10:00

Welcome to Day 1

Michael van Lierop, President & Founder

New Outlook Wealth Inc.

10:10

Introduction to BCV – The SMA difference

Transitioning clients to a SMA platform

Todd Johnson, Portfolio Manager, CIO

BCV Asset Management

10:30

Two for the Price of One

How Antares Works With You to Add Value to Clients

Alec MacIsaac and Ricardo Melo, Portfolio Managers

Antares Investment Management

11:15

Investor Behaviour & Principles of Value Investing

How an understanding of market psychology can contribute to effective investment decisions.

Hardev Bains, President & Portfolio Manager

Lionridge Capital Management

11:45

Reefer(ral) Madness, The Regulator Strikes Back and Dr. Strangelove 

A backgrounder on the co-existence of referral agreements and the regulators, and the current state of referral agreements arrangements in Canada.

Donald I Campbell, LL.B., Securities and Regulatory Counsel

Canadian Compliance & Regulatory Law

12:15

Discover the opportunities of the high-net-worth market

As the wealth of clients increase, the complexities of those high-net-worth needs also increase.

Glen Brown, VP, Managing Director, Head of Manulife Private Wealth

Manulife Private Wealth

10:00

Welcome to Day 2

Chris Witoski - Senior Vice President, Growth & Advancement

New Outlook Wealth Inc.

10:10

BCV Investment Strategy – Meeting your Clients Investment Goals

Profile of BCV equity and fixed income investment approach

Chris Richard, Portfolio Manager

BCV Asset Management

10:30

Defining Your Value by Making Advice the Product

Nest Wealth's digital platforms can help financial advisors grow their bottom-line revenue by quantifying the value of their advice that they deliver to clients. 

Dave Faulkner, Neil Greenbaum

Razor / Nest Wealth

11:15

Financing the Financial Plan

Supporting Insurance, Investment and Planning advisors with cash flow solutions that help clients implement and execute on your advice.

Kevin Knight, Regional Vice President, Advisor Sales

Manulife Bank of Canada

11:45

Insured Retirement Planning

Combining participating whole life insurance with specialized lending solutions, the IRP strategy - both personally and corporately - is a smart, safe and strategic way for mid-market and HNW clients to generate superior estate values while generating tax-free income in retirement.

Ross Cook, Sales Director, Large Cases & National Accounts

IA Financial Group

12:15

Beyond Compliance

The financial landscape has been dominated by compliance. Compliance is obviously important but should it be the focal point of the entrepreneurial professional advisor? I would argue that attention should be directed towards becoming more profitable, efficient, and serving clients at the highest possible level. Tony will explore this principle, and share some practical ideas to enhance the bottom line, client experience, where compliance is a by product not the primary focus.

Tony Bosch, CFP,CLU,CH.F.C.,CHS,MFA

Executive Vice President, Broker Development 

HUB Financial

10:00

Welcome to Day 3

Tamara Fehr, CFP - Vice President, Business Development

New Outlook Wealth Inc.

10:10

Partnering with BCV

The advantages of working with BCV – How advisors can build and grow their practice.

Michelle Smith, Portfolio Manager

BCV Asset Management

10:30

The Evolution of Life/Complex Insurance Distribution 

Over the past 50 years, the insurance industry has focused heavily on independent broker distribution to drive customer sales. However, with new digital and direct offerings, brokers are being forced to deliver clients a digital-first experience more than ever before and fend-off competition coming from every direction. Finaeo will share insights, themes and technology on how to thrive in a digital-first world.

Aly Dhalla, CEO & Co-Founder

Finaeo

11:00

To Survive, Thrive, or Die

Technology is transforming the way we work, the way we live, even how we survive and thrive. Financial services is mid-disruption from a consumer experience standpoint. And that disruption may cause some businesses to die. How are you future proofing your practice?

Stacie Joosten, Vice President, Sales & Marketing

Conquest Planning Inc.

11:30

Gaining Scale in a Modern Practice

Learn about best practices in creating capacity for scale while delivering a referrable practice.

Jeff Gans, CEO

Purpose Advisor Solutions

12:00

Enhancing Client Engagement and Productivity

SideDrawer focuses on improving the client experience around data collaboration and organization. We offer significant productivity around secure document collection and delivery, enhanced compliance and operational oversight, extensive branding that engages additional collaborators and family members, and a user experience that’s consistent with today’s digital-first customer.

Ali Qureshi, CRO & Co-Founder

SideDrawer Inc.

12:30

Holistic Wealth Management: how data connectivity solves your planning puzzle.

Assets are scattered. Finances change in real-time. Any service that manages money is only as smart as the information it can access—after all, we can only connect the dots we can see. Now, with tools like Flinks, investment firms and apps can easily consolidate their clients’ financial information and make holistic financial planning the new normal.

Adam Gibson, Head of Product

Flinks