 |
2019 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
About Us
Support Us
Investor Centre
Media Centre
Regulatory Map of Canada
Helpful Websites
|
|
|
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
|
|
 |
|