Agenda - Monday September 15, 2025

6:30 AM - 7:45 AM
Breakfast and Registration in Grand Ballroom
7:45 AM Sharp - 8:00 AM
Your Emcee For The Conference
Mike Englert BA, B.Ed., EPC Founding CIEPS Faculty Member, CIEPS Compliance Officer
Between 1981 and 2002, Mike developed and marketed insurance and investment products, in both Canada and the United States, for such companies as Manulife, Canada Life and Royal & SunAlliance. During most of his career he focused on the ultra-affluent and 60+ market segments. In 2002, Mike and his wife Joan - both still in their forties and with young children at home - traded in their careers for what has proven to be a very comfortable retirement. Mike is a founding member of both the Canadian and American Initiatives for Elder Planning Studies. He is an accomplished speaker who has spoken at hundreds of diverse events across both Canada and the United States. His talks focus on: the fiscal challenges of an aging population, the financial obstacles in the way of a healthy retirement, and the secrets to effectively marketing to and connecting with the elder population.
*8:00 AM - 9:00 AM*

Daniel Collison BA, CFP, TEP

9:00 AM - 10:00 AM

Dale Barrett LLB, Tax Lawyer


*10:00 AM - 11:00 AM*

Perry Wong	Rob Watson CPA, CA
Strategic Planning: Unlocking the Power of Living Benefits
What Will Advisors Learn from This Presentation? This presentation is tailored for advisors who aspire to enhance their expertise in Living Benefit insurance solutions, which can be seamlessly integrated into financial, retirement, and estate planning conversations with clients and prospects. By acquiring this knowledge, advisors will be better positioned to navigate the business development process, ensuring they can help clients design a secure future, even in the face of life's unexpected challenges. Presentation Overview In this session, we will delve into our company's rich history and mission, demonstrating how you can design a brighter future for your portfolio by incorporating Living Benefits. We will highlight the critical value that our Living Benefit solutions provide to your clients, focusing on the importance of protecting their financial well-being in the event of accidents or illnesses. Furthermore, we will share valuable insights and strategies for effectively positioning and marketing Living Benefits to your clients. You will learn how to articulate the advantages of these solutions, empowering you to expand your client base and enhance overall client satisfaction. Join us to explore how Living Benefits can be a key component in designing a secure and prosperous future for your clients.

11:00 AM - 12:00 PM

Kevin Brady
Director, Corporate Health at NFP Canada Corp., Founder & Director Advica Health

Leading Edge Solutions To Protect Your Biggest Asset - Your Health

When experiencing a healthcare situation - whether physical or mental, finding your way to the right doctors and diagnosis can be a daunting task. Kevin can help guide you, your clients and prospects to some of the best clinics, practices and treatment options to effectively support your clients and prospects healthcare journey right from the beginning.

What will the advisor learn from this presentation?

In this presentation, Kevin shares his story of overcoming life threatening health issues as well as the Top 10 things you can do to protect you and your families health.

Kevin will provide the advisor with the latest advanced testing that is available to detect cancers, heart disease, strokes and other life threatening illnesses.

Presentation Overview

Kevin will discuss leading-edge solutions like advanced analytics for personalized healthcare, preventative technologies, and access to specialized medical expertise, all of which can help your clients and prospects proactively manage their overall well-being.

Kevin will share practical steps that you will be able to implement with your corporate clients that can help with employee retention.

Additionally, he will discuss personal health navigation support that can be used to assist your individual clients and prospects to access the best healthcare solutions available either at home or abroad.

When the advisor knows this information, they will be in a better position to properly advise their clients and prospects as to any additional insurance products that are required to properly cover them now and in the future.

12:00 PM - 1:00 PM

Buffet Lunch Provided - Grand Ballroom

1:00 PM - 2:00 PM

Simon Reilly

2:00 PM - 3:00 PM

Amanda Richards BA CPCA, EPC

Retirement Realities Reimagined: Aligning Financial Plans with Modern Senior Living Options

Are you using yesterday's approaches to plan for today's retiree, or are you planning your future by design?

Join us for this forward-thinking session that equips financial planners with the insights and strategies needed to address the evolving priorities of Canadian retirees. Today's senior living landscape has shifted dramatically - from reactive care models to vibrant, wellness-focused communities that prioritize lifestyle and independence.

What will the advisor learn from this presentation?

The advisor will gain the knowledge and tools to better serve their clients' financial and lifestyle goals, retain their trust, and stand out in a competitive field. Don't miss this chance to future-proof your practice and align with today's retirement realities.

Presentation Overview

In this presentation, Amanda will cover the following points:

* She will highlight the key changes in senior living and the factors driving retirees' preferences.
* Amanda will provide actionable tools and strategies to integrate modern senior living options into holistic retirement plans
* In addition, she will explore partnership opportunities with senior living providers to add value and differentiate your practice.

3:00 PM - 4:00 PM

Gino Stirpe CHS
Vice President of VUMI Canada, Inc

4:00 PM - 5:00 PM

Rod Burylo CIM, FCSI

How to Build the Ultimate Referral Generation Strategy

A lot of financial advisors put much time and energy into finding (and more importantly) closing new business.

Referrals are the lifeblood of a thriving financial advisory practice, often bringing in pre- qualified prospects who are more likely to become loyal, long-term clients. However, many advisors struggle with asking for referrals, fearing they might appear pushy or desperate.

Reputation-based referrals happen when an advisor has such a strong reputation that your clients are confident in referring you and your high-quality products/services and financial solutions to other people they know.

Having a solid referral generation strategy that works is your fastest route to building your business through your existing clients and prospects.

What will the advisor learn from this presentation?

Rod will show the advisors the most valuable techniques that will empower them to design and realize their most successful business and their ultimate future.

Presentation Overview

In this presentation, advisors will learn how to create and implement the very best referral generation strategies. They will learn how to engage clients and centres of influence to produce a steady stream of high quality prospects resulting in increased revenue and client retention.

By the end of this presentation, you will learn how to:

* Prioritize the client experience
* Recognize the peaks and valleys
* Start active listening
* Go beyond the expected

5:00 PM

Closing Remarks, Adjourn & Enjoy Niagara Falls

(Agenda Subject to Change)