Retirement and Investment Conference 2024
Join the Retirement Institute for a full-day event packed with presentations on the latest trends and solutions for retirement and investment professionals. Explore strategies to navigate and turn a challenging retirement and investment environment into an advantage for advisors. Network with peers and industry experts while gaining comprehensive exposure to all critical aspects of retirement and investment planning, including the latest tools, insights, and strategies to enhance client outcomes and grow your practice.
Attendee Benefits:
- In-depth expert conversations and solutions
- Best (in class) overview of retirement solutions
- Canadian and international perspectives
- Registered Retirement Consultants, Registered Financial and Retirement Advisors and Registered Retirement Analysts can achieve their required CE credits by attending
- Claim up to 6.25 FP Canada™ CE credits, 6.25 Insurance credits and 6.25 CIRO (MFR) credits. CE credits are subject to review by each regulator body.
- Breakfast and Lunch included
Where
Delta Hotels Toronto
Soco Ballroom - 3rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
When
Friday
September 27, 2024
Agenda
Friday, September 27, 2024 - Toronto
Breakfast & Registration
Sponsored by
Chartwell Retirement Residences
Opening Remarks
Carol Chow
Chair - CIFP Retirement Institute
Moderators Remarks
Pat Bolland
Business Media Guru
Investing In and For Retirement
Lavelle Lindo
SVP Investor Relations - Faris Capital Partners
Introduction to CPP Investments: The $646.8B Powerhouse Behind the Canada Pension Plan
Jeffrey Hodgson
Managing Director, Global Stakeholder Affairs - CPP Investments
Katie Zajner, MBA
Manager of Stakeholder Affairs - CPP Investments
Networking Break
Sponsored by
Sun Life Global Investments
Social Impacts on the Senior Buyers Journey
Amanda Richards
Chartwell Retirement Residences
Changing the Rules Halfway Through the Game: Planning Implications of the 2024 Federal Budget
Peter Bowen
VP Tax and Retirement Research - Fidelity Investments Canada
Lunch
Sponsored by
Fidelity Investments Canada
Family Legacy Conversations – Becoming the Trusted Family Advisor
John A. Stewart, B.A., CFP, CSP
Client Advisory Councils - Sun Life Global Investments
Networking Break
Sponsored by
Canada Mortgages Inc.
Secure Your Future: Maximizing Retirement Savings Through Private Mortgage Investing
Carolynne Balfour
Investment Relationship Manager - Canada Mortgages Inc.
Donor Advised Funds: The Present and Future of Charitable Giving
Dan Kyte
Co-founder, Director of Finance and Investments - GiveWise Foundation Canada
Closing Remarks
Pat Bolland
Business Media Guru
Sponsors
If your organization would like to sponsor the Retirement and Investment Conference in Toronto, please contact tbennett@cifp.ca.
Event Venues
Event venue location info and gallery
Delta Hotels Toronto
Soco Ballroom - 3 rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.
