Estate Planning Specialist
RBC Wealth Management Financial Services Inc.
Senior Director, Business Development
Individual Life Products
Regional Director
Manulife Securities Advisory Services
Certified Financial Planner
Westmount Wealth Planning
We are putting together an incredible speaker selection for the upcoming Virtual Financial Planning Summit. Covering all specializations you are sure to take away knowledge that will improve your own experience in the profession as well as your service towards your client.
Brenda McEachern
B.Comm., LL.B, TEP
Vice-President, Insurance, Trust and Estate Planning Services
RBC Wealth Management Financial Services Inc.
Matthew Evans
CFP®, CIM®
Portfolio Manager
HollisWealth®, a division of Industrial Alliance Securities Inc.
Lorenzo Pederzani
CFA, CFP®, FCSI®
Portfolio Manager
HollisWealth®, a division of Industrial Alliance Securities Inc.
Melanie Mcdonald
LL.B
Vice-President & Regional Director
Trust & Estate Services (Western Canada)
BMO Trust Company
Lea Koiv
BComm CPA CMA CA CFP® TEP
President
Lea Koiv & Associates Inc.
Charlie Conron
CTO and Founder
Life Design Analysis Software
Evelyn Jacks
Founder & President
Knowledge Bureau
Ali Ghiassi
Vice-President of Industry Affairs and Government Relations
Canada Life
Greg Pollock
M.Ed., LL.M., C.Dir., CFP
President and CEO of Advocis
Jack J. Shaffer
BA, BA (Econ.) CLU CH.F.C.
Corporate and Personal Estate Planning Specialist
Floyd Murphy
CFP, CLU, CHFC
Doreen Gregson
CLU, CH.F.C., CFP
Financial Advisor / Agency Owner,The Co-operators Lonsdale Agency
Opening Comments
Patrick Cziolek, B.Comm,CFP,CLU,TEP,CHS, MFA-P
Jeny Yeung, CFP, EPC
Wai-Ke Kim, CFP, CLU, CEA, CPCA
Mehul Gandhi, CFP®, CLU®
Jason Watt, CLU, CD
Managing Financial Windfalls: Professional Responsibility
Financial planning often focuses on negative outcomes. A good financial plan should contemplate the possibility that clients experience a disability, lose their job, or have a tragedy befall a loved one. This course looks at positive events. What are the ethical obligations for financial planners working with clients who have come into unexpected money? How can the planner prepare their client? What are the potential ethical cautions? Using four case studies, this course helps planners navigate this problem.
Eric Lascelles
Chief Economist
RBC Global Asset Management
Global Economic Update
Eric Lascelles, Chief Economist at RBC Global Asset Management, will share his views on current macroeconomic trends and will provide RBC GAM’s outlook for the global economy.
Coffee Break
Kim Moody, FCPA, FCA, TEP
What’s Been Happening in the Tax World That Affects Financial Planning?
Kim G C Moody, a tax specialist, will review the tax landscape from recent history and highlight issues that financial planners need to be aware of in order to give timely and good advice to clients. Topics will include recent legislation of interest from the last 12 months, tax updates post-federal October 2019 election and what one might expect to see in the future
Charlie Conron
How the new wave of tech is making old school sales obsolete.
Charlie will explore the way technology is shaping consumer behavior and look at how changing consumer expectations have evolved the life insurance sales model. We question innovation vs evolution and hope advisors leave with a fresh perspective on how to look at their business
Lunch Break
Advocacy Update
Greg Pollock
M.Ed., LL.M., C.Dir., CFP President and CEO of Advocis
Matthew Evans CFP®, CIM® & Lorenzo Pederzani CFA, CFP®, FCSI®
Out With the Old; In With the New: Portfolio Construction for the Modern Era
• Rethinking Modern Portfolio Theory and the 60/40 portfolio
• Taking into account Client Emotions and Behavioral Finance when designing portfolios
• Creating a systematic and data driven process to filter the investment universe
Closing Comments
Patrick Cziolek, B.Comm,CFP,CLU,TEP,CHS, MFA-P
Jeny Yeung, CFP, EPC
Wai-Ke Kim, CFP, CLU, CEA, CPCA
Mehul Gandhi, CFP®, CLU®
Opening Comments
Patrick Cziolek, B.Comm,CFP,CLU,TEP,CHS, MFA-P
Jeny Yeung, CFP, EPC
Wai-Ke Kim, CFP, CLU, CEA, CPCA
Mehul Gandhi, CFP®, CLU®
Kim Moody, FCPA, FCA, TEP
Ali Ghiassi
Navigating the Uncertain Regulatory Waters of 2021: What Advisors Should Know
Over the last several years, market conduct regulators and governments in Canada have been active on key policy issues impacting advisors and their customers. In this session hear how regulators are treating key initiatives in 2021 that could affect your business including compensation and incentives, cost disclosure, title designation, fair treatment of customers principles and national pharmacare.
Melanie McDonald, LL.B
Divide the Assets – Unite the Family
Second marriages and blended families often give rise to increased complications in succession planning. A modern family may also have to content with complexities such as owning unique legacy assets, businesses, farms and cottages that can be challenging to divide and pass to the next generation. This seminar will give you some tips to help you tackle these issues thoughtfully with your client
Coffee Break
Lea Koiv, BComm CPA CMA CA CFP® TEP
Individual Pension Plans
Many Boomer business owners are only now starting to think about their retirement. An IPP is a tax-effective retirement strategy that is receiving considerably more attention, especially given recent tax changes (TOSI, taxation of passive income, etc.). This session provides insight into the technical aspects of IPPs, including hybrid plans. More importantly, it will assist you in identifying appropriate clients.
Brenda McEachern, B.Comm., LL.B, TEP
Succession Planning for High Net Worth Families (Real Estate)
Real estate has driven the BC economy for decades, creating great wealth and significant estate tax exposure for the family shareholders. In this session we will compare estate tax planning options and discuss how to position insurance in the real estate context.
Lunch Break
Message from the Legends
Floyd Murphy
Doreen Gregson
Jack Shaffer
Evelyn Jacks
Strategic Philanthropy: Golden Nuggets to Add to Your Toolkit
A new surge of interest in legacy planning is emerging as baby boomers prepare for a wealth transfer to the next generation. Incorporating strategic philanthropy into your conversations can lead to deeper discussions your clients will find highly satisfying. In this session, bestselling tax and financial author Evelyn Jacks shares insights and strategies that will strengthen and solidify your business with these wealthy clients because you have use charitable giving as a trigger to better understand their financial health and embrace retirement and estate planning.
Closing Comments
Patrick Cziolek, B.Comm,CFP,CLU,TEP,CHS, MFA-P
Jeny Yeung, CFP, EPC
Wai-Ke Kim, CFP, CLU, CEA, CPCA
Mehul Gandhi, CFP®, CLU®
*Current to January 21, 2021. Subject to change. Some speakers/topics to be finalized
