Agenda

All sessions will be held at the hotel and conducted in English. Simultaneous French translation will be provided for plenary sessions. 

The agenda is subject to change. Speaker details and session descriptions will be updated as they are confirmed.

Wednesday, May 13, 2026
7:30 AM - 8:30 AM
Breakfast
 
7:30 AM - 4:30 PM
Registration and information desk open

Check in and pick up your badge.

8:30 AM - 8:40 AM
Opening Remarks from Your Conference Co-Chairs

Welcome to Saint-Sauveur and the CLHIA Compliance and Consumer Complaints Annual Conference!

Join the Conference Co-Chairs as they kick-off the conference.

Noel Brackney, Primerica 
Vicky Carrier, Desjardins  

8:40 AM - 9:10 AM
Tone at The Top: A Fireside Chat

 

Speaker:
Jean-Michel Lavoie, National Bank Insurance

9:10 AM - 10:10 AM
Chief Compliance Officers Panel

A panel of insurance industry Chief Compliance Officers will discuss their key priorities and challenges.

Panelists: 
Gadhi Cruz, Swiss Re
Catherine Laspina, Canada Life
Julie Rochette, Industrial Alliance

Moderator: Hartley Lefton, McCarthy

10:10 AM - 10:30 AM
Refreshment Break
 
10:30 AM - 11:30 AM
MGA Regulation and Licensing: A Discussion of Developments Across Canada

 

Speakers:
Lyne Duhaime, CLHIA
Marsha Gerhart, Advocis
Adrien Legault, CAILBA

Moderator: Craig Bellefontaine, Fasken

11:30 AM - 12:10 PM
Comparing and Contrasting Insurance and Securities Regulation

This session will compare and contract securities and insurance regulatory approach. Hear about lessons learned from the securities industry, what to include and what to leave behind.   

Speaker: 

Donna Spagnolo, BLG 

12:10 PM - 1:30 PM
Francophone Luncheon

Join an open discussion on current issues in life and health insurance in the province of Quebec. 
 
Vicky Carrier, Desjardins
Mathieu Lalonde, ACCAP 

Lunch
 
1:30 PM - 2:15 PM
Federal Regulatory Update/ OSFI Update

This session will provide an update on federal developments affecting our industry. They will discuss the expectations of our main federal regulator, OSFI, and will briefly touch on changes to federal legislation and regulation.

Panelists:
Tim Pavlov, Stikeman Elliott
Melissa Prado, Torys LLP

2:15 PM - 2:25 PM
Transition Break
 
2:25 PM - 3:25 PM
Workshop A1 - Fair Treatment of Customers: Responding to Regulatory Exercises (members only)


Panelists:
Kim Hayes, Manulife
Christine Jewell, Empire Life


 

Workshop A2 - Group Retirement and Unclaimed Property Developments


Panelists:
Marie-Chantal Cloutier, Canada Life
Maria-Gilda Guerra, Desjardins

Workshop A3 - Quebec Complaint Handling Regulation (Members only)

 

The Autorité des marchés financiers (AMF) Regulation respecting complaint processing and dispute resolution in the financial sector came into force on July 1, 2025. Join us to learn about troubleshooting implementation challenges.

Speakers:
Nathalie Barbosa, Sun Life
Vicky Carrier, Desjardins 
Jean-Patrice Dozois, Canada Life
 

3:25 PM - 3:40 PM
Refreshment Break
 
3:40 PM - 4:40 PM
Connectivity Through Humour - Keynote by Kate Davis

 

Hear from international keynote speaker Kate Davis who blends comedy and science to reframe stress, strengthen connection, and build resilience. Read bio.

Speaker:
Kate Davis, Comedian

4:40 PM - 4:45 PM
Closing Remarks
 
5:30 PM - 7:00 PM
Welcome Reception

Join us for refreshments and networking

7:00 PM
Enjoy your evening in Saint Sauveur

Please make your own reservation

Thursday, May 14, 2026
6:30 AM
Wellness Walk in Saint-Sauveur

Meet in the hotel lobby 

7:40 AM - 8:40 AM
Breakfast
 
8:40 AM - 8:45 AM
Kick-off Day 2 remarks
 
8:45 AM - 9:30 AM
AI Session

Insights on AI from a regulatory, compliance and risk perspective

Speaker:
Elisabeth Lamarche, Manulife

9:30 AM - 10:00 AM
A Fireside Chat on CLHIA Priorities

 

Hear about the CLHIA’s strategic priorities.

Speaker:
Lyne Duhaime, CLHIA

Moderator: Lynne Chlala, Blue Cross Life

10:00 AM - 10:30 AM
Refreshment Break
 
10:30 AM - 11:30 AM
Insurance Councils New Developments


Speakers:
Amina Deiab, Alberta Insurance Council
Janet Sinclair, Insurance Council of BC

11:30 AM - 12:10 PM
Legal Privilege and How it Interacts with Compliance

 

When is privilege lost, waivers , case study 

Speaker:
Laurie LaPalme, Dentons
Arthur Hamilton, Dentons

12:10 PM - 12:15 PM
Election of Executives of Compliance and Consumer Complaints
 
12:15 PM - 1:30 PM
Lunch
 
1:30 PM - 2:30 PM
Regulatory Perspectives (from Across Canada)

It’s time to hear from a panel of provincial insurance regulators. Our panelists will discuss their regulatory priorities, perspectives on current issues in life and health insurance and where they see our industry headed in the future.

Panelists:
Nez Aquino, BCFSA
Louise Gauthier, AMF
Antionette Leung, FSRA

2:30 PM - 2:40 PM
Transition Break
 
2:40 PM - 3:40 PM
Workshop B1 - Pharmacare Update- Alberta Health Care Changes

 

Speaker: 
Barbara Carnegie
, CLHIA 

 

Workshop B2 - Workshop with OLHI (Members only)

 

Speakers:
Dorothee Beaupre Bernier, OLHI 

Sherri Langford, CLHIA

Workshop B3 - Embedded Insurance in Québec: Credit Cards, Group Programs, CFAR and Travel Insurance under Alternative Distribution Programs and the DWR Regime

 

An overview of Québec’s regulatory framework applicable to embedded insurance products—including credit card insurance, travel insurance, CFAR protections, and group insurance. This session will address the obligations applicable to alternative distribution methods and the Distribution Without a Representative (DWR) regime, while highlighting the expectations of the regulatory authority, key risk areas, and best practices for insurers conducting such activities in Québec.

Speaker: 
Nathalie Durocher, Dentons 

3:40 PM - 4:00 PM
Refreshment Break
 
4:00 PM - 5:00 PM
Women’s Health – Challenges and Opportunities


Speaker:
Dr. Stephanie Moynihan, Dialogue 

5:00 PM - 5:05 PM
Wrap-up
 
6:30 PM - 10:00 PM
Special Event
 
Friday, May 15, 2026
7:25 AM - 8:25 AM
Breakfast
 
8:25 AM - 8:30 AM
Kick-off Day 3 Remarks
 
8:30 AM - 9:15 AM
AI Generated Complaints


Speakers:
Jill McCutcheon, Torys LLP
Melissa Prado, Torys LLP

9:15 AM - 10:00 AM
AML


Speaker:
Gabriel Querry, Langlois

10:00 AM - 10:20 AM
Refreshment Break
 
10:20 AM - 11:05 AM
Quebec Political Update and Compliance Implications


Speakers:
Jean-Simon Farrah, IA
Bernard Brun, Desjardins

Moderator: Dominique Biron-Bordeleau, CLHIA

11:05 AM - 11:15 AM
Conference Closing Remarks
 
12:00 PM
Airport Shuttle #1

Registration is required

To reserve a spot for the provided shuttles, please indicate in your registration. Learn more.

2:00 PM
Airport Shuttle # 2

Registration is required

To reserve a spot for the provided shuttles, please indicate in your registration. Learn more.