Schedule

“This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.”

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

James Burton, News Editor, Wealth Professional

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

The global economy is set to grow 3.6% in 2019. However, as tensions between international governments erupt into trade-war and sanctions, how will financial markets be impacted? Is US growth slowing down and are emerging markets taking the lead? Get an informed analysis on key developments in the macro-economic and geopolitical landscapes, their impact on investment strategies and how emerging risks will impact your clients’ portfolios.

Dawn Desjardins, Vice President & Deputy Chief Economist, RBC

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Machine learning and AI will transform the business of wealth management. With better data and analytics, emerging solutions will deliver deeply personalized service that guides both customers and advisors towards improved behaviors and outcomes.

Sarah F. Hoffman, VP, AI and Machine Learning Research at Fidelity Investments

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Advisors have sought a practical tool to increase diversification and enhance risk-adjusted returns for their client portfolio’s and liquid alternatives facilitate many nontraditional investment strategies that were once only being implemented by large institutional investors. This session will explore multiple processes of successfully implementing liquid alternative investment strategies and look at innovative ways to stay ahead of the curve.

Myles Zyblock, Chief Investment Strategist, Dynamic Funds

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

In the current Canadian marketplace, there are over 500 exchange-traded-fund (ETF) tickers. With so many various types of ETF options available, it is imperative to understand which best suit your clients' unique requirements. In this session, we will discuss which innovative ETF strategies have been successful and attracted the most capital? Who are the losers and winners? How can advisors take an innovative approach in selecting the right ETFs?

Steve Hawkins, President and CEO, Horizons ETFs

Som Seif, President and Chief Executive Officer, Purpose Investments

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Fixed income remains the most challenging part of the puzzle for investors today. As we slowly climb our way out of the lowest rate environment in history, fixed income investors continue to feel the pain of rising rates. In this session, our panel of experts will share their views on where they see rates moving in the future and where the opportunities for yield present themselves today.

Matt Montemurro, Director, Portfolio Manager, BMO Global Asset Management

Daniel Stanley, Director, BMO Global Asset Management

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

As baby boomers get older, we are about to enter the largest transfer of wealth in history. It’s critical to start this conversation now as 70% of wealth transfers are unsuccessful due to familial issues. In this session, we will discuss wealth transfer issues, estate planning, tax efficient tactics and creative solutions of how advisors can connect with the next generation.

Tom McCullough, Chairman, CEO and CIO, Northwood Family Office

Justin Mastrangelo, Partner, Transaction Tax, BDO

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Long-term care is most often overlooked and an unsolved problem for millions of people. In this session, understand the current challenges and demographic disruptors that are changing the way advisors deal with families and seniors needs.

  • Statscan current and projected demographic shift
  • Implications to Canada’s social programs such as CPP, OAS, OHIP
  • Cost of care case study
  • Probability of requiring care
  • Care options
  • Budgeting for long term health
  • Common assumptions
  • The financial risk to female caregivers
  • Starting the conversation with your clients

Neela White, Portfolio Manager, 3Macs, a division of Raymond James

Amanda Stacey, Partner, Norton Rose Fulbright LLP

Brian Burlacoff, Advisor, Sun Life Financial

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

In today’s world, it’s not uncommon for people to take up temporary or permanent residence in other countries. This transition requires proper financial and tax planning and investment management. In this session, experts will share best practices for cross-border wealth management solutions to for Canadian clients living in the U.S. and Americans residing in Canada. Learn about:

  • RRSPs and RRIFs for Canadians living in the US.
  • IRAs for Americans living in Canada.
  • Investments for Americans wanting Canadian securities.
  • Investment accounts for US-resident children of Canadian-resident parents.
  • Discretionary and non-discretionary portfolio services in both currencies

Elena Hanson, Managing Director, Hanson Crossborder Tax Inc.

Shiraz Ahmed, Financial Advisor & Associate Portfolio Manager, Sartorial Wealth of Raymond James Ltd.

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Ignoring the lightning speed of digital transformation is the single most damaging threat to your clients’ investment portfolio, but it doesn’t have to be this way.  Why not shift this threat into a sustainable competitive advantage for you and your clients?  Find out why investing in high-tech achievement is a prudent long-term approach.  During this enlightening and action-packed presentation, you will learn how to:

  • Discover emerging opportunities from disruptive technologies
  • Invest in the digital age using ETFs
  • Connect with the millennial investor
  • Work smarter, instead of harder and for your clients’ benefit
  • Determine what advisory action you can take today

Dr. Nick Bontis, Board of Directors, Harvest Portfolios Group Inc.

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

It’s no secret that AI and robotic technologies are disrupting the financial services industry. RAAI (Robotics, Automation & Artificial Intelligence) technologies and applications have rapidly become central to every industry. As volatility returns, long-term investors should buy the troughs, not the peaks. Major corporations are gearing up for a surge in robotics and AI-based technologies over the next decade. It’s time for investors to position for this growth.

In this session, we will cover:

  • Now is the time to focus on investing- and staying invested- in the future growth of what has been called the most important investment opportunity of our generation- RAAI. We will discuss the importance and how to incorporate ROBO in client portfolios
  • Growth Opportunity in Robotics, Automation and Artificial Intelligence (RAAI) relative to S&P and other traditional indices. 60% of the index is invested globally providing unique and needed global diversification.
  • Discuss the growth of RAAI across various sectors and geographies.

William Studebaker, President & CIO, ROBO Global

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

The five best words you can hear a client say are, “That’s interesting. Tell me more.” When say that, you’ve caught their attention. They’re listening and responding. They’re having a conversation. This is powerful, because conversations make your brand sticky. In this interactive keynote, Jeremy shows you how to use your marketing to spark engagement with prospects, clients, and centers of influence. You will learn how to engage your market early and often so clients choose your brand first.

Jeremy Miller, Brand Strategist, Sticky Branding

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

Being successful (in anything) is a formula.

Ann Kaplan argues and presents the key factors that anyone can apply to be successful; starting from any point in their life. Younger, older, in debt or underachieving, virtually anyone can gain the mind set to achieve financial and personal success.

A working mother, award winning author and television star, MBA, MSC and Doctor of Business and CEO in Finance - Ann has applied these principals and researched the strategies of other successful leaders to present precise, real and compact strategies to her latest book "How to Be Successful in Spite of Yourself" and to present to you in her keynote address.

Ann Kaplan, CEO, iFinance Canada.

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

View Details

Location: Hall 1, Building A , Golden Street , Southafrica

GET READY FOR

Innovation and Strategy Summit

29 May, 2019