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2019 CIFPs National Conference

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Speaker Presentations

Amol Sodhi, CFA, CIM
Vice President & Director, Asset Allocation and Fund of Funds -
TD Asset Management Inc.

The Retirement Conundrum

Sheryl Troup, CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - IG Wealth Management
Setting Up for Succession

Karen Tzupa, B.S.H.Ec., CFP®, CEA
Financial Planning Specialist
Building a Case for “Just in Case”

Thomas R. Barker
Professor & Coordinator, Financial Services - Centennial College
Current Trends and Issues in Financial Planning

Annie Stoneburgh
Founder - 2 Steps Ahead
Navigating the Longevity Journey – How to Stay “2 Steps Ahead”

Fireside chat sponsored by Desjardins
Deborah Debas
Senior Advisor, Responsible Investing - Desjardins
Dr. George Jackowski, Ph.D.
Transformative factor in bioscience development
Jad Chehlawi
Founder and CEO - Systelos
Tuula Jalasjaa, MBA, CFA
Banking and Wealth Management Senior Executive
The Raw Truth: The Tidal Wave of Woman in Wealth, RI, Bioscience and Guiding Client Behaviours Is Your Practice Ready

Tim Brisibe, TEP
Director, Tax and Estate Planning - Mackenzie Investments
Passive Income

Mariska Loeppky, B. Comm (Hons.), CPA, CA, TEP, CFP®
Director, Tax and Estate Planning - IG Wealth Management
Tax Planning for Canadian Snowbirds

Karim Rashwan, CFP®
Director of Product Management - AdvisorStream Ltd.
Digital Client Engagement - Understanding the Risks and Reaping the Rewards

Freddi Dogterom, CCDP, CPT, P.R.P., RRC®
Accredited Speaker - Freddi Speaks!
Five Fabulous Fingertip Tools for High Touch Client Engagement

Trevor R. Parry, M.A., LL.B., LL.M (Tax), TEP
President - TRP Strategy Group
Tax Planning Today: Helping the 1% and Those Who Want to Be in It

Carolyn M. Fallis, MTax, CPA, CA, CFP®, FP Canada™ Fellow
Professor, School of Accounting and Finance - George Brown College
Smoke and Mirrors: Is the Canadian Middle Class Really Better Off?

Curtis McCone
President of Wealth Management and Employee Benefits -
HUB International Ontario

Financial Wellness in the Workplace


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