ifb 2017 toronto spring summit schedule - … perry, tng financial software inc. (fpsc: practice...

Toronto Spring Summit- The International Centre Wednesday May 31st 2017

8:30 - 9:30

Orion A Orion B/C Orion D

9:45 - 10:45

Recent E&O Cases: How the Courts Decided

Eric Dolden & Brett Stephenson, Dolden

Wallace Folick LLP

(FPSC: Practice Management)

(RIBO Technical)

Challenging Dynamics for Executors; Boom or

Bust for Advisors?

Mark O’Farrell, Canadian Institute of Certified

Executive Advisors


FSCO Update on Recent Initiatives and

Initiatives Going Forward

Izabel Scovino, Financial Services Commission

of Ontario (FSCO)


10:45-11:00

11:00-12:00

12:00 - 1:00


1:00- 2:00

Best Doctors Insurance Global Medical

Care™: The best kept secret in the Insurance

Industry! Learn how to use Best Doctors GMC

plan to open doors to High Net Worth Clients &

gain access to new Groups

Gino Stirpe, Best Doctors Canada Insurance

Services


The Power Of Recurring Monthly Revenue

(RMR)

Marcin Drozdz, Intelife Income Trust


Why You are Valuable and Irreplaceable as a

Human Financial Advisor… It may not be

what you think! (Part 1 of a 2 presentation

series)

Ron Fox, Glidepath Portfolio Services Inc.

(FPSC: Financial Planning)

(RIBO Personal Skills)

2:15 - 3:15

Legal Expense Insurance for Business Owners

Alex Manning, DAS Canada


(RIBO Technical)

Simplified Life Insurance – Wow is Now

Michael Liem, Canada Protection Plan

(FPSC: Product)

Understanding Real Estate #1 - Bubble or

Opportunity: What’s Driving Today’s Real

Estate Markets?

Hal Yesovitch, FDS Broker Services


3:15 - 3:30

3:30 - 4:30

Term Plus: A Multi-Purpose Insurance

Solution!

Michael Hamel, SSQ Financial Group

(FPSC: Product)

Other People's Money: Continuing Powers of

Attorney for Property in an Aging

Demographic

Janet Mason, Edward Jones


International Insurance 101 (what to look for

and what to ask)

Mark Johns, Special Risk Insurance Managers

Ltd.


(RIBO Technical)

4:45 - 5:45

Anatomy of an E&O Policy

Roberta Tasson, The Magnes Group


(RIBO Technical)

Simplifying IT so you can focus on your

business

Ben Perry, TNG Financial Software Inc.


Are Investment Fees for Suckers?

Chris Ambridge, Transcend


Selecting Embracing Versus Replacing Technology Partners… To Support Your modern, and Human, Independent Financial

Advisory Practice.

A panel discussion featuring:

Moderator: Roland Chan, Coming Up Next™Robert Frances, Chairman and CEO, PEAK Financial Group

Ron Fox, CEO, Glidepath Portfolio Services Inc.

Mehmet Baltacioglu, President, Razor Plan(FPSC: Financial Planning)

(RIBO Management)

Orion B/C

Break

It’s Time to Disrupt the Disruptors

Tony Chapman


(RIBO Management)

Orion B/C

Break

Lunch

IFB 2017 Toronto Spring Summit Schedule Day 1 - Wednesday, May 31st

Thursday June 1st 2017

8:30 - 9:30


9:45-10:45

Understanding Real Estate #2 - Discussing

Real Estate Investing with your Clients

Hal Yesovitch, FDS Broker Services


Underwriting Cancer, Our Way or the Long

Way

Barry Plener, Canada Protection Plan


Repel the Robo Horde

Chris Ambridge, Transcend


10:45-11:00

11:00-12:00

12:00-1:00


1:00-2:00

Do you know how Assuris protects your

clients?

Josée Rheault, Assuris


Referrals

Terry Chew & Reema Syed, Edward Jones


Communicating Your Real Value as a Human

Financial Advisor… that cannot be replaced

by a Robo-Advisor or AI system.

(Part 2 of a 2 presentation series)

Ron Fox, Glidepath Portfolio Services Inc.



2:15-3:15

Orion B/C

Lunch

Break

Retirement ‘150’

Peter Bowen, Fidelity Investments


Becoming a Social Advisor

Darrell Keezer



Orion B/C

Estate Planning for the Parents of Disabled Children

Arthur Fish, Borden Ladner Gervais LLP


Orion B/C

IFB 2017 Toronto Spring Summit Schedule Day 2 - Thursday, June 1st

IFB 2017 Toronto Summit Presentations

Estate Planning for Parents of Disabled Children Arthur Fish, Borden Ladner Gervais LLP FPSC: Financial Planning Estate planning is never a simple process, but for parents of children with special needs, the concerns and difficulties take on a heightened importance. Arthur Fish is a partner in the Toronto office of Borden Ladner Gervais LLP and the Manager of the Toronto Regional Family Wealth Counsel Practice. Join him as he explains how to navigate the needs of your clients with disabled children. Simplifying IT so you can focus on your business Ben Perry, TNG Financial Software Inc. FPSC: Practice Management Enjoy the freedom that comes with knowing you have secure, high-performance access to your data and business applications from any internet connection and any device, 24/7. Selecting Embracing Versus Replacing Technology Partners… To Support Your modern, and Human, Independent Financial Advisory Practice. A panel discussion featuring: Moderator: Roland Chan, Coming Up Next™ Robert Francis, Chairman and CEO, PEAK Financial Group Ron Fox, CEO, Glidepath Portfolio Services Inc. Mehmet Baltacioglu, President, Razor Plan FPSC: Financial Planning RIBO Management It’s the rise of the machines. But, for financial advisors, is that a good thing or a bad thing? Does robo-advice spell the end of the independent advisor, or should it be viewed as one more time-saving convenience that helps you work smarter, not harder? We’ve assembled a panel of experts to discuss how financial advisors can use existing tech platforms to enhance their business and serve clients better… and to provide a window into how the future will look for the independent advisory channel as human financial advisors are empowered by, not replaced by, technology. Please join us for this insightful discussion featuring financial technology platform leaders who are also from our industry, who understand the human nature of our business, and who are dedicated to supporting and endorsing you with the technology tools, platforms and services to help you thrive as technology empowered… human… independent financial advisors.

Canada Protection Plan’s Simplified Life Insurance – Wow is Now Michael Liem, Canada Protection Plan FPSC: Product

Get the inside scoop on Canada Protection Plan’s innovative product portfolio. The nation’s leading provider of Simplified Issue and & No Medical life insurance is simplifying the way you do business. Now we offer you MORE than ever before:

Up to $500,000 in coverage, NO MEDICAL REQUIRED Lower premiums Direct access to Underwriting – [email protected] $0 first month’s premium – applicable to monthly payment plans only All insurable: Declines, cancer, heart attack, stroke, diabetes, MS, parkinson’s, hazardous

lifestyle, and more. NEW! Quick and easy E-Application – cpp.eaccess.ca

Find out why everyone in the industry is saying WOW!

Underwriting Cancer, Our Way or the Long Way Barry Plener, Canada Protection Plan FPSC: Financial Planning This presentation is about how we (at CPP) underwrite cancer cases in comparison to the traditional market. It covers information about traditional ratings and how a traditional underwriter would treat a cancer case versus CPP. This includes how we primarily determine eligibility based on the type of cancer and the date since last treatment. The parts of our application that ask about cancer are highlighted through this presentation, along with a brief description of the corresponding plans that clients could qualify for. At the end, there are a few case studies that compare how the traditional market would underwrite particular cancer cases versus CPP. Why You are Valuable and Irreplaceable as a Human Financial Advisor… It may not be what you think! (Part 1 of a 2 presentation series- May 31, 2017) Ron Fox, Glidepath Portfolio Services Inc. FPSC: Financial Planning RIBO Personal Skills If you were asked why your clients appreciate and value your service, what would you say? In this inspiring and insightful presentation, Ron Fox, the co-founder and CEO of Glidepath Portfolio Services, explains the evidence and reasons why it may not be what you thought. By examining the science behind how our human brains actually make decisions, Ron reveals how awareness of your client’s decision making psychology and how you communicate three concepts relating to your service, can help you communicate more effectively and build deeply loyal client relationships with both new and existing clients.

mailto:[email protected]

Communicating Your Real Value as a Human Financial Advisor… that cannot be replaced by a Robo-Advisor or AI system. (Part 2 of a 2 presentation series- June 1, 2017) Ron Fox, Glidepath Portfolio Services Inc. FPSC: Practice Management RIBO Personal Skills On day two of the IFB 2017 Toronto Summit, Ron Fox continues with an informative and practical session covering how to communicate, defend and position your real value, as a human advisor, using a simple and easy to learn approach with demonstrations, examples and interactive audience participation. Regardless of what your practice focus is, learning to communicate in this way can help you defend against any competitive challenge to your advisory business. You will leave this session with clarity and confidence in knowing how you can apply this communications approach to help you gain new clients, maintain your existing clients, support your value proposition and pricing, defend against competitive challenges, improve your marketing, or apply meaningfully within your own personal and family lives. Best Doctors Insurance Global Medical Care™: The best kept secret in the Insurance Industry! Learn how to use Best Doctors GMC plan to open doors to High Net Worth Clients & gain access to new Groups Gino Stirpe, Best Doctors Canada Insurance Services FPSC: Practice Management Best Doctors Canada Insurance Services offers unique and comprehensive insurance plans that are available on an individual basis and on a group basis, as a guaranteed standard issue – minimum 5 employees. GMC enables you to obtain medical care from leading physicians and hospitals worldwide. Designed to complement your provincial and/or employee health plan, Best Doctors Insurance ensures that your healthcare needs and costs are covered immediately – any place, any time. Legal Expense Insurance for Business Owners Alex Manning, DAS Canada RIBO Technical FPSC: Practice Management In this informative session, Alex Manning from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal dispute. FSCO Update on Recent Initiatives and Initiatives Going Forward Izabel Scovino, Director, Market Regulation, Financial Services Commission of Ontario (FSCO) FPSC: Practice Management FSCO will provide an update on current licensing and market conduct activities.

It’s Time to Disrupt the Disruptors Tony Chapman, Tony Chapman Reactions FPSC: Financial Planning RIBO Management The mass marketplace is collapsing under the weight of abundance. There are too many choices, channels and messages competing for the attention of a client who has a finite amount of time. We are asking them to 'drink from a firehose', and their response is to turn off the tap and move to their social media where they are in control of who they connect with, and what they see, post, review, and buy. Their online behaviour has spawned a vibrant marketplace populated by Disruptors who effortlessly and thoroughly connect Buyers and Sellers, through their 'User Experience'. Airbnb, Uber, Alibaba, Facebook, Snapchat, Booking.com have set up shop to steal market share, and Fintech is already making dents into how the client thinks, feels and behaves when it comes to their money. Isn't it time We Disrupt the Disruptors? Term Plus: A Multi-Purpose Insurance Solution! Michael Hamel, SSQ Financial Group FPSC: Product

Offering a flexible, comprehensive and competitive solution tailored to meet the personal and business protection needs of your clients. Learn how to start the conversation with Life, CI and DI and easily increase your commissions. This presentation will provide you with all of the tools and knowledge to help you start selling one of SSQ’s most competitive products!

Anatomy of an E&O Policy Roberta Tasson, The Magnes Group FPSC: Practice Management RIBO Technical Whether you are a general insurance agent that sells and services individual or group professional liability policies, or a life and/or A&S agent that purchases E&O as a mandatory licensing requirement, you are well advised to acquaint yourself with this type of insurance. Not all coverage is created equal, and Roberta Tasson, a partner at The Magnes Group, an independently owned property and casualty brokerage that has become a national leader in delivering insurance and risk management solutions to specific niche markets, will provide an overview of common plan features, exclusions, and trends in the professional liability market. Do you know how Assuris protects your clients? Josée Rheault, Assuris FPSC: Financial Planning If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian policyholders in the event their life insurance company fails. This presentation will help financial advisors gain the knowledge to reassure their clients both at the point of sale and in times of uncertainty.

Becoming a Social Advisor Darrell Keezer, Candybox Marketing FPSC: Practice Management RIBO Personal Skills Social Media has always been about building authentic relationships with the right people, but what value are you providing as an advisor? It’s not about using online automation tools, latest fad, or paying people to like you online. Social media strategist, Darrell Keezer, will show you practical examples of how the most successful companies generate new customers, encourage brand advocacy, and establish brand equity through good ideas and flawless execution. With a few easy steps, he will demonstrate how any financial advisor, can become a social advisor. Challenging Dynamics for Executors; Boom or Bust for Advisors? Mark O’Farrell, Canadian Institute of Certified Executive Advisors FPSC: Practice Management This is an exciting presentation, introducing the Certified Executor Advisor CEA designation program, by highlighting the challenges modern executors face using brief case studies, the calamities that can arise and the solutions advisors can offer to avoid them. Attendees will learn how to stem the imminent erosion of assets, expand their client base, uncover permanent life insurance opportunities and significantly grow their AUA. By engaging trusted and influential executors, advisors can refocus their entire approach to the affluent senior market, building powerful relationships that will transform mere referrals into mandates. Advisors will leave with a clear understanding of what they can implement to immediately starting growing their practice. The three step process: Learn. Engage. Thrive. Recent E&O Cases: How the Courts Decided Eric Dolden & Brett Stephenson, Dolden Wallace Folick LLP FPSC: Practice Management RIBO Technical Noted insurance lawyer, Eric Dolden, partner at the boutique law firm of Dolden Wallace Folick LLP, is a leading expert in E&O insurance defense and claims. This presentation is ‘must see’ for any General insurance agents who place coverage for professional liability insurance, as well as for the Life/A&S agents and financial advisors for whom E&O is a mandatory requirement. You will gain a deeper understanding of professional liability insurance as Mr. Dolden reviews some recent court cases, and discusses the reasons for the judge’s decisions, and provides insights into how claims can be avoided. International Insurance 101 (what to look for and what to ask) Mark Johns, Special Risk Insurance Managers Ltd. FPSC: Practice Management RIBO Technical Do you have a client(s) with employees posted outside the country? Are you pulling your hair trying to wade through the minefield of different markets who profess to provide a product? Do you see odd exclusions in quotes, contracts and wonder what is normal? Mark Johns, Vice President of Special Risk Insurance Managers Ltd. will highlight what to look for and what to ask when looking into coverage for your clients who may have expatriate or rotational workers. You may not become an expert after this session but you will have a better understanding of what to consider.

Retirement ‘150’ Peter Bowen, Vice-President, Tax and Retirement Research, Fidelity Investments FPSC: Financial Planning As Canada reaches its’ 150th birthday, many Canadians are looking forward to a retirement that is as long, or longer, than their working lives. As the realities of longevity risk increases, financial advisors are going to become even more important in helping Canadians achieve retirement security. This presentation examines the financial planning challenges and opportunities around how financial advisors can add value to investors. The Power Of Recurring Monthly Revenue (RMR) Marcin Drozdz, Intelife Income Trust FPSC: Practice Management Marcin began his professional career rising through the ranks in the private capital markets in Canada. He has since worked with several companies that have collectively raised over $100MM dollars in private equity funding; These companies include a commercial real estate acquisitions firm and an asset backed lending group. In 2016, he Co-Founded Intelife Capital LP; a company that focuses on acquiring Recurring Monthly Revenue contracts “RMR” primarily in the Security & Home Automation Industry. Marcin will discuss the proliferation of the recurring revenue economy and help you discover the potential your own business has to create new revenue streams. Repel the Robo Horde Chris Ambridge, Transcend FPSC: Practice Management The investment industry continues to experience seismic shifts that do not appear to be abating any time soon. Advisors are increasingly competing with a new and emerging adversary – robo advisors, the “next” devourer of the advisory business. Smart advisors should not ignore this threat but instead move to either join the trend or beat the robos at their own game. But, first advisors need to understand what they are up against and then decide how you will respond. Are Investment Fees for Suckers? Chris Ambridge, Transcend FPSC: Financial Planning No! If and this is a big if; if clients receive value for their money. Value in this instance is defined as “the amount of money that something is worth” or alternatively “the price or cost of something.” The key word being “cost” because the price or fee that is paid to own any investments is not the end of the story, it is just the beginning. This presentation examines the current state of investment fees and returns in Canada; the impact of ETFs and robo-advisors on the competitive landscape; and a revolutionary new approach to fees which will dramatically alter the status quo.

https://www.linkedin.com/in/marcindrozdz/

http://www.intelifecapital.com/

Understanding Real Estate #1 - Bubble or Opportunity: What’s Driving Today’s Real Estate Markets? Hal Yesovitch, FDS Broker Services FPSC: Financial Planning

Real estate is a very hot topic in the media. Some of Canada’s markets (GTA and GVA) have experienced unprecedented growth over the past few years. Recent government intervention doesn’t appear to be slowing this trend. What is really driving real estate pricing and real estate development in Canada? We try to separate fact from fiction, and discuss whether this is a real estate bubble we are experiencing or the new normal for Canadian real estate markets.

Understanding Real Estate #2 - Discussing Real Estate Investing with your Clients Hal Yesovitch, FDS Broker Services FPSC: Financial Planning

With all the recent media focus on Canadian real estate markets, your clients are most likely asking you questions about real estate. And, if they aren’t, chances are they are speaking to someone else about it. But is real estate right for your clients? We’ll walk you through the different methods of real estate investing with a special focus on deconstructing one of the newer (and more controversial) methods of real estate development.

ifb 2017 toronto spring summit schedule - … perry, tng financial software inc. (fpsc: practice...

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