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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 |
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
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