Agenda 2014

For downloadable presentations please click on title or speaker highlighted in RED

Thursday, May 8, 2014

7:45

BREAKFAST IN EXHIBIT HALL
Sponsored by: VANGUARD

8:30 – 8:35

OFFICIAL WELCOME
Judy Street, Vice President, Radius Financial Education

8:35 – 8:40

OPENING REMARKS
Pat Bolland, Media Consultant

8:40 – 9:20

Investing Beyond Our Borders
Dennis Mitchell, Executive Vice-President and Chief Investment Officer, Sentry Investments

This educational session will focus on global investment themes and the benefits of global diversification. It will highlight investment approaches that have been applied successfully in Canada for over a decade, have been successfully replicated in the U.S., and have now been applied across the world. It will also provide examples of high-quality developed market businesses with exposure to emerging markets growth - companies that may generate superior risk-adjusted returns

9:20 – 10:20

KEYNOTE PRESENTATION: "LEAD OR BE LEFT BEHIND", A LOOK AT THE "INVESTOR SIDE" OF PERSONAL FINANCE
Robert Gignac
, Author: Rich is a State of Mind
Robert’s insights into what keeps your clients awake at night might surprise you, in fact they might scare you – but they will enlighten you and encourage you take your client relationships to a new level and in the process – make you more successful in your business.

10:20 – 10:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: SENTRY INVESTMENTS

 

10:40 – 11:20

Best Practice Sharing From Top Financial Professionals – Panel Discussion
Moderated by: Pat Bolland, Media Consultant

Michael Cann, Director, Wealth Management & Portfolio Manager, Wronski Cann Group, Richardson GMP Ltd.

Karen Henderson, Founder, CEO, Long Term Care Planning Network

Beverly Evans, EPC Director, Wealth Management, Investment Advisor Richardson GMP
You will hear practical insights from leading financial advisors on how they are growing their practices, standing out from their competition and really making a difference in your client's lives beyond just the numbers. The "financial doctors" approach to retirement planning and mastering the longevity game.

11:20 – 12:00

The Value Dialogue: Tools to Deepen Your Client Relationships
Matt Brundage,
Vice President, Marketing, Bridgehouse Asset Managers
The financial services industry is evolving quickly, and the challenge of explaining these changes to investors typically falls to investment advisors. Matt Brundage will give a sneak preview of exclusive survey results that reveal investor’s knowledge, perception and emotions towards the role of advisors and the industry as a whole. In response to the survey (executed by Environics Research Group on behalf of Bridgehouse), Bridgehouse has developed a number of tools meant to aide advisors in the changing landscape. The Value Dialogue™ consists of four tools, including client friendly videos featuring Nick Murray, that can be used with investors to expand on the value that financial professionals bring to the table—and to help make difficult conversations easier to manage.

12:00 – 12:40

Demographics and Investment Capital
Sandy McIntyre, Co-Chief Executive Officer, Sentry Investments
For many investors, the drivers of bull and bear markets are a mystery, caused by some combination of business cycles, interest rates, investor sentiment and perhaps even the tooth fairy.
In fact, one of the greatest influences on market dynamics is capital flows, which in turn are massively influenced by demographics.
Sandy McIntyre, 40-year investment veteran and Co-CEO of Sentry Investments, talks about demographic trends in Canada and the U.S., and the impact they have on capital flows and capital markets.

12:40 – 1:40

LUNCH IN EXHIBIT HALL
Sponsored by:
Bridgehouse Asset Managers

 

1:40 – 2:20

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM
Moderated by: Pat Bolland, Media Consultant

 

OUTLOOK ON CANADIAN EQUITIES: OPPORTUNITIES AND CONCERNS
Mel Mariampillai, Portfolio Manager, Sionna Investment Managers
Canadian stocks form the foundation of most investors’ equity portfolios, and as a result are always top of mind—especially following a year of substantial relative underperformance versus global markets. Mel has worked closely with Kim Shannon as a member of the Sionna Investment Team for nearly a decade, managing lower risk Canadian equity portfolios suitable for conservative investors. Mel will share Sionna’s current outlook on the market, and reveal where they believe the opportunities are—and which areas to avoid.


STREAM 2 - REGENCY BALLROOM
Introductions by: Jeffrey Shaul, President & CEO, Robson Capital

 

BUSINESS SUCCESSION PLANNING - STARTING THE PROCESS
Corina S. Weigl, Partner, Fasken Martineau DuMoulin LLP
Will be discussing a step by step process that owners must go through to get the succession process started.

 

2:20 – 3:00

CONCURRENT WORKSHOPS

STREAM1 - KING BALLROOM

 

The Appeal and Challenges of Chasing the Efficient Frontier
Christopher Philips, Senior Analyst, Vanguard Group, Inc.'s Investment Strategy Group
Focusing on Yield? Total return investing is the better solution for income sustainability


STREAM 2 - REGENCY BALLROOM

 

TESTAMENTARY AND OTHER TRUSTS
Arthur I Fish, Partner, Borden Ladner Gervais LLP
There is much to know when advising a client on the right trust to suit their needs. This session will help you and your client have a detailed discussion about trusts, their differences, advantages, disadvantages, tax efficiency, the significant new budget changes and much more.

3:00 – 3:20

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: RADIUS FINANCIAL EDUCATION

 

3:20 – 4:00

The Art of Working with Widows
Jennifer Black
, Senior Financial Advisor/Certified Financial Planner, Manulife Securities
70% of women will switch financial advisors in the first year after the death of their spouse. Don’t be that advisor that is caught unprepared to deal with the aging population. Jennifer will address the many needs of widows and how to best prepare yourself to work with these clients. Jennifer is the Author of Managing Alone, Your Trusted Advisors’ Guide to Dealing With the Death of Your Spouse.

4:00 – 4:50

PRACTICE MANAGEMENT: EVOLUTION OR REVOLUTION?
George Hartman,
Managing Partner, ELITE Advisors Canada Inc.
Charles Darwin is often credited with saying something like “It is not the strongest or the fastest that survive, it is those who adapt to change.” Nowhere is this more apparent today than in the world of a financial advisor. Hear George Hartman’s predictions (and prescriptions) for surviving and prospering over the next decade. Topics will include managing escalating demand for advice and service, coping with margin squeeze, marketing in a digital world, succession planning and transitioning to a fee-based practice.

4:50 – 5:40

KEYNOTE PRESENTATION: YOU'RE RETIRED! NOW WHAT?
Mark Yamada
, President & CEO, PUR Investing
The risk of outliving one’s savings, the erosion of purchasing power, and the spectre of prolonged and debilitating personal or family illness or disability are complex realities that occur in the final one third of one’s life. This is the retiree’s dilemma.

5:40 – 5:45

CLOSING REMARKS
Pat Bolland, Media Consultant

5:45 – 6:45

NETWORKING COCKTAIL RECEPTION
Sponsored by:
Sentry Investments
This not-to-be-missed event will provide you with crucial time to interact with key industry players.

   

*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.

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