About the CIFPs Annual National Conference
Now in its 24th year, the CIFPs Annual National Conference is Canada’s premier gathering for financial planning professionals. This signature event brings together financial services leaders, educators, and practitioners for three and a half days of cutting-edge insights, practical education, and unmatched networking opportunities.
Topic Areas Include:
- Retirement, Aging and Lifestyle Planning
- Practice Management, Succession and Advisor Growth
- Investment, Markets and Portfolio Strategy
- Tax, Estate and Wealth Planning
- Financial Planning Insights
- Ethics and Professional Responsibility
Whether you're seeking fresh perspectives, professional development, or ways to elevate client outcomes, the CIFPs Annual National Conference is your opportunity to be inspired, informed, and connected.
Location
Sheraton Fallsview Hotel
5875 Falls Avenue
Niagara Falls, Ontario, L2G 3K7
When
Sunday, May 24th to Wednesday, May 27th, 2026
Conference Agenda
Sunday, May 24th to Wednesday, May 27th
Sunday, May 24th
Conference Registration & Check-in
Exhibitor Area
Cocktail Reception
Sponsored by
Scotiabank
Great Room BC
Opening Dinner
Sponsored by
Scotiabank
Opening Dinner Speaker
Graham Chittenden
Comedian, Writer & Canadian Screen Award Winner
Monday, May 25th
Great Room BC / Exhibitor Area
Breakfast
Sponsored by
BMO Global Asset Management
Opening Remarks
Peter G. Volpe, CFP®, FCSI
Chair of the Board of Directors – Canadian Institute of Financial Planners (CIFPs)
Great Room BC
Great Room BC
The Quest for Yield: Navigating Today’s Income Landscape
Robert Armstrong, CFA, MBA, MSc
Head, Multi-Asset Strategies - ATB Investments
Great Room BC
Global Supercycles and Infrastructure Investing
Dennis Mitchell, MBA, CFA, CBV
CEO & CIO - Starlight Capital
Exhibitor Area
Exhibitor and Refreshment Break
Sponsored by
TD Asset Management
Great Room BC
Commodities: Did You Miss It – Or Are You Still Early?
Humza Hussain, CFA
Vice President & Director, Commodities - TD Asset Management
Great Room BC
Great Room BC / Exhibitor Area
Lunch
Sponsored by
Fidelity Investments Canada
Great Room BC
Beyond the Headlines: How Planning Shapes Retirement Confidence
Michelle Munro
Director, Tax and Retirement Research - Fidelity Investments
Great Room BC
The Psychology of Transition: Why Seniors Delay Care Decisions and How Advisors Can Help
Amanda Richards
Chartwell Retirement Residences
Strategy Room 2
Beyond the Tech Stack: How Top Financial Planners Keep the Human in the Loop
Nic Hutzul
Vice President of Sales - Maximizer
Strategy Room 3
Exhibitor Area
Exhibitor and Refreshment Break
Sponsored by
Fidelity Wealth
Great Room BC
Ethical Conduct for Financial Planning Professionals - Part 1
Pierre Tomiczek, Chartered Financial Planner®, RRC®, CFP®, MBA, CIM
Senior Instructor – Canadian Institute of Financial Planning (CIFP)
Evening Dinner Event at The Queen Victoria Place Restaurant
Sponsored by
IG Wealth Management
5:30 p.m. - 7:30 p.m. – Buses loop to the venue from the conference hotel.
7:30 p.m. - 10:00 p.m. – Buses loop from the venue back to the conference hotel.
Tuesday, May 26th
Great Room BC / Exhibitor Area
Breakfast
Sponsored by
Focal AI
Great Room BC
The Real Advisor R/Evolution: Generating revenue from advice, not product sales
Michael van Lierop
President & CEO - New Outlook Wealth Inc.
Great Room BC
From Yield to Edge: Quantitative Discipline in Active Global Dividend Investing
Sharon Hill, Ph.D
Portfolio Manager - Vanguard
Great Room BC
Stop Calling it a Sale: The Truth about Succession Planning
Pier-Alexandre Drouin
Vice President, Business Development - Wealth Management at Fidelity Wealth
Exhibitor Area
Exhibitor and Refreshment Break
Sponsored by
Starlight Capital
Great Room BC
Optimal Practice Succession: Leave your clients in the best hands possible
Darrell Jacobsen and Johnathan Ciliberto
Advisor Hunt
Great Room BC
Current Trends and Issues in Financial Planning
Financial Planning Insights Session (additional CE credits available)
Lawrence Lynch, Chartered Financial Planner®, Fellow of FP Canada™
Instructor – Fanshawe College
Great Room BC / Exhibitor Area
Lunch
Sponsored by
Vanguard
Great Room BC
Beyond Balance Sheets: Why Financial Advisors Are the Antidote to Canada's Anxiety Epidemic
Jonathan Rivard, CFP®
Principal, Wealth Management & Field Management - Edward Jones
Scott Sullivan, CFA
Principal, Canada Business Segment Leader - Edward Jones
Julie Petrera, CFP®
Director, Financial Planning - Edward Jones
Dana Hicks, CFP®
Financial Planner and Financial Advisor - Edward Jones
Great Room BC
Death, Taxes & Cottage Succession – Unharnessing Reverse Mortgages for the Affluent
Andrew Cairns
Business Development Manager - Home Equity Bank
Strategy Room 2
Tax Issues Relating to Real Estate
Kate Wolfe, CPA, CFP
Director, Tax & Estate Planning - IG Wealth Management
Strategy Room 3
Show Your Value: How Canada's Best Planners Win and Retain Clients with AI
Daniel Asper
Co-founder, CEO - Continuum
Exhibitor Area
Exhibitor and Refreshment Break
Sponsored by
Edward Jones
Great Room BC
Ethical Conduct for Financial Planning Professionals - Part 2
Pierre Tomiczek, Chartered Financial Planner®, RRC®, CFP®, MBA, CIM
Senior Instructor – Canadian Institute of Financial Planning (CIFP)
Great Room BC / Exhibitor Area
Evening Dinner Event at the Sheraton Fallsview Hotel
Sponsored by
CIFP Retirement Institute
Wednesday, May 27th
Great Room BC / Exhibitor Area
Breakfast
Sponsored by
Advisor Hunt
Closing Remarks
Anthony Williams, Chartered Financial Planner®, RRC®, CFP®
President - Canadian Institute of Financial Planners (CIFPs)
Great Room BC
Why Not You? | How to Excel in Life and Business
Jennifer Botterill
Three-Time Olympic Gold Medallist, Broadcaster and Peak Performance Coach
Great Room BC
Beyond the Algorithm: Practical Applications of AI in Portfolio Construction
Cheryl Zhao, MBA, CFA
Investment Director, GQE Team - Mackenzie Investments
Exhibitor Area
Exhibitor and Refreshment Break
Sponsored by
Mackenzie Investments
Great Room BC
Should I stay, or should I go? Keys to a successful business transition
Marty Minshull, CFP, CLU
Senior Vice President, Financial Services - IG Wealth Management
Great Room BC
Aggregators, Roll-ups and P/E: What's happening in the US and is it coming to Canada?
Darrell Jacobsen
Advisor Hunt
Conference Adjourns
Sponsors
If your organization would like to sponsor the CIFPs Annual National Conference 2026 in Niagara Falls, please contact the team at CIFPs via cifps@cifps.ca.
Event Venue
Event venue location info and gallery
Sheraton Fallsview Hotel
5875 Falls Avenue, Niagara Falls, Ontario, Canada, L2G 3K7
Experience Niagara Falls Like Never Before
Enjoy breathtaking views of Niagara Falls during your time at the Sheraton Fallsview Hotel—our official partner venue for the event. Newly transformed through a $50 million renovation, the hotel offers a modern welcome experience and rooms with private balconies that overlook the iconic falls.
Located in the heart of Niagara’s tourist district, the venue provides seamless access to key attractions via indoor walkways to Casino Niagara and the Fallsview Indoor Waterpark. It’s also just steps from the legendary Niagara City Cruises boat tour, scenic Niagara Parks, and a short drive from the region’s celebrated wineries.
Throughout your stay, unwind with elevated amenities including the Christienne Fallsview Spa—named Ontario’s #1 spa—or indulge in award-winning dining at Massimo’s Italian Fallsview Restaurant. Don’t miss Niagara’s only rooftop pool and bar overlooking the Falls.
Whether you're joining us for a conference, corporate gathering, or special celebration, the Sheraton Fallsview offers over 35,000 square feet of versatile event space designed to impress. Make your event experience unforgettable at one of Canada’s most inspiring destinations.
Sheraton Fallsview Hotel
Staying at the Sheraton Fallsview Hotel—our official conference hotel—offers the most convenient and immersive experience during the event. You'll be just steps from all conference sessions, networking opportunities, and social events, saving time and travel hassle.
Located directly across from Niagara Falls, the Sheraton offers upscale accommodations, spectacular views, and direct indoor access to restaurants, shops, and entertainment venues.
Our exclusive conference rate provides significant savings over standard hotel pricing and includes added amenities negotiated specifically for our attendees. Booking within the block also helps support the conference by meeting room commitments that keep event costs down for everyone.
Conference Room Rates (per night):
- Cityview – 2 Queen: $199.00 Sold Out
- Gardenview – 2 Queen: $219.00 Sold Out
- American Fallsview – 2 Queen: $229.00 Sold Out
- Partial Fallsview – 1 Queen: $269.00 Sold Out
- Fallsview – 2 Queen: $269.00 Sold Out
Rates are quoted in Canadian funds and are subject to:
- 7.9% Local Fees & Taxes (LF&T) – includes a $2.00 Municipal Accommodation Tax
- 13% Harmonized Sales Tax (HST)
Taxes and fees are subject to change.
Rates are based on single or double occupancy. Additional guests (triple or quadruple) incur a surcharge of $25.00 per person per night. Children under 18 stay free with an adult. Rollaway beds are available at an additional cost of $25.00 each.
Bonus: Guests who book within the official group block will receive a complimentary resort package (a savings of $15.95 per room per night).
Hotel Reservation Policy
A valid credit card is required at the time of booking to guarantee all individual reservations for one night’s room and applicable taxes.
Reservations may be cancelled without penalty up to 30 days prior to arrival. Cancellations received within 30 days of arrival, or failure to arrive on the scheduled check-in date, will result in a charge equal to one night’s room rate plus applicable taxes.
The room block is now closed.
Register
Discounted rate extended until Friday, May 15th, 2026.
Become a member &
Attend conference price
$1,029+HST
- Early Bird Special
- Regular price $1,299.00+HST