CIFPs Conference 2026

Current CIFPs Annual National Conference

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 24^th to Wednesday, May 27^th, 2026

Conference Agenda

Sunday, May 24^th to Wednesday, May 27^th

Sunday, May 24^th

4:30 p.m.

Conference Registration & Check-in

6:00 p.m.

Exhibitor Area

Cocktail Reception

Sponsored by

7:00 p.m. - 9:30 p.m.

Great Room BC

Opening Dinner

Sponsored by

Opening Dinner Speaker

Graham Chittenden

Comedian, Writer & Canadian Screen Award Winner

Monday, May 25^th

7:00 a.m.

Great Room BC / Exhibitor Area

Breakfast

Sponsored by

Opening Remarks

Peter G. Volpe, CFP^®, FCSI

Chair of the Board of Directors – Canadian Institute of Financial Planners (CIFPs)

7:30 a.m.

Great Room BC

Macro Update

Fred Demers

Head Strategist, Multi-Asset Solutions – BMO Global Asset Management

8:30 a.m.

Great Room BC

The Quest for Yield: Navigating Today’s Income Landscape

Robert Armstrong, CFA, MBA, MSc

Head, Multi-Asset Strategies - ATB Investments

9:30 a.m.

Great Room BC

Global Supercycles and Infrastructure Investing

Dennis Mitchell, MBA, CFA, CBV

CEO & CIO - Starlight Capital

10:30 a.m. - 11:00 a.m.

Exhibitor Area

Exhibitor and Refreshment Break

Sponsored by

11:00 a.m.

Great Room BC

Commodities: Did You Miss It – Or Are You Still Early?

Humza Hussain, CFA

Vice President & Director, Commodities - TD Asset Management

12:00 p.m.

Great Room BC

How Top Advisors Are Saving 15 Hours Per Week with AI

John L. Connell

Founder and CEO of Focal AI

1:00 p.m. - 2:00 p.m.

Great Room BC / Exhibitor Area

Lunch

Sponsored by

2:00 p.m.

Great Room BC

Beyond the Headlines: How Planning Shapes Retirement Confidence

Michelle Munro

Director, Tax and Retirement Research - Fidelity Investments

3:00 p.m. - 4:00 p.m.

Great Room BC

The Psychology of Transition: Why Seniors Delay Care Decisions and How Advisors Can Help

Amanda Richards

Chartwell Retirement Residences

3:00 p.m. - 4:00 p.m.

Strategy Room 2

Beyond the Tech Stack: How Top Financial Planners Keep the Human in the Loop

Nic Hutzul

Vice President of Sales - Maximizer

3:00 p.m. - 4:00 p.m.

Strategy Room 3

Holistic Tax & Estate Planning

Dale Barrett

Founder, VIP Family Office

4:00 p.m. - 4:30 p.m.

Exhibitor Area

Exhibitor and Refreshment Break

Sponsored by

4:30 p.m. - 5:30 p.m.

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)

6:00 p.m. - 9:00 p.m.

Evening Dinner Event at The Queen Victoria Place Restaurant

Sponsored by

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 26^th

7:00 a.m.

Great Room BC / Exhibitor Area

Breakfast

Sponsored by

7:30 a.m.

Great Room BC

The Real Advisor R/Evolution: Generating revenue from advice, not product sales

Michael van Lierop

President & CEO - New Outlook Wealth Inc.

8:30 a.m.

Great Room BC

From Yield to Edge: Quantitative Discipline in Active Global Dividend Investing

Sharon Hill, Ph.D

Portfolio Manager - Vanguard

9:30 a.m.

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

10:30 a.m. - 11:00 a.m.

Exhibitor Area

Exhibitor and Refreshment Break

Sponsored by

11:00 a.m.

Great Room BC

Optimal Practice Succession: Leave your clients in the best hands possible

Darrell Jacobsen and Johnathan Ciliberto

Advisor Hunt

12:00 p.m.

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

1:00 p.m. - 2:00 p.m.

Great Room BC / Exhibitor Area

Lunch

Sponsored by

2:00 p.m.

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

3:00 p.m. - 4:00 p.m.

Great Room BC

Death, Taxes & Cottage Succession – Unharnessing Reverse Mortgages for the Affluent

Andrew Cairns

Business Development Manager - Home Equity Bank

3:00 p.m. - 4:00 p.m.

Strategy Room 2

Tax Issues Relating to Real Estate

Kate Wolfe, CPA, CFP

Director, Tax & Estate Planning - IG Wealth Management

3:00 p.m. - 4:00 p.m.

Strategy Room 3

Show Your Value: How Canada's Best Planners Win and Retain Clients with AI

Daniel Asper

Co-founder, CEO - Continuum

4:00 p.m. - 4:30 p.m.

Exhibitor Area

Exhibitor and Refreshment Break

Sponsored by

4:30 p.m. - 5:30 p.m.

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)

6:30 p.m. - 9:00 p.m.

Great Room BC / Exhibitor Area

Evening Dinner Event at the Sheraton Fallsview Hotel

Sponsored by

Wednesday, May 27^th

7:00 a.m.

Great Room BC / Exhibitor Area

Breakfast

Sponsored by

Closing Remarks

Anthony Williams, Chartered Financial Planner^®, RRC^®, CFP^®

President - Canadian Institute of Financial Planners (CIFPs)

7:30 a.m.

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

8:30 a.m.

Great Room BC

Beyond the Algorithm: Practical Applications of AI in Portfolio Construction

Cheryl Zhao, MBA, CFA

Investment Director, GQE Team - Mackenzie Investments

9:30 a.m. - 10:00 a.m.

Exhibitor Area

Exhibitor and Refreshment Break

Sponsored by

10:00 a.m.

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

11:00 a.m.

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

12:00 p.m.

Conference Adjourns

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.

Please call CIFPs for Hotel Reservations at 1-866-933-0233 x135

Register

Discounted rate extended until Friday, May 15^th, 2026.

Active CIFPs Member price

$879+HST

Early Bird Special
Regular price $1,149.00+HST

Become a member &
Attend conference price

$1,029+HST

Early Bird Special
Regular price $1,299.00+HST

Other Industry Participants

$1,179+HST

Early Bird Special
Regular price $1,449.00+HST

About the CIFPs Annual National Conference

Topic Areas Include:

Location

When

Conference Agenda

Conference Registration & Check-in

Cocktail Reception

Scotiabank

Opening Dinner

Scotiabank

Opening Dinner Speaker

Breakfast

BMO Global Asset Management

Opening Remarks

Peter G. Volpe, CFP®, FCSI

Macro Update

The Quest for Yield: Navigating Today’s Income Landscape

Robert Armstrong, CFA, MBA, MSc

Global Supercycles and Infrastructure Investing

Dennis Mitchell, MBA, CFA, CBV

Exhibitor and Refreshment Break

TD Asset Management

Commodities: Did You Miss It – Or Are You Still Early?

Humza Hussain, CFA

How Top Advisors Are Saving 15 Hours Per Week with AI

Lunch

Fidelity Investments Canada

Beyond the Headlines: How Planning Shapes Retirement Confidence

The Psychology of Transition: Why Seniors Delay Care Decisions and How Advisors Can Help

Beyond the Tech Stack: How Top Financial Planners Keep the Human in the Loop

Holistic Tax & Estate Planning

Exhibitor and Refreshment Break

Fidelity Wealth

Ethical Conduct for Financial Planning Professionals - Part 1

Pierre Tomiczek, Chartered Financial Planner®, RRC®, CFP®, MBA, CIM

Evening Dinner Event at The Queen Victoria Place Restaurant

IG Wealth Management

Breakfast

Focal AI

The Real Advisor R/Evolution: Generating revenue from advice, not product sales

From Yield to Edge: Quantitative Discipline in Active Global Dividend Investing

Sharon Hill, Ph.D

Stop Calling it a Sale: The Truth about Succession Planning

Exhibitor and Refreshment Break

Starlight Capital

Optimal Practice Succession: Leave your clients in the best hands possible

Darrell Jacobsen and Johnathan Ciliberto

Current Trends and Issues in Financial Planning

Lawrence Lynch, Chartered Financial Planner®, Fellow of FP Canada™

Lunch

Vanguard

Beyond Balance Sheets: Why Financial Advisors Are the Antidote to Canada's Anxiety Epidemic

Jonathan Rivard, CFP®

Scott Sullivan, CFA

Julie Petrera, CFP®

Dana Hicks, CFP®

Death, Taxes & Cottage Succession – Unharnessing Reverse Mortgages for the Affluent

Tax Issues Relating to Real Estate

Kate Wolfe, CPA, CFP

Show Your Value: How Canada's Best Planners Win and Retain Clients with AI

Exhibitor and Refreshment Break

Edward Jones

Ethical Conduct for Financial Planning Professionals - Part 2

Pierre Tomiczek, Chartered Financial Planner®, RRC®, CFP®, MBA, CIM

Evening Dinner Event at the Sheraton Fallsview Hotel

CIFP Retirement Institute

Breakfast

Advisor Hunt

Closing Remarks

Anthony Williams, Chartered Financial Planner®, RRC®, CFP®

Why Not You? | How to Excel in Life and Business

Beyond the Algorithm: Practical Applications of AI in Portfolio Construction

Cheryl Zhao, MBA, CFA

Exhibitor and Refreshment Break

Mackenzie Investments

Should I stay, or should I go? Keys to a successful business transition

Marty Minshull, CFP, CLU

Aggregators, Roll-ups and P/E: What's happening in the US and is it coming to Canada?

Conference Adjourns

Sponsors

Peter G. Volpe, CFP^®, FCSI

Pierre Tomiczek, Chartered Financial Planner^®, RRC^®, CFP^®, MBA, CIM

Lawrence Lynch, Chartered Financial Planner^®, Fellow of FP Canada^™

Jonathan Rivard, CFP^®

Julie Petrera, CFP^®

Dana Hicks, CFP^®

Pierre Tomiczek, Chartered Financial Planner^®, RRC^®, CFP^®, MBA, CIM

Anthony Williams, Chartered Financial Planner^®, RRC^®, CFP^®

Become a member &
Attend conference price