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.”

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

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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.

Craig Wright, Senior Vice President & Chief Economist, RBC

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

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

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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.

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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?

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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.

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

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

1:00 pm

Succession and Estate Planning: Preserving Wealth for the Next Generation

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

Cross Border Wealth Management Strategies

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, Sartorial Wealth of Raymond James Ltd.

1:45 pm

How to Fund Long-Term Healthcare Issues

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

Show me the Money: Changes affecting compensation

In this hour, we will discuss the mutual fund fee proposals, referral arrangements, settlements with investment fund managers and related OSC staff notice and compensation-related conflicts of interest.

Donna Spagnolo, Partner, Borden Ladner Gervais LLP

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

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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

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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 Exchange Traded Funds

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

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

Perspective clients are hesitant to put their financial future in the hands of just anyone. To gain trust, build your business and establish your brand, it’s imperative to treat your practice as a business. In this session, learn the techniques, tools and tips you need to succeed as an advisor in today’s world.

  • Establishing brand and reputational awareness
  • Crafting a consistent, captivating message and developing a unique value proposition
  • Focusing on a niche segment of clients and understanding their psychology
  • Creating an effective marketing and social media campaign to grow your business
  • Measuring the ROI of your marketing spend

Jeremy Miller, Brand Strategist, Sticky Branding

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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.

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

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

GET READY FOR

Innovation and Strategy Summit

29 May, 2019