Agenda 2015

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

Tuesday, April 21, 2015


Conference Registration and Breakfast in Exhibit Hall
Sponsored by: Radius Financial Education


8:30 – 8:40

Official Welcome

Radius Financial Education


Opening Remarks
Pat Bolland,
Media Consultant


8:40 – 9:20

Adjusting Public Policies For An Aging Population: Lessons From Political Science And Their Potential Impacts On Financial Services
Patrik Marier
, Professor, Department of Political Science, Canada Research Chair in Comparative Public Policy, Concordia University
Population aging raises multiple socioeconomic challenges while providing new opportunities. For public authorities, it represents a complex policy problem making it difficult to enact appropriate responses. Difficulties includes planning for the future, operating in changing public administrations, and addressing horizontal issues, since this demographic shift affects most, if not all, public policies. In this context, what are governments doing in terms of adjusting policies, such as pension, and what kinds of strategies are adopted? What are Canadian responses so far and what can we expect in the near future? This session discusses these important questions and address how governmental actions can ultimately impact financial services.


9:20 – 10:10

The Burning Questions for 2015
Dennis Mitchell, Executive Vice-President and Chief Investment Officer, Sentry Investments

When do oil prices turnaround, and what is the outlook for a recovery? Will improvements in business confidence and ECB stimulus reignite the European economy? Is China in store for a hard landing? These and several other topics will be the focus as Dennis Mitchell shares his thoughts on some of the most burning questions for 2015.


10:10 – 10:30

Networking Break In Exhibit Hall
Sponsored by: R.F.P.


10:30 – 11:10

Spectrem Research Results: The Affluent Investor

Jonathan Needham, Sales Executive, Vanguard Investments Canada Inc.

Insights and opportunities for advisors


11:10 – 12:00

Keynote Presentation: "5 Things You Absolutely Must Do To Ensure Your Practice Survives The Next 5 Years"

George Hartman, Managing Partner, ELITE Advisors Canada Inc.

The world of a financial advisor, as we know it today, is coming to an end in five years — or 10 or 15 or 20. The timing doesn’t really matter, because most advisors won't be prepared whenever the apocalypse arrives. George Hartman, Canada’s leading advisor strategist, identifies the five major forces already in play that could destroy your practice and offers strategies for slowing the pace of destruction and, just possibly, stopping it.


12:00 – 1:00

Lunch In Exhibit Hall
Sponsored by:


1:00 – 1:40

Keynote Presentation: Seniors - Risks and Roadmap

Ellen Bessner, Partner, Babin Bessner Spry LLP

Learn from Industry expert, Ellen Bessner, litigator who represents advisors and dealers in litigation and regulatory defence matters, in her keynote presentation the issues that arise and are anticipated as Advisors service “seniors”. Ms. Bessner will explain through several war stories, the challenges and pitfalls, and provide a roadmap to protect the advisor from unwanted litigation and regulatory proceedings. Ms. Bessner will address:

  • Presumptions made by the regulators and judges that get advisors into trouble

  • Complexities associated with Powers of Attorney that can lull you into a false sense of security

  • How to Anticipate problems by identifying Red Flags when danger is lurking and how to address these issues

  • Challenges associated with clients (seniors) searching for yields


1:40 – 2:20

Guaranteed Retirement Income A Must For Canadians
Michael R. Banham, Vice President, Wealth Distribution, Sun Life Financial Canada

Survey says: Guaranteed retirement income for life is a must for most Canadians
The opportunity to offer guaranteed lifetime income in retirement has never been greater. According to the 2014 Sun Life Canadian UnretirementTM Index, now in its sixth year, Canadians have an appetite for guaranteed lifetime income. The almost unanimous result from our survey could help you open a door to a discussion about retirement with clients. Join Mike Banham as he reveals these ground breaking statistics, addresses longevity and shows how to give clients guaranteed lifetime retirement income.


2:20 – 2:40

Networking Break In Exhibit Hall
Sponsored by:


2:40 – 3:30

Planning Ahead - More than Death & Taxes - Panel Discussion

Moderated by: Pat Bolland, Media Consultant

Beverly Evans, Director, Wealth Management & Portfolio Manager, Richardson GMP

Claudia Sgro, Senior Will & Estate Planner, Scotiatrust
One of the most important issues affecting successful retirement planning is the fact that people are living longer and healthier lives. We know that planning ahead gives you options, and it ensures that you look after the people who are most important to you. But getting clients to plan for the later stage of their life can often be challenging for a variety of reasons. Listen as Bev Evans and Claudia Sgro share some suggestions for discussing the importance of proper tax and estate planning with your clients.


3:30 – 4:20

Keynote Presentation: Willing Wisdom
Tom Deans, Ph.D., Intergenerational Wealth Expert & Best-Selling Author of Every Family's Business and Willing Wisdom

Never has there been a more interesting moment in the history of retirement planning in Canada. And by interesting Dr. Tom Deans means opportunity. As CRM 2 unfolds, Canadians coincidently are looking to their advisors for estate planning solutions that reach beyond capital preservation and funding long and expensive retirements. Deans explains that in the rush to demonstrate value to clients, advisors need to understand that retirement planning executed strategically involves engaging the broader family in conversation. For it is family who will be providing oversight of their parent’s long-term care. This powerful keynote makes the case that the advisor’s new role in convening family meetings not only keeps assets under administration after a client dies, but represents their greatest source of new client capital. To get advisors started -- Deans offers 7 questions every family can ask to help plan for their retirement, long term care and the division of assets. With 12 million Canadians without a legal will, the opportunity for advisors to grow their practice is staggering.



Closing Remarks - Day 1
Pat Bolland, Media Consultant


4:20 – 5:30

Networking Cocktail Reception In Exhibit Hall
Sponsored by:
Sentry Investments

This not-to-be-missed event will provide you with crucial time to interact with key industry players.


Wednesday, April 22, 2015

8:00 – 8:50

Breakfast in Exhibit Hall
Sponsored by: Sentry Investments


8:50 – 9:00

Opening Remarks - Day 2
Pat Bolland, Media Consultant


9:00 – 9:40

The Economics Of Change
Warren Jestin, Senior Vice-President & Chief Economist, Scotiabank

Warren Jestin, Scotiabank’s chief economist, discusses what declining oil prices, the drop in the Canadian dollar and changes in the Bank of Canada interest rate mean for the Canadian economy in the context of a rapidly changing Global environment.


9:40 – 10:20

The Ontario Retirement Pension Plan: It will change your life
Mark Yamada
, President & CEO, PŮR Investing Inc.
Ontario’s Ministry of Finance’s proposal for an Ontario Retirement Pension Plan (ORPP) may lead to the closure of capital accumulation plans (CAPs), including group savings and group RRSP plans. Carriers and advisors stand to lose millions in fees. Learn about the proposal and how you can seize victory from the arms of the actuaries.


10:20 – 10:40

Networking Break in Exhibit Hall
Sponsored by: Radius Financial Education


10:40 – 11:20

How to Sell a Lobster!
Bill Bishop, CEO, Bishop Communications Inc.
The Money-Making Secrets of A Street-Wise Entrepreneur

Are you just one idea away from dramatically bigger sales? Thirty years ago, Bill Bishop won a waiter contest by selling more than 1,400 lobsters. The second place finisher sold 90 of them. Until recently, Bill didn’t tell the secret behind this feat until the publication of his book How To Sell A Lobster, which is now read by entrepreneurs and salespeople in 25 countries around the world in a dozen languages. Inspired by this insight, Bill embarked on a mission to unearth more unconventional marketing lessons and share them with others. In this presentation, Bill explains seven of these “Lobster Lessons”, so you can sell more lobsters too.


11:20 – 12:00

Keynote Presentation: A Peek Inside Your Client's Mind
Robert Gignac, Author: "Rich is a State of Mind"
In today’s hyper-competitive financial market your clients and prospects have no shortage of advisors and companies trying to lure them away from you. I have a question for you: What Are Your Clients Really Thinking? Your clients are looking for solid financial leadership – not simply product advice - and real guidance in making the tough financial decisions they have to make for their families.
The pending rollout of CRM2 into your client’s financial statements in 2016 will add another layer of complexity into your role as our financial professionals – especially for those who choose to delay having those conversations with their clients. Clients are overwhelmed with complexity about your industry and are looking to you to take a leadership role as their financial professional. Your ability to "take a peek inside your client's mind" and address those concerns will determine your success in becoming a "trusted financial professional" in difficult times.


12:00 – 12:10

Closing Remarks
Pat Bolland, Media Consultant


*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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