Agenda

The current agenda reflects our planned sessions and speakers, but is still subject to updates.

All sessions will be held at the hotel.

Thursday, November 6, 2025
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

 

Speaker:
Macan Nia, Chief Investment Strategist, Manulife

 
9:45 AM - 10:30 AM
Investors Economics Update

 

Speaker:
Carlos Cardone, Managing Director, Investor Economics

 
10:30 AM - 11:00 AM
Refreshment Break & Meet with Exhibitors
 
 
11:00 AM - 11:45 AM
A Discussion about current trends in the industry

 

Industry Representative panel discusses market conduct trends and the distribution model.

Speakers:

  • Marsha Gerhart, General Council, Advocis
  • Geoff Gibson, Vice President, Investment Product and Marketing, Empire Life
  • Additional speakers TBA
 
11:45 AM - 12:30 PM
A Conversation with the Regulators

 

Speaker:
Erica Hiemstra, Head, Insurance Conduct, FSRA
Additional speakers TBA

 
12:30 PM - 1:40 PM
Lunch & Meet with Exhibitors
 
 
1:40 PM - 2:25 PM
Adapting to the evolving investor landscape - Delivering value through a deeper understanding of trends and needs’

 

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 you can stay ahead in a rapidly evolving landscape. This presentation explores the changing needs of investors—driven by shifting demographics, retirement trends, intergenerational support, and healthcare costs—along with insights into client mindsets around money and legacy planning and how the industry needs to adapt to address their financial needs

Speaker: 
Michelle Munro, Director Tax and Retirement Research, Fidelity Investments

 
2:25 PM - 3:10 PM
TCR Communication & Behavioral economics

 

A session focused on TCR

Speaker: 
Dr. David Lewis, Behavioral Scientist and Independent Director

 
3:10 PM - 3:40 PM
Refreshment Break and Meet with Exhibitors
 
 
3:40 PM - 4:25 PM
Selling Seg Funds in different distribution channels

 

How do seg funds play in different distribution channels (e.g. 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 sales of seg funds.


Speaker:

  • Chris Haines, Senior Vice-President, National Director, Raymond James
  • Kirk McMillan, President, The Gryphin Advantage Inc.  
  • Pierre Vincent, Senior Vice-president Distribution, Individual Insurance, Savings and Retirement, iA Financial Group
 
4:25 PM - 4:30 PM
Closing Remarks
 
 
4:30 PM - 6:30 PM
Networking Reception