Speaker: Cynthia Hébert, Senior Counsel, Desjardins

Hear a leading economist weigh in on the Canadian economic outlook and what the future might hold.

Speaker: Philip Petursson, Chief Investment Strategist, IG Wealth Management   

Hear about innovative ideas for optimizing income in retirement that apply to both individual investors and group retirement customers. 

Speaker: Eric Monteiro, SVP, Group Retirement Services, Sun Life  

The panel will discuss regulatory priorities affecting insurance wealth products from regulators’, insurers’ and independent distributions’ points of view. 

Speakers:  
Aly Damji, President, HUB Capital  
Huston Loke, Executive Vice President, Market Conduct, Financial Services Regulatory Authority of Ontario (FSRA)
Louise Gauthier, Senior Director, Distribution Policies, Autorité des marchés financiers (AMF)
Pierre Vincent, Senior Vice President, Distribution and Development of Insurance Products, IA Financial Group

Moderator: Jill McCutcheon, Partner, Torys  

An industry expert will discuss how the industry continues to go through rapid change. This presentation will explore industry-level trends for wealth management including products, sales, distribution, and demographic trends. There will be time for Q&A – so come ready with questions! 

Speaker: Goshka Folda, President and CEO, Investor Economics 

This session will present current issues being addressed by Fundserv and Fundserv’s Segregated Funds Council, such as electronic money-movement, the elimination of cheque settlements as of June 2024, the transition to T+1 (May 2024) and how carrier segregated fund digital applications fit with the Fundserv model.

Speakers:  
Kim Barrett, Director, Regulatory & Compliance, LTIMindtree
Ryan Delyea, Relationship Manager, Fundserv  

Interest rates are the highest they’ve been in over a decade!  What does this mean for annuities?  This session will discuss recent trends, marketing & position practices and product development opportunities to help the industry chart the path ahead.

Speakers: 
Gary Baker, Chief Operating Officer, CANNEX Financial Exchanges
Peter Wouters, Director, tax retirement and estate planning, Empire Life

Moderator: Jana Nagulan, Senior Director, Product & Consulting, LTIMindtree Canada

Learn from insurers, distributors, and service providers about how to implement total cost reporting. 

Speakers:  
Dave Howarth, SVP, Operations at Primerica Financial Services 
Kevin Hwee, VP, Product Design and Pricing, Wealth Solutions, IWIS, Canada Life

Moderator: Kim Barrett, Director, Regulatory & Compliance, LTIMindtree  

This session will delve into market conduct matters concerning segregated funds, examining their parallels and distinctions from the securities industry. 

Speakers:  
Geoff Gibson, Vice President, Investment Product and Marketing, Empire Life  
Kim Hayes, Global Head, Market Conduct Compliance, Insurance, Manulife

Speaker: Rubeena Khan, Product Manager, Empire Life