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Tuesday September 16, 2025
Grand Ballroom
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6:30
AM - 7:45 AM |
Breakfast and Registration in Grand Ballroom |
7:45 AM Sharp -
8:00 AM |
Your Emcee For The Conference |
Introducing 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. |
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8:00 AM - 9:00 AM |
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Introducing TBA
Sponsored by our Platinum Sponsor Serenia Life |
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9:00 AM - 10:00 AM |
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Introducing Bill
Bishop
Sponsored by our
Platinum Sponsor Bill Bishop's BIG IDEA Company |

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10:00 AM - 11:00 AM |
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Introducing
Michael Danks CLU, AIIC, EPC
Sponsored by our
Platinum Sponsor ibcgroup.ca |
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11:00 AM - 12:00 PM |
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Introducing Ayal Alalouf
Sponsored by our Platinum Sponsor Foresters
Financial |
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Buffet Lunch Provided - Grand Ballroom |
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1:00 PM -
2:00 PM |
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Peter Curtis P1
Sponsored by our Platinum Sponsor Disability Tax
Results Inc. |
Using Disability Tax Credits (DTC) &
the Registered Disability Savings Plan (RDSP) as
Part of Your Planning Process
Presented by Peter Curtis CEO, P1 - Sponsored by
Disability Tax Results Inc. |
The disability tax credit (DTC) is an important
program for those facing severe and prolonged
physical or mental impairment. Some individuals
face unique barriers when it comes to completing
their application and claiming the credit.
In addition, understanding the benefits of
an RDSP offers individuals the ability to
provide financial security for those who may be
dealing with either a cognitive or physical
disability or are caring for a family member
with cognitive or physical disabilities.
What
will the advisor learn from this presentation?
In this presentation, the advisor will
leave with a better understanding of the DTC and
how to help parents and others save for the
long-term financial security of a person who is
eligible for the disability tax credit (DTC).
Financial advisors have a tremendous
opportunity to help provide Canadians affected
by disability with a secure financial future by
introducing the Disability Tax Credit (DTC) and
the Registered Disability Savings Plans (RDSPs)
into their financial plans to look after present
and future needs.
Presentation
Overview
Peter will be
speaking on the eligibility requirements for the
Disability Tax Credit, who can qualify,
potential refunds, and other credits and
benefits. He will discuss the RDSP benefits,
grants and bonds, explain government matching,
and how to grow your book of business through
the RDSP and residual assets.
Peter
will address the issue that by working with a
Financial Advisor who specializes in the special
needs market, the elimination of financial
support can be mitigated.
Financial
products such as the Registered Disability
Savings Plan (RDSP), Segregated Funds, Life
Insurance and the Henson Trust are considered
ODSP exempt assets and can be used to prevent
the loss of financial support. |
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2:00 PM -
3:00 PM |
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Ahilan (AKIL) Balachandran
B.Comm, CFP, CLU, CHS, EPC
Sponsored
by our Platinum Sponsor BlueMind |
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3:00 PM -
4:00 PM |
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4:00 PM -
5:00 PM |
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Introducing
Peter Wouters RFG., AIAA., ARP., TEP.,
FLMI., RHU., CFP., CLU., CHFC., ACS.,ALHC., CPCA., CHS.,
AFSI., EPC
Sponsored by our Diamond
Sponsor Canadian Initiative for Elder Planning
Studies (CIEPS) |
Presentation
Overview
Experience
alone is becoming less important because the
world is changing and changing rapidly.
Expectations are changing and increasing as
well. Technology is becoming ever more available
and advanced, taking over many of the tasks we
used to do and claim as our value proposition.
How can we differentiate ourselves from machines
and programs, while using them to great effect?
This presentation will take advisors on
a journey where they will be reminded of the
importance of trust, holistic planning,
communicating effectively with clients,
associated financial & estate planning
considerations and the rising client need for
and expectation of lifestyle planning and what
that means.
What will the advisor learn from this
presentation?
Your
future by design; how do you view that? Your
future? Your clients' future? Perhaps both?
What do we mean by design? Certainly, it
infers doing something deliberately, based on a
blueprint, a plan or a recipe.
Who wants
to be more successful? Who wants to develop
longer term client relationships more easily and
with added glue? Who wants to be perceived as
adding more value and being more valued?
Invest some time
into exploring and incorporating these key
takeaways:
1. Understanding the
relevance of connecting with people more
deeply,
2. Understanding the power of
process, and building that into your business
and action plan, and
3. Tying this all into
improved and sustainable practice management.
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5:00 PM |
Closing Remarks, Adjourn & Enjoy Niagara
Falls
(Agenda Subject to Change) |
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specializing in 2-day 15 CE credit seminars and online CE courses.

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