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2017 CIFPs National Conference

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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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