FP Summit Agenda

7:00 AM

7:30 AM - 8:15 AM

Registration

Breakfast

8:15 AM - 8:30 AM

Opening REMARKS

8:30 AM - 9:30 AM

Making Choices III - ETHICS & PROFESSIONAL RESPONSIBILITY

Jacqueline Knoblauch, CFP, CLU | Insurance Planning Specialist, Raymond James

9:30 AM - 10:15 AM

Investments - Fixed Income & MORE

BeiChen Lin, CFA, CPA
Investment Strategist | Russell Investments

10:15 AM - 10:30 AM

Break

10:30 AM - 11:15 AM

Estate PLANNING PITFALLS

Benjamin Buckingham, BA, JD
Senior Trust Advisor | Solus Trust Company

11:15 AM - 12:00 PM

The 100 Year plan & high net worth concepts

Sanju Sukul, B.Comm., CPA, CA, CFP, TEP
Tax Consultant | Canada Life

12:00PM - 1:00 PM

lUNCH

1:00 PM - 1:45 PM

General Tax Update – A Pulse on What’s Happening

Tony Lee, CPA, CA, TEP, LLM (Tax)
Assistant Vice President, Tax and Estate Planning | Manulife

1:45 PM - 2:30 pm

The financial risks facing retirees & your role as advisor

Joe Basque, CFP, CIM
Wealth Advisor | Westmount Wealth Management Inc.

2:30 PM - 2:45 PM

BREAK

2:45 PM - 3:30 Pm

The art & science of nudging: Transforming Investment Behaviours

Luana Carcano, Ph.D
Lecturer and Academic Director, Undergraduate Program (Minor) | Beedie School of Business at Simon Fraser University

3:30 Pm - 4:00 Pm

ADVOCIS/ MEMBERSHIP/ADVOCACY

Eric Lidemark, CFP, CLU, CH.F.C., CHS
Owner, Certified Financial Planner | Lidemark Financial Group Inc.

Saskia Vermeulen, CFP, CHS
Principal, Senior Advisor & Group Insurance Advisor | Southlands Financial Services

Kaitlyn Berg
Sales Director | ivari Canada

4:00 Pm - 4:45 PM

Actuarial Valuation of Life Insurance Policies – Purposes and Tax Implications

Stephen Cheng
Managing Director & Senior Consulting Actuary | Westcoast Actuaries Inc.

4:45 PM

CLOSING COMMENTS