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

In this session our host will chat with FSRA about regulatory priorities and the big issues of the day including the CCIR consolidated guidance for segregated funds, regulation of MGAs and the adoption of technology. 

In this session, industry experts and regulators will guide you through the entire TCR process. We'll start with what regulators expect, delve into operational framework expectations from industry leaders, and conclude with specific implementation requirements for seg funds.

Session sponsor and opening remarks: Nick Petruccelli, Executive Director, Business Development, CIBC Mellon

Sponsored by  

Hear how insurance companies are implementing new segregated fund performance, guarantee, and total cost reporting requirements into their client statements.

Session sponsor and moderator: Kim Barrett, Director, Regulatory Compliance,  LTIMindtree 

Sponsored by

The current CLHIA President will talk with our retired CLHIA General Counsel about history of the conference and key regulatory initiatives over the past 25 years. 

Retirement income planning is one of the most pressing challenges facing our industry. With a staggering one third of Canadians struggling to plan for their golden years and 5 million set to turn 65 this decade, the time to act is now! Enter the new era of decumulation with Jean-Michel Lavoie from Sun Life, who will share more about their new revolutionary target age solution, Sun Life MyRetirement Income. Canadians need more choice in retirement – they want predictable income, flexibility, and growth potential, but they’re also worried about outliving their savings. Coupled with engagement and advice, this solution is another tool on the shelf to help Canadians achieve lifetime financial security and is filling an important gap in the decumulation landscape. 

Join us for an insightful session that delves into the landscape of insurance distribution, driven by evolving regulatory expectations for insurance intermediaries. Our expert panel will provide valuable perspectives and predictions that will help you navigate the complexities and opportunities of the insurance industry today and in the future. 

An industry expert will discuss how the industry continues to go through rapid change. This presentation will explore industry-level trends for wealth management from the demographics of clients and household wallet, through products and distribution models, to evolving competitive frameworks.

In this session, panelists will discuss how products have changed over the past 25 years, current product trends and how technological changes and artificial intelligence are shaping the future.

Join us and your fellow attendees to connect and reflect on the insights shared throughout the day.