Agenda
Below is the agenda for the upcoming conference.
Theme of the 2024 conference is 25 Years together: The Journey Continues
| Tuesday, November 5, 2024 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4:30 PM - 4:35 PM | Closing Remarks | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:35 PM - 6:30 PM | Networking Reception
Join us and your fellow attendees to connect and reflect on the insights shared throughout the day.
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| Wednesday, November 6, 2024 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:00 AM - 8:55 AM | Registration and Breakfast | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:55 AM - 9:00 AM | Opening Remarks | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:00 AM - 9:45 AM | Economic Update
Hear a leading economist weigh in on the Canadian economic outlook and what the future might hold.
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| 9:45 AM - 10:30 AM | Investors Economics Update Have the following topics addressed in this update: trends on seg fund distribution, pull back by the dealer market for this product due to getting rid of GWMB products, Leads on what is happening in the industry (threats vs opportunity) , who is the seg fund customer. Speaker: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:30 AM - 10:50 AM | Refreshment Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:50 AM - 11:30 AM | Trends in the industry with a specific focus on CCIR Consolidated Guidance and market conduct reform. In what direction is the market moving and what is the regulator response to this. Address the following trends: Market conduct reforms, CSA (Canadian Securities Association) specifically relating to regulations and changes. High-level industry representatives talking about market trends, market changes and the distribution model. Speakers: Steve Braugiroux Associate Vice President - National Bank of Canada Jocelyn Courcelles VP - Fundata Canada Inc Tim Miflin Senior Manager, Market Conduct Insurance Policy - FSRA Ronald C. Landry Vice President, Head of Asset Manager and ETF Solutions - CIBC Mellon James Stares Director, Head of Solutions and Services - FundSERV Inc. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:30 AM - 12:15 PM | Regulator Response CCIR consolidated guidance will apply in all jurisdictions, how is this being managed by the regulators? MGA regulation Speakers: Brad Allgood AVP & Senior Counsel - Sun Life Financial Kim Barrett Director, Regulatory and Compliance - LTIMindtree Canada David Howarth Senior Vice-President, Investment Operations - Primerica Heather Murrell Director, Funds Product Design and Pricing, Wealth Solutions - The Canada Life Assurance Company | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:15 PM - 1:30 PM | Lunch Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:30 PM | Welcome back remarks
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.
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| 1:30 PM - 2:15 PM | Retirement then and now – 20 years of the Fidelity Retirement Report According to 2025 Fidelity Retirement Report, most investors feel that retiring today is more complex than it was 20 years ago. Join Fidelity retirement expert Michelle Munro as she draws from two decades of retirement research, highlighting the trends driving this sentiment and how, year after year, proper financial planning continues to be the cornerstone of a secure retirement. Speaker:
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| 2:15 PM - 3:00 PM | TCR Communication / Behavioral economics Speaker:
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| 3:00 PM - 3:20 PM | Refreshment Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:20 PM - 4:00 PM | TBA
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.
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| 4:00 PM - 4:45 PM | Distribution Panel: How do seg funds play in different distribution channels (eg) direct, MGA, CIRO – investment dealer and mutual funds dealer) and what are the challenges and market opportunities. What are the types of consumers and how this affects the marketing of the product. How has the current economic environment affected the marketing of the product. Speakers:
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