Agenda
The current agenda reflects our planned sessions and speakers, but is still subject to updates.
All sessions will be held at the Vantage Venues.
| Thursday, November 6, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8:00 AM - 8:55 AM | Registration and Breakfast G2 on the 16th floor | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:55 AM - 9:00 AM | Opening Remarks Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:00 AM - 9:45 AM | Economic Update
Hear from a leading economist about the latest economic development including the global economic outlook and economic changes resulted from tariffs.
Session will be introduced by Gold sponsor representative, Alex Semenov, Head of Risk Solutions Canada, SAS
Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:45 AM - 10:30 AM | ISS Market Intelligence – Canada’s Financial Wealth: From Evolution to Revolution
Financial wealth ownership is undergoing a rapid transformation in Canada and across global markets. Shifting investor preferences, evolving advice-based and direct-to-consumer (D2C) service models, product innovation, and changing business economics are reshaping the landscape. In this session, ISS Market Intelligence will explore the forces driving this evolution-turned-revolution through the lens of its latest Canadian Household Balance Sheet Report. Drawing on proprietary data and forward-looking insights, the presentation will highlight key trends in household financial behavior, insurance-linked wealth, and how the industry landscape is shifting. Attendees will gain a deeper understanding of: Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:30 AM - 11:00 AM | Refreshment Break & Meet with Exhibitors G2 on the 16th floor | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM - 11:45 AM | A Discussion about current trends in the industry
Industry Representative will discuss industry trends for insurance wealth products related to the regulatory framework, advisors, product and use of technology and AI .
Marsha Gerhart, General Counsel, Advocis Geoff Gibson, Vice President, Investment Product and Marketing, Empire Life Kevin Hwee, Associate Manager, Individual Life Actuarial Services, The Canada Life Assurance Company Moderator, Hande Bilhan, Principal Advisor, Government and Regulatory Affairs, Primerica Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:45 AM - 12:15 PM | A Conversation with FSRA Jean-Simon Farrah, Head, Government Affairs, Industrielle Alliance Erica Hiemstra, Head, Insurance Conduct, FSRAO Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:15 PM - 1:30 PM | Lunch & Meet with Exhibitors G2 on the 16th floor | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:30 PM - 2:15 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.
Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:15 PM - 3:00 PM | TCR Communication & Behavioural Economics
A session focused on TCR
Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM - 3:30 PM | Refreshment Break and Meet with Exhibitors G2 on the 16th floor | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:30 PM - 4:15 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.
Chris Haines, Senior Vice President, National Director Private Client Group, Raymond James Ltd. Kirk McMillan, President, The Gryphin Advantage Pierre Vincent, Vice President, Individual Insurance, Industrielle Alliance Moderator, Kim Barrett, Director, Regulatory and Compliance, LTIMindtree Canada Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:15 PM - 4:20 PM | Closing Remarks Garden Hall | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:20 PM - 6:00 PM | Networking Reception G2 on the 16th floor | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
