Agenda

Before heading to the conference, why not stop by the Sunhill Dining Room for breakfast and start your day off right?

To kick off the conference, we will begin with opening remarks that will set the tone for the event, provide an overview of what to expect, and highlight key themes and objectives. It's an opportunity to welcome everyone, acknowledge our sponsors, and outline the day's agenda, ensuring that all participants are aligned and ready for a productive and engaging experience.

Uncertainty regarding economic growth, inflation, central bank policies, and valuations has created a challenging environment for advisors to position client portfolios for the near-term and long-term investment opportunities and risks. In this timely session, Franklin Templeton Investment Solutions’ Michael Greenberg will share the team’s views on Canadian, U.S., and global markets as well as the macro themes that are driving the outlook for key asset classes.

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CE Eligible

Take a break and recharge!

In today’s economic environment, retirees will have to adjust their retirement planning to meet a number of evolving challenges. Please join us for a conversation with David De Pastena, VP of National Accounts & Portfolio Solutions, as he shares essential insights and valuable strategies such as the “Paycheque portfolio” to shift your focus from accumulation to generating consistent cashflows to meet today’s retirement realities head-on.

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CE Eligible

Provides planning tools and strategies (including use of wills, beneficiary designations, trusts, estate freezes, insurance and enduring powers of attorney) to allow a spouse to give financial support to his/her spouse who is not a parent of his/her children, both after death or during mental incapacity. Also discusses how to provide an inheritance for those children from prior relationships. This discussion takes the form of a case study where one of the spouses is an entrepreneur operating a business through a private company.

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CE Eligible

Bon Appétit.

Advisors play a crucial role in shaping their clients’ financial decision-making, steering them away from unfavourable emotional choices and towards a disciplined investment mentality. This presentation delves into the intricacies of investor behaviour, offering advisors practical strategies for behavioural coaching with the goal of transforming them into skilled investor managers. In this presentation, advisors will learn to: Detect and address potentially harmful client behaviors. Recognize and steer clear of the top six behavioural coaching mistakes that can hinder clients’ progress and development.

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CE Eligible

The Ninepoint Capital Appreciation Fund is constructed with various asset classes that have low correlation to each other to improve portfolio overall risk-adjusted returns. The fund is an accessible way to access sophisticated investment strategies.

Take a moment to relax and refresh!

​Realize the need for a backup plan, the importance of having written a plan that includes a “pivot plan” and how to start this important discussion with your clients.

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CE Eligible

We will encourage you to take this evening to reflect on the day’s sessions, connect with your peers, and prepare for another day of learning and collaboration tomorrow. Your dedication is crucial to the success of this conference, and we look forward to the continued dialogue and shared achievements.

Escape the ordinary and indulge in an enchanting evening of cocktails under the stars. Join us for a sophisticated soirée featuring a Martini Bar (shaken, not stirred) on a picturesque covered patio. Enjoy an oyster bar and an array of delicious hors d'oeuvres as we gather for a night of elegance and delight.

Join us for an evening of high stakes, excitement, and glamour as we turn the Imperial Ballroom into a dazzling casino-themed extravaganza. If you’re seeking thrills and entertainment, we offer a range of options to suit every taste, promising a night brimming with excitement and enjoyment.

Dance the night away as we groove to an incredible lineup of the greatest hits, spanning from the iconic tunes of the 60s to today's chart-toppers. Let the music guide you through the decades and enjoy an unforgettable night of rhythm and fun!

Before heading back to your hotel room, be sure to treat yourself to the gourmet delights available in the lobby.

We hope you had a wonderful time and thoroughly enjoyed your evening. Thank you for joining us, and we look forward to seeing you in the morning. Rest well and sweet dreams!