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)

2025 Economic and Market Outlook: Trump 2.0 = ≠ Trump 1.0

Fred Demers

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

Passing the Torch: Navigating New Tax Rules for Family Business Transfers

Ray Loucks, CPA, CA, TEP

Director of Tax – Crowe Mackay LLP

Multi-Asset Investing: Strategies for Long-Term Success

Sarah Riopelle, CFA

Managing Director, Head of Portfolio Solutions and Platform Talent – RBC Global Asset Management

Exhibitor and Refreshment Break

Sponsored by

Equiton

Stability Amid Uncertainty: The Strength of Private Multifamily in Canada

Geoff Lang

Senior Vice-President of Business Development – Equiton

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)

Lunch

Sponsored by

Fidelity Investments Canada

Retirement Then and Now – 20 Years of the Fidelity Retirement Report

Peter Bowen

Vice-President, Tax and Retirement Research – Fidelity Investments Canada

Jacqueline Power

Director, Tax and Retirement Research – Fidelity Investments Canada

Junior Ballroom C

Affording Senior Living

Jennifer Squair

Regional Business Development Manager – Chartwell Retirement Residences

Junior Ballroom D

How To Earn the Freedom Dividend: Separating Advice From Investment Management

Michael van Lierop, B.A. (Hons), FDFS, RWM

President & Founder – New Outlook Wealth

Grand Ballroom

The Succession Readiness Report

Kerry Smith, CPA, CA, TEP

National Leader, Family Office Services - MNP LLP

Eben Louw, CPA, CA, Mphil

Partner - MNP LLP

Sally Lau, CPA, CA

Partner - MNP LLP

Bryce Davis, CPA, CA

Managing Director - MNP LLP

Exhibitor and Refreshment Break

Sponsored by

Chartwell Retirement Residences

Current Trends and Issues in Financial Planning

Lawrence Lynch, CFP^®

Professor, Program Coordinator Financial Technology and Innovation – Fanshawe College

Evening Dinner Event at the Steamworks Brewing Co. in the Historic Gastown District

Sponsored by

IG Wealth Management

Breakfast

Sponsored by

RBC Global Asset Management

The Trouble with Canada…and the return to prosperity

Niels Veldhuis

President & CEO – Fraser Institute

Guide to Asset Allocation

Robert Armstrong, CFA, MBA, M. Sc.

Head, Multi-Asset Strategies – ATB Investment Management

Old Economy, New Power: The Commodity Comeback

Hussein Allidina, CFA

Managing Director, Commodities – TD Asset Management Inc.

Exhibitor and Refreshment Break

Sponsored by

TD Asset Management Inc.

Optimal Practice Succession™

Darrell Jacobsen

President – Advisor Hunt

Johnathan Ciliberto, BComm, Pl. Fin.

Vice-President – Advisor Hunt

Ethical Conduct for Financial Planning Professionals - Part 2

Pierre TomiczekChartered Financial Planner^®, RRC^®, CFP^®, MBA, CIM

Senior Instructor – Canadian Institute of Financial Planning (CIFP)

Lunch

Sponsored by

ATB Investment Management

A Planned Death: What Every Financial Planner Needs To Know About Assisted

Helen Long

CEO – Dying with Dignity Canada

Junior Ballroom C

Seniors Stats Advice – What To Look For

Nicole Kotsifas

National Sales Director, Deposits and Treasury – RFA Bank of Canada

Junior Ballroom D

One Head. Too Many Hats. Here’s How AI and CRM Can Help You Focus on What Matters

Gabe Karkanis & Adrian Murillo

Maximizer

Grand Ballroom

Coaching Clients Through Life's Unknowns

Michelle Hastick-Cowell

Mandeville Private Client

Exhibitor and Refreshment Break

Sponsored by

HomeEquity Bank

How Reverse Mortgages Are Changing the High-Net-Worth Planning Landscape

Andrew Cairns

Business Deveopment Manager, Wealth – HomeEquity Bank

Evening Dinner Event at the Sheraton Wall Centre

Sponsored by

CIFP Retirement Institute

Breakfast

Sponsored by

Mackenzie Investments

Closing Remarks

Peter G. Volpe, CFP^®, FCSI

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

Reaching New Heights: Strategies in Planning, Loss Prevention and Risk Management

Alan Mallory, CSP, MA, BSc, PE, PMP

Speaker, Author and Performance Coach

Common Estate and Probate Planning Errors

Litza Anderson, BA, LLB, TEP

Director, Tax & Estate Planning – IG Wealth Management

Exhibitor and Refreshment Break

Sponsored by

Advisor Hunt

A Federal Blueprint of Prosperity in Canada

Jake Fuss

Director, Fiscal Studies – Fraser Institute

Legacy & Life Events: Tax and Estate Planning for Major Transitions

Alyssa Mitha, JD (CA), JD (US), TEP

Director, Tax and Estate Planning, Head of Trust, Estate and Disability Planning – Mackenzie Investments

Conference Adjourns