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
Future-Ready Growth: Leveraging Technology to Work Less and Scale with Ease
Ready to grow your advisory business without working longer hours or sacrificing client relationships? In this high-impact session, you'll discover practical strategies to scale your practice with more ease, freedom, and intention. This session is designed for advisors who want to elevate their business model, streamline their operations, and create more time for what matters - whether that's deeper client work, business development, or a better work-life balance. You'll learn how to standardize your client experience, automate back-office tasks, delegate effectively, and build a marketing engine that attracts right-fit clients consistently. We'll explore how to segment your service model, implement time-saving technologies, and track the KPIs that actually move the needle. Most importantly, you'll walk away with a clear vision of your ideal practice - and a roadmap to get there. What Will The Advisor Learn From This Presentation? In this presentation, Dan will show the advisor will learn the following: * How to free up 10+ hours per week without sacrificing service * The systems and tools that top advisors use to scale * A step-by-step method to design your ideal week * How to create a practice that grows - and runs - with a lot less YOU time If you're ready to work smarter, serve better, and grow faster, while gaining more free time - this session is for you. Future-Ready Growth: Leveraging Technology to Work Less and Scale with Ease sets the stage perfectly for a high-value, actionable presentation. Presentation Overview During the presentation, Dan will : 1. Clarify Your Ideal Client and Value Proposition 2. Standardize and Systematize Your Client Experience 3. Automate the Admin 4. Delegate to Elevate 5. Productize Your Planning Process 6. Leverage Digital Communication at Scale 7. Build a Lead Generation Machine 8. Create a Tiered Service Model 9. Track the Right KPIs for Growth and Freedom 10. Design Your Ideal Week - and Stick to It
9:00 AM - 10:00 AM

Dale Barrett LLB, Tax Lawyer
Wills, POAs & Estate Planning For Canadians: A Concise Guide
An estate is a legal term used to describe the assets (money, property and personal items) and debts a person leaves when they die. An estate plan helps ensure your wishes are followed after your death, including what happens to your money, property and personal items and who will manage your estate. Estate plans can help protect your family from having to make difficult choices about your estate when they are grieving. One of the most common ways to plan for your estate is to make a will. What Will The Advisor Learn From This Presentation? This presentation will provide essential resources for anyone looking to understand the intricacies of estate planning in Canada. It will address a wide range of topics from the creation of a will to the complexities of probate and tax implications upon death. The presentation is designed to help your clients and prospects safeguard their assets and ensure their wishes are honored without undue stress on family members. This presentation will ensure that the attendees are well-equipped to make informed decisions about not only their own estate planning, but also the estate planning for their clients and prospects with the goal of providing peace of mind that their legacy and loved ones are well cared for. Presentation Overview Dale will cover all of the following points so that you have a better understanding about the mechanics of wills, estate planning and POAs: 1. Foundational Concepts 2. Creating a Will 3. Creating a Power of Attorney 4. Trusts and Estate Tools 5. Tax Planning 6. Probate Process 7. Special Circumstances 8. Case Studies
*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

Your Future by Design - From Advisor to CEO to Legacy

What if your future wasn't something to retire into - but something to design now? In this energizing and transformational presentation, Simon Reilly will take you beyond the traditional success formulas of the financial industry and into a new model of leadership, succession, and legacy.

Drawing from decades of coaching and consulting agency owners and financial advisors, Simon reveals how mastering your attitude and activity lays the foundation for stepping into your true CEO identity - an identity that allows your business to grow without sacrificing your peace of mind or purpose.

Through real-world case studies, including a founder evolving into the CEO role and preparing the business for succession, Simon illustrates how values-based leadership and behavior alignment can clear the roadblocks to scaling your team, installing systems, and eventually preparing for a future beyond the day-to-day.

What will the advisor learn from this presentation?

Simon will introduce the advisor to a bold new concept: Phase 5 of Retirement - an evolution of purpose for leaders who aren't "retiring", but are ready to distill, mentor, and live in sovereign rhythm. Traditionally, retirement is seen as a four-phase journey: Vacation, Loss, Trial & Error, and finally, Reinvention with Purpose. But what if you've already been living with purpose for decades? Phase 5 is for those who aren't stepping away from work - but stepping deeper into a life designed around wisdom, spaciousness, and legacy.

This presentation will benefit the following financial professionals:

* Financial advisors who are transitioning into agency leadership.
* Agency founders ready to scale or explore succession.
* Professionals seeking a new definition of work-life balance and future fulfillment.
* Leaders who are interested in values-based hiring, team alignment, and long-term business design.

Presentation Overview

In this presentation, Simon will cover the following points:

* Break through the mindset barriers that limit your growth as an advisor or founder.
* Step fully into the CEO role and design a business that runs with clarity and confidence. Align your team through behavior and values-based assessments for hiring and development.
* Approach succession planning as a leadership evolution - not a crisis or exit.
* Redefine retirement as a conscious legacy phase rooted in wisdom, impact, and freedom.

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)