Distinguished Advisor Conference

Agenda

Program Director
Knowledge Bureau

Available as PDF and online, below.

New for 2018, we are pleased to introduce the Business Builder Retreat.  

 

Registration Form Agenda At A Glance Detailed Agenda     Partnership Package

 

THEME: THE CHANGING FACE OF COMMUNITY - Collaboration with Impact

To Register Call 1-866-953-4769

DAC 2018 Program November 11-14, 2018, Quebec City

 

THANK YOU TO OUR PARTNERS

 

Franklin Templeton Investments

 

Ivari

 

Home Trust

 

Dean Cockell

 

Moodys Gartner Tax law LLP

 

 

IFB

 

 

 

Investment Executive

 

 

BUSINESS BUILDER RETREAT DAY 1: SATURDAY NOVEMBER 10TH, 2018

4:00 – 6:00 PM Registration
Pick up Badge and Materials
Hilton Lobby
6:30 PM Meet at Le Monastère Des
Augustines

77 rue des Ramparts, Quebec, QC. G1R 0C3
Map will be provided 12 min walk or cab

6:30 – 7:30 PM Tour of Le Monastère Des
Augustines

In 1639, three Augustinian sisters came to Quebec City with a charter from King Louis XIII, to care for the sick and to open the continent’s first hospital north of Mexico. A visit to Le Monastère des Augustines is a unique opportunity to discover a chapter of history in a place dedicated to heritage, culture and well-being. The monastery holds some 40,000 artifacts and extensive written archives, which chronicles the sisters’ centuries of work in the community and offers a fascinating glimpse into the history of Western health care.

7:30 – 9:30 PM STEP 1 –
WHAT’S YOUR STORY?
COLLABORATIVE DINNER

During this evening’s dinner featuring local farm to table cuisine and hosted by Dean Cockell, Portfolio Strategies and Evelyn Jacks, Founder and President of Knowledge Bureau, share your story with other business leaders in an open and welcoming environment.

 

Thought Questions:

(please choose which one you wish to speak to)

What Defines You and Your Business?
The Buck Stops Here:  How does your “no excuses” role affect you? 
What Inspirational Message Do You Have For All Of Us?

 

BUSINESS BUILDER RETREAT DAY 2: SUNDAY NOVEMBER 11TH, 2018

In preparation for each session please review the thought provoking questions and come prepared to discuss with your peers.

7:15 – 8:00 AM FUEL UP:
Awaken Your Senses
Take It All In.  Le Monastère des Augustines is the perfect setting to begin your holistic experience in personal mindfulness, balance and purposeful thinking. A delicious breakfast buffet will be served to jump start and energize your day.
Guest Host: Alan Rowell, DFA-Tax Services SpecialistTM, MFATM, RWMTM
8:00 – 8:30 AM REVITALIZE AND FOCUS: Cardiac Coherence Technique

How to Be More Present.  Learn a “miracle” technique that helps you clear your mind, reduce anxiety and start every day in a calm, natural state of readiness so that you can be “in the present” for the people who crave a deeper relationship with you. Session led by Marjolaine Leblanc.

8:30 – 9:30 AM STEP 2:
RENEW YOUR PASSION

Rebuild Your Passion Statement.  Sometimes it’s lonely at the top but it doesn’t have to be.  Reconsider:  why do you do what you do? Revisit your aspirational passion statement with business leader Dan Collison.

  Thought Questions:

What are you passionate about?
What keeps you from doing the things you are passionate about?
If you could rebuild your passion statement, what would it be?

9:30 – 10:30 AM

STEP 3:
ENHANCE YOUR LEADERSHIP POTENTIAL

Leadership is about followers.  What makes a great leader?  Who follows you and why? Challenge yourself to dig deeper and find your latent leadership potential with executive coach Joanne Sigurdson and author of the Business Leadership, Culture and Continuity Course.
  Thought Questions:

Who are the great leaders you admire and why?
What is the one thing you’d like to improve upon to enhance your leadership potential?
How do you lead into a new economy?

10:30 – 10:45 AM Health Break Grab a Health Shot! Learn from the Chef about the benefits of a fresh juice concoction and receive your special recipe for renewed energy.
10:45 – 11:15 AM SHARPEN YOUR CONCENTRATION Constantly Distracted?  Try Meditation for Beginners! If you are frustrated that you can’t get to the important things because of the noise all around you, you’ll appreciate learning effective ways to work on your concentration and memory in your daily life.  Learn about some high-quality apps to remind you in your day. . . “fit-bits” for your brain!  Practice in group, too! Session led by Claudia Delgado.
11:15 – 12:00 PM STEP 4:
RETHINK YOUR STRATEGIC PLAN

Meet the Dilemma of the New Economy Head On.  Who is your next client?  What do they want?  Rethink your strategic business plan by focusing on who you want to serve with Strategic Business Transition Guru, Jenifer Bartman. author of the Strategic Business Building Course and Defusing the Family Business Time Bomb.

  Thought Questions: Who is your preferred client?
What services do you want to offer your next clients?
What is the mission of your “new economy” plan?
12:00 – 1:30 PM THE PLEASURES OF HEALTHY EATING

Is Time Your Enemy?   What’s the connection between a healthy body, a healthy economy and a planet healthy?  You’ll find surprising answers as you revisit the “new rules” of nutrition and receive a unique, practical model to guide your food selections, too!  Your “culinary coach” will give you scientific facts and tips on “mindful eating”.   You’ll discover a new attitude toward healthy eating, being in the present throughout this pleasurable activity, while you learn more about making more conscious selections for human health and our planetary eco-systems as well! Session led by Julie Isabel.

1:30 2:30 PM STEP 5:
CREATE YOUR SAFE HAVENS
How to Beat Your Competition with Legal Ease.  It’s critical that you and your stakeholders operate within safe havens.  In a world in which technology, privacy and compliance disrupt sound business practice, learn why understanding business law better can help, with lawyer Philippe Richer author of the Business Law and Contracts Course.
  Thought Questions:

Do you have the right contracts in place for your clients?
What improvements do you need to make in engaging staff and contractors for the longer term?
How are you and your business protected from breaches in confidentiality and privacy?

2:30 – 3:00 PM STEP 6:
MANAGE YOUR FRIEND AND FOE: TECHNOLOGY!
Let it Go - Disconnect with Purpose.  Modernizing your practice for a new economy means embracing even more IA and enduring more rewiring of your over-taxed brain.  To fight this bizarre relationship with your electronic devices, a type of self-inflicted loneliness, learn why you absolutely need to unplug to rest your brain and take back control as a role model to your home and work family.
 

Thought Questions:

What is the biggest issue in managing change for you?
How can you introduce mindfulness into managing the time you and the stakeholders around you spend with your various devices?

3:00 – 3:30 PM NOGGIN NOSH AND CHAIR YOGA Let’s really have some fun! Learn more about stretching and experience a great, easy way to take a “no excuses” approach to feeling better and smiling more throughout your afternoon. . . (as an alternative to eating chocolate bars from the vending machine!) Session led by Marjolaine Leblanc
3:30 – 4:15 PM STEP 7:
RECREATE YOUR PEOPLE POWER

Integrating Mindfulness with Relationship Management. Why is it so difficult to find the right people to bring happy results in your workplace?  It’s a common thread in most businesses today:  recruitment is tough.  Share your human resources or succession planning concerns with our instructor panel hosted by Evelyn Jacks. You’ll leave with lots of new ideas and a re-energized approach!

  Thought Questions: What is the most frustrating part of the HR equation for you?
How do you empower and motivate your staff?
What results would you like from your HR Plan?
4:15 – 4:30 PM CLOSING MOMENTS

POWER SURGE: COMMIT TO YOUR RENEWED ENERGY AND ZEAL FOR SUCCESS!

 

DAC  - SUNDAY NOVEMBER 11

Welcome Reception- Theme: Québécoise in Training

12:00 - 5:00 PM
Hilton Lobby

REGISTRATION

 

Meet our friendly Knowledge Bureau Ambassadors!   Partake in a lot of high fives and joyous reunions as you drop in to pick up your name badge and conference materials in the beautiful Hilton Hotel lobby which overlooks the historic Plains of Abraham and the gates of Old Quebec City. You will love the views and your opportunity to meet the Knowledge Bureau DAC team: ask questions, get oriented and let our team help you make the most of your time at DAC. We look forward to welcoming you!

12:15 - 5:00 PM
Meet in Lobby

 

BRUNCH & TOUR ÎLE D’ORLÉANS

 

Set out on the ‘’Road of all Flavours’’ (la route des saveurs).   This is a truly beautiful experience that will engage you in the beauty and history of Old Quebec.  The day will begin with a delicious Brunch Buffet overlooking the Falls at Montmorency, the summer residence of the 1st Duke of Kent.  After Brunch, explore the stunning views from the many lookout points throughout the Park, including a spectacular water fall. The tour will also include stops and taste at The Bilodeau Cider House - the family-owned orchard of over 3000 trees that has mastered, the delicate art of making Ice Cider since 1982.  And you won’t want to miss Cassis Monna & Filles, a local renowned maker of Cassis – a truly fantastic sweet, dark red black currant liqueur found in a Kir Royale. 

Tour includes:
 Brunch
 Motor coach transportation
 Professional tour guide
 Bottled water
 Entrance Montmorency Falls
 2 tastings stop on Ile D’Orleans
 All gratuities

Cost $135 per person
Register by October 31st

6:30 - 7:00 PM
Villeray/DeTourny

FIRST TIMER RECEPTION

 

Calling all first-timers at DAC! Please join us for this very special welcome celebration. The DAC is all about great education and great networking and we want to make sure you have chance to shine at both!    We will officially adopt you as part of the DAC family, hosted by Knowledge Bureau’s Sr. VP of Business Development, Allan Jacks.

 

Dress Code:  Business Casual, Cash Bar

Sponsored by:

7:00 - 9:00 PM
Shuswap Room

WELCOME RECEPTION – Theme: Québécoise in Training!

 

Join us for this wonderful evening of merriment as we begin our 15th Annual Distinguished Advisor Conference and immerse you in all things Québécoise. Enjoy local traditional fare such as Tourtiere, Pea Soup, Poutine and Sugar Pies. Tap your toes and kick your heels to regional French music, while enjoying the company of your peers and new friends. You never know who may show up! 

 

We will also be introducing this year's Distinguished Yound Advisor Award Winnier - the very accomplished Kristin Ramlal. Join us in congratulating her on her award.

 

No time to pick up name badge during the day? Not to worry we will have them available at the reception.

 

Dress Code: Business Casual come as your favourite Québécoise, Cash Bar

Sponsored by:

 

DAC DAY 1 - MONDAY NOVEMBER 12
THEME: THE CHANGING FACE OF THE GLOBAL ECONOMY

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST

 

Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

 

All educational sessions will be held at Palais

Brought to you by:

7:45 - 8:00 AM
Palais

WELCOME AND OPENING REMARKS

 

Caroline Ouellette

 

We welcome back Olympian Caroline Ouellette, a previous well received DAC speaker in San Diego to open the Day 1 General Sessions with her remarks about the theme of the Conference: The Changing Face of Community and, the Changing Face of the Global Economy. Be prepared to take notes, ask questions and learn new ideas throughout your day.

8:00 - 8:45 AM
Palais

WORKING BEYOND OUR PRIVILEGE

 

Evelyn Jacks, MFA, DFA-Tax Services Specialist, President of Knowledge Bureau

 

The face of Canada is rapidly changing: our cities, people and demographics are facing unprecedented change. As a community and as individuals, it’s time to work beyond our privilege:  to set higher goals, to better ourselves and give back to our society.  In the changing face of our communities, the work of professional financial advisors is more important than ever.  But change is difficult, and it can be taxing.  To get better results, simplify your efforts and achieve unprecedented financial success, you will need to collaborate, with impact.  Find out how in this inspirational session.

8:45 - 9:30 AM
Palais

Dr. Jack Mintz O.C. President’s Fellow Univ. of Calgary School of Public Policy

 

will discuss THE FIVE-STEP PROGRAM:  FIXING CANADA’S COMPETITIVE CHALLENGE.

 

After decades of calm, the issue of competitiveness is front and centre for Canada.  Dr. Jack Mintz will pull no punches at this DAC address:  we now tax large corporate investments by about 10% more compared to the U.S. Our personal income and sales taxes are higher. And we’re increasing levies on energy, which was already being taxed higher than in the U.S. In fact, small- and medium-sized business owners in the U.S. will be paying lower taxes than ours by a wide margin.   We aren’t just about to lose a whole lot of business. Our governments can expect revenues to take a long slide. To exercise your best interest duties, your deeper knowledge about the tax and trade reforms emerging in North America will serve you well.  Is there a light at the end of the tunnel?  Absolutely, however, the cautious risk manager will likely win the footrace over the foreseeable future.  Find out why.

9:30 - 10:15 AM

Dr. Michael Geist, Canada Research Chair in Internet and E-commerce Law University of Ottawa will cover

 

CYBERSECURITY AND PRIVACY:   STRIKING THE BALANCE.

 

Is cybersecurity and privacy a concern for you and your clients?  At a time when there are enormous opportunities for business, there are privacy and security risks that must be managed and policies that need development.  Learn more about how policies are developed to ensure organizations are secure from cyber attacks and copyright infringements. It is often difficult to balance these potential implications with access to data, but it’s a challenge you must address with your clients in an even more substantive way going forward.

10:15 - 10:45 AM
Grand Place

 

MIMOSA BREAK

 

Test Your Financial Trivia Skills for a chance to win Great Prizes

Sponsored by:

10:45 - 11:30 AM

Bonnie Foley-Wong, CPA, CA, CFA, the author of Integrated Investing: Impact Investing with Head, Heart, Body, and Soul, will discuss:

 

IMPACT INVESTING:  Aligning Money with Purpose  Are you talking about Impact Investing with your clients?  It’s about investing for both a positive impact and financial returns by applying a positive screen to investment activities.   There is increasing evidence that people want to move their money into options they can really believe in. 

 

Your clients too can join in the excitement, and you’ll learn more about the “whys and hows” from the dynamic leader of a Canadian impact investment and management firm that is a ground-breaker in its field. Find out more about presenting new opportunities to clients who want to align their investments with purpose.

11:30 - 12:15 PM

 

LEADERSHIP REQUIRED:

OLYMPIAN Caroline Ouellette will tackle the topic of DEALING WITH DIVERSITY AND INCLUSION IN YOUR WORKPLACE.

 

Trust is earned with knowledge first, deep and broad experience, second, consistency in outstanding services, third.  But the creation of trust is a bigger challenge today:  helping your new clients know that you have their best interests at heart needs to be rethought, especially at a time when increasing diversity in society is colliding with great technological and demographic change.  Learn how to bring out the best in yourself as a leader who may be called upon to embrace new values and viewpoints in your work.

1:00 - 2:30 PM

FRANKLIN TEMPLETON LUNCH AND LEARN:

 

Understanding Hedge Funds

 

Alexis Verganelakis, VP Regional Sales Franklin Templeton

 

Amid growing concerns about market volatility, more advisors are considering hedge strategies to provide additional diversification and reduce risk exposure in their clients’ portfolios.  Against a backdrop of rising volatility, find out how you can provide clients with a “smoother ride” while showcasing the value of your advice?    In this session, you will learn about hedge strategies, their features/benefits, and how you can implement them in clients’ portfolios.

Sponsored By:

 


3:00 - 5:00 PM

 

 

WALKING TOUR OLD QUEBEC

OLD QUEBEC CITY WALKING TOUR:

 

Go way back to the early 1600’s. You won’t want to miss this historic walking tour of Quebec City! This is the best way to really appreciate the French culture and the origins of our Canadian history. The tour will include highlights of the old city including:
• The Citadelle Walls and Fortifications
• The Parliament and Terrasse Dufferin
• Plaines d’Abraham and Panoramic stairs
• Place-Royale and Petit-Champlain
• Includes a stop for a warm up coffee and French pastry.

Cost: $15.00
Register by October 31st

Sponsored by:

  
 

7:00 - 10:00 PM
Meet in Lobby

OPTIONAL DINNER -LA BÛCHE

 

It’s your special night out with your fellow DAC attendees, sponsors and speakers for a fun night at La Bûche -the Urban Sugar Shack. Enjoy regional cuisine with a great local atmosphere.
The Menu served family style includes Regional Local Specialties which might include Turkey Confit, Salmon Tartar, Local Cheeses, Onion Soup…the evening will be chef’s choice

Cost: $85 (beverages on own)
Register by October 31st

 

DAC DAY 2 - TUESDAY NOVEMBER 13
THEME: THE CHANGING FACE OF ADVICE

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST

 

Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

Brought to you by:

7:45 - 8:00 AM

OPENING REMARKS

 

Dean Cockell, MFA, Manager, Portfolio Strategies

 

Join “the man with a practical straight forward approach to financial planning” Dean Cockell for his insights and recap of Day 2 along with his remarks on what we have in store for Day 2.

 

 

Sponsored by:
Dean Cockell

8:00 - 8:45 AM

NEW INVESTMENT STRATEGIES FOR CORPORATE OWNER-MANAGERS

 

Kim G C Moody FCA, TEP,  Director, Canadian Tax Advisory

 

Since the contentious private corporate tax reforms introduced in the summer of 2017, tax and financial professionals and their clients have been struggling to find new “rules of thumb” to cope with an uncertain and complex tax landscape.  The bad news is that the right answers are complex and require detailed number crunching and other analysis.  The good news is that advisors who are willing to do that, and work with teams of specialists to help, will be able to demonstrate important wealth management solutions to their clients, despite the obstacles Finance Canada has put in front of them.

Sponsored by: 

8:45 - 9:30 AM

KNOW YOUR DUAL RESIDENT CLIENT

 

How to Avoid Legal Liability with U.S. Persons 

 

Dean Smith, PHD, CFP, TEP, CPA, CA, Partner, Cadesky Tax

 

As part of getting to know your client (KYC), one of the questions that you must ask is what their U.S. status is, if any.  However, it’s not enough to keep you out of legal liability. . . many clients who are U.S. citizens, lawful permanent residents (i.e. green card holders), or residents in general, may not know what their U. S. status is; nor will they understand their tax filing obligations with respect to off -shore assets.

 

As a result, tried and true Canadian planning techniques do not work south of the border.  You may not be holding the right assets in your client’s various investment accounts and worse, planning your client into a quagmire of unanticipated tax and reporting issues. In this important session, you’ll learn how to avoid such trouble and keep from getting sued by families with U.S. connections from an experienced U.S.-Canada tax expert. He will help you understand selected tax issues such as CFC, PFIC and FATCA rules in the context of fulfilling your fiduciary duty.

Sponsored by:

9:15 - 10:15 AM

THE INTERSECTION OF ETHICS, COMPLIANCE AND TECHNOLOGY:

 

The Evolving Nature of Advice 

 

Susan Allemang Director of Policy and Regulatory Affairs, IFB

 

Everyone is trying to manage the tension between a sales environment and the giving of professional advice.  Is it a conflict that can be resolved?  Transparency and disclosure will come into play to help.  So, will technology.  Find out more about how your practice can adapt to your professional responsibilities to your clients.

Sponsored by:

 

10:15 - 10:45 AM

 

MIMOSA BREAK

 

Test Your Financial Trivia Skills for a chance to win Great Prizes

Sponsored by:

10:45 - 11:30 AM

UNDERSTANDING IMMIGRANTS:

 

Your Role in Pointing Newcomers in the Right Direction

 

Shoshana Green, Green & Speigel LLP

 

Immigration is the pipeline to Canada’s economic success.  Our government is investing heavily into immigration programs and you need to seize on the opportunity to help newcomers get pointed in the right direction, financially speaking.

 

Find out from a prolific expert on immigration, how to connect with two key newcomer profiles:   the younger generations who have the greatest opportunities to build a life here: highly educated, 20-somethings and the 30-40 age bracket with serious investment/business assets or experience who need deeper, broader proper advice.  That’s where you come in.  Learn more about how to connect with them both before and after immigration.

11:30 - 12:15 PM

WEALTH PLANNING:

 

Insuring Younger Clients and Newcomers to Canada

 

Helene Chatelain, Chief Underwriter, ivari

 

Insuring a younger generation is a new and different niche:  not only are there challenges in engaging Gen X and Gen Y (average age 42). But, in addition, there are new stress issues, marijuana legalization issues and issues relating to the new world associated with insuring immigrants to Canada.  Depending on culture, advisors could be faced with discrimination between males and females and fear associated with health information disclosure.  Many newcomers fear that proper disclosure will leak back to immigration officers.


For advisors the challenge with all these potential client profiles has a common thread:  because they do not see the need for insurance, it is tough to get to them.  But when they experience various life events, they are ripe for a discussion.  The trick is to have them as soon as possible.  Find out how to engage new processes that are more profitable for the advisor, more convenient for client, and as a result, make engagement and closing easier at a time when your best new clients have everything they need. . . except the right insurance solutions.

Sponsored by:

1:00 - 2:30 PM

Louis-Phillipe Bougie

SPONSORED LUNCH AND LEARN with XERO

Louis-Phillipe Bougie

Xero is the global business platform that helps accountants run their practice and better serve clients.  With a dedicated, solutions-focused support team and powerful tools like Xero HQ and Xero Practice Manager, customers can enjoy simplified bank reconciliations, invoicing, expenses, inventory and more - all available anytime, anywhere.  It's also easy to customize the Xero experience with over 700 apps, including popular solutions for CRM, point-of-sale, time tracking, e-commerce and more.  Thanks to these time-saving features, accountants can now focus on more advisory services.  Join us for this lunch and learn to hear more about Xero from Regional Account Manager LP Bougie.

Sponsored by:

3:00 - 5:00 PM

WALKING TOUR: OLD QUEBEC

 

If you missed yesterdays walking tour of the city not to worry – we know it will be so popular we are offering it a second day! See all the highlights that everyone was talking about at breakfast for yourself.
Meet in the Hilton Lobby

Cost: $15.00
Register by October 31st

 

Sponsored by:

6:00 - 7:00 PM

MFA/DFA-SPECIALIST CHAMPAGNE RECEPTION

 

By Invitation Only
This champagne reception honors the achievement of MFA™ & DFA-Tax and Bookkeeping Specialist Designations™.  Both grads and under-grads of these prestigious programs are invited to come and applaud about their peers’ achievements, share stories and hear what’s coming up for them at Knowledge Bureau.

Sponsored by:

5:00 - 6:00 PM
Boucherie Room

SPARKLE AND SHINE GALA DINNER with the World Famous Painchaud Family!

 

Join us for a rousing rendition of Happy Birthday as Knowledge Bureau celebrates 15 years! Come dressed in style, wear your best Sparkles and Tails (or dark suit) as we celebrate 15 years with our best party ever. Hosted by your Masters of Ceremonies Dean Cockell and Mick Kelly, there will be a magnificent 3 course meal to celebrate, with a glass of sparkly to toast our special occasion. Featuring a very special production from Quebec City’s world famous Painchaud Family! It’s your night to eat, drink and celebrate with your peers and new friends.

 

DAC DAY 3 - WEDNESDAY NOVEMBER 14
THEME:  CHANGING FACE OF RELATIONSHIPS

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST

 

Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

These sessions brought to you by:

7:45 - 8:00 AM

 

OPENING REMARKS

 

Mick Kelly, Business and Lending Specialist Manulife Bank

 

Long time DAC Supporter Mick Kelly will begin the day with some thoughts on Day 3. Mick has been both an attendee, sponsor and Master of Ceremonies at DAC and he will be sure to put his own “spin” on the last day of the conference.

8:00 - 8:45 AM

 

PROVIDING INVALUABLE ADVICE:

 

Why the Story of Professionalism is Such a Good One Today

 

Ian C. W. Russell, President and CEO

The Investment Industry Association of Canada (IIAC)

 

There’s a really great news story out there and the secret is out: the wealth management business, despite being in the throes of great disruptive change – demographics, regulatory reform, technology – has demonstrated that improved professionalism, and the expanding demand for financial advice in Canada has opened up enormous business potential.

 

So, what do you need to know about providing invaluable advice against this very positive backdrop? Grasping the CSA proposals on best interests and the elimination of embedded compensation is important.  But even more so, advisor productivity, the need to understand and exploit technology applications and how to manage a widening shelf of financial services within emerging new business models are all key skills.  Find out what that means to the way you will work in the future, and how your dedication to professionalism will help you find even more solutions to meet the complex new needs your clients have over the next 5 to 10 years.

Sponsored by:

8:45 - 9:30 AM

 

ETHICS IN AGING:

 

Your Duty in Supporting Your Elderly Client

 

Alexis Verganelakis, VP Regional Sales Franklin Templeton
 

It’s no secret that the Canadian population is facing a massive demographic shift and clients who are aging will face countless financial, physical and mental challenges which will be difficult and often heartbreaking.

 

Advisors, too, face a myriad of challenges with their aging clients, including best interest duties and transitions of relationships to substitute decision-makers.  Knowing the signs of elder exploitation can help advisors protect their vulnerable clients and take action if they encounter suspected cases of abuse.  Through planning and preparation, it is, in fact an advisor’s ethical and regulatory duty to help shepherd clients into and through their senior years.

 

This presentation puts  an emphasis on the advisor’s role as their aging clients’ shepherd.

Sponsored by:

9:30 - 10:15 AM

CLOSING THE POVERTY GAP:

The CLB and CESG

 

Pierre Labbee Manager, Strategic Partnerships and Outreach, Canada Education Savings Program, Employment and Social Development Canada

 

Behavioral Change is what we need to break the poverty cycle in Canada. Small children who grow up with the expectation and aspiration of higher education in fact will do so.  Parents who open an RESP will be much more excited about the prospect of their children’s future and the Canada Learning Bond can really help to bring that home to low income families.

10:15 - 10:45 AM

 

YOUR NEW IDEAL CLIENT:
How Constructive Listening Helps Engage Culturally Diverse Clients

Daniel Collison B.A., CFP, TEP, Managing Partner, Advice to Advisors

 

There is huge opportunity for advisors who break out of their own silos and co-mingle with other cultures, and not just from a business point of view.  Your next clients and associates may quite likely not be Canadian born. In other cases, reaching indigenous populations can help to scale up your business, too.   What are the best practices to succeed in engaging clients from diverse cultures?

 

Learn how to scrub your current mindset to thrive in this changing environment.  Building relationships is paramount and constructive listening leads to active responses, including how to ask appropriately for information to know your client better and address investment priorities including active vs. passive investing and diversification strategies.  Find out what you need to know to check your own “Home Biases”, embrace the needs of those who are different from you and in the process, expand your business horizons to a new level of success.

10:45 - 11:15 AM
Grand Place

MIMOSA BREAK

 

Test Your Financial Trivia Skills for a chance to win Great Prizes

Sponsored by:

11:15 - 11:45 AM

 

THE PHILANTHROPIC CONVERSATION:
How Enabling Client Philanthropy Can Help Build Your Business and Brand
Ruth Mackenzie, President & CEO Canadian Association of Gift Planners (CAGP)

 

Philanthropy is an important edge you can use to deepen relationships with all client age groups, and help clients make a difference in the world.  But are you ready to address the need?

 

The Canadian Association of Gift Planners is a national association that exists to advance philanthropy by serving advisors, charities and Canadians. CAGP’s CEO will share why this is a critical conversation, as you engage with clients, in their own words.  What’s in it for you?  Strategic philanthropy will not only help build your book but deepen your own professional fulfillment as an advisor.

11:45 - 12:25 PM

 

A NEW CANADIAN DREAM: Financial Independence for Everyone

THE HONORABLE Patricia Bovey

 

How differently would we address the promise of Canada if we looked North?  What if we listened more carefully to the observers who are on the ground and witnessing climate change and all it’s implications?  Could we better understand our economic future and the vast potential of all of our peoples?  Could we, too, like many countries purposefully focused on their Artic opportunities, find the answer to Financial Independence for Everyone?

 

Canada does diversity well, but we could do better:  investing in the potential of a healthier North will benefit our entire nation.  That means access to housing, education, communications.  How do we get that right?  Learn more from a highly engaged, incredibly knowledgeable Senator Patricia Bovey, a passionate voice for the role of the Artic Promise and its increasingly important impact on all our financial outcomes.

12:25 - 12:30 PM

CLOSING REMARKS AND PRIZES

 

Evelyn Jacks  MFA, DFA-Tax Services Specialist, President of Knowledge Bureau

 

Reflection, Prizes and closing comments from one of Canada’s Leading Tax and Wealth Educators, Evelyn Jacks.


1:00 - 5:30 PM
Meet at Lobby

LUNCH AND SIBERIA SPA

 

It’s time to relax and rejuvenate after 3 days of focusing on you and your business.
Located just 15 minutes drive from the Hilton, the Siberian Station Spa offers rest and complete relaxation, on the most beautiful site, surrounded by trees and wildlife. Warm up in a Turkish steam bath and cool down in the river or simply enjoy the outdoor Jacuzzi heated all year round!

 

Includes transportation, spa facilities and lunch in Siberia Café of Grilled Cheese Sandwich and Soup of the Day. Beverages are own

Cost: $100
Register by October 31st