & Estate Planning - Investors Group
The Great Deferral: Compensation Planning in a High Tax Rate Environment
Eric Strong
President - 4Cast Services Inc.
Financial Services Cyber Risk & Compliance
Anthony Williams, CFP®, RRC®
Vice President of Academic Affairs
- Canadian Institute of Financial Planning (CIFP)
Current Trends and Issues in Financial Planning
Lorraine Clemes, EdD, P.R.P., CPCA
Certified Coach, Facilitator, Author - Life Design Consultants
What Your Clients Aren't Telling You - and the Benefits of You Finding Out
Patrick O'Meara, RRC®, CFP®, CMA®, CPA®, MBA
Principal - The Innovative Scholar
FOREX and the Retail Investor
Sébastien Lavoie
Chief Economist - Laurentian Bank Securities
Economic and Financial Outlook
Dennis Mitchell, BBA, MBA, CFA
Senior Vice President, Senior Portfolio Manager - Sprott Asset Management
Global Equities, Real Estate & Infrastructure
Kevin Headland, CIM
Senior Investment Strategist - Manulife Investments
Objectives-Based Asset Allocation and Market Update
Robin MacDonald, B.A., CLU, P.R.P.
Business Development Manager - Ontario Teachers Insurance Plan
Beyond The Numbers - How Helping Your Clients With Their Life Planning Can Pay Big Dividends
James Dutkiewicz, B.A., CFA
Chief Investment Strategist and Senior Portfolio Manager - Sentry Investments
The Benefits of Goals-Based Solutions and Asset Allocation
Dr. John Harris, Ph.D, CGA, FCPA
Professor, Financial Planning and Accounting -
Seneca College
The Family Business - Tax Issues & Succession Planning
Trevor R. Parry, M.A., LL.B., LL.M (Tax), TEP
President - TRP Strategy Group
Tax Planning in the Era of Trudeau
Myles Zyblock, B.A. (Hons.), M.A., CFA
Chief Investment Strategist - 1832 Asset Management L.P. - Scotiabank
Global Portfolio Strategy: Opportunity and Risk
Shawn Brayman
President - PlanPlus Inc.
What constitutes professional judgment?
Mahad Mohamed, M.Ba., C.A, C.P.A., T.E.P.
Tax Partners Inc. - Partner
Navigating through the many changing and challenging world of estate tax for clients
John J. De Goey, CIM, CFP®, Fellow of the FPSC™
Portfolio Manager - Industrial Alliance Securities Inc.
Traditional Active Management, SMART Beta and Traditional Passive (pure beta) Products and Strategies
Jim Yih, P.R.P.
Financial Educator, Best Selling Author, Writer, Speaker - RetireHappy.ca
The Secret to a Happy and Successful Retirement is About More Than Just Money
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