Name
Segregated funds Distribution: Embracing Change and Navigating Growth, Regulation and Distribution in an Integrated Wealth Landscape
Date & Time
Tuesday, November 3, 2026, 3:30 PM - 4:30 PM
Speakers
Sean Downey, President & CEO, Financial Horizons, Financial Horizons
Geoff Gibson, Vice President, Investment Product and Marketing, Empire Life
Jonathan Schjott
Joseph Trozzo
Sean Downey Geoff Gibson
Description


Segregated funds experienced a significant resurgence in 2025 with new premiums reaching nearly $20 billion. Product innovation, growing demand for estate-planning solutions, the adoption of ETF-based structures, and changing demographics are driving renewed interest, particularly for integrated wealth planning. At the same time, firms are adapting to a more complex regulatory environment with refreshed suitability requirements, MGA licensing, and Total Cost Reporting (TCR) on the horizon.
 

Location Name
Loft 1 and 2
Full Address
Arcadian Loft
401 Bay St. 8th Floor
Old Toronto
Toronto ON M5H 2Y4
Canada