Venue
Marriott Downtown at CF Toronto Eaton Centre
Marriott Downtown at CF Toronto Eaton Centre, 525 Bay St., Toronto, ON M5G 2L2, Canada

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Event Date Tue Aug 30 EDT (over 2 years ago)
Location Marriott Downtown at CF Toronto Eaton Centre
525 Bay St., Toronto, ON M5G 2L2, Canada
Region Americas
Details

Join the Retirement Institute for a full-day event packed with the latest trends and solutions for retirement planning professionals, turning a challenging retirement environment into an advantage for advisors. Networking and learning amongst peers and industry experts with comprehensive exposure to all important aspects for the practice of retirement planning.

Attendee Benefits:
• In-depth expert conversations and solutions
• Best (in class) overview of retirement solutions
• Canadian and international perspectives
• Registered Retirement Consultants and Registered Financial and Retirement Advisors can achieve their required 10 CE credits by attending
• Claim up to 7 FP Canada™ CE credits and/or 7 Insurance credits. CE credits are subject to review by each regulator body.
• Breakfast and Lunch included

Speakers

2022 Speakers

Tony Mahabir, MBA, CMC, CIM, RRC®, CFP®
Chair ‐ The Canadian Institute of Financial Planning

Carol Chow, RRC®, CFP®
Chair ‐ CIFP Retirement Institute

David Cravit
Chief Membership Officer ‐ C.A.R.P

Charles‐Lucien Myssie
Director, Portfolio Manager, Exchange Traded Funds ‐ BMO Global Asset Management

Mike Steele, CFP®, CLU
Senior Financial Planning Consultant ‐ Manulife Securities

Wendy Horrobin
Head of Licensing and Risk Assessment ‐ Financial Services Regulatory Authority of Ontario

Demetre Vasilounis
Associate Lawyer ‐ Fasken Law

Dan Levitt
Gerontologist

Jane Blaufus
The Blaufus Group

Tony Mahabir, MBA, CMC, CIM, RRC®, CFP®
Chair ‐ The Canadian Institute of Financial Planning