Agenda

Sponsor Booths Open

Come talk with our 2022 sponsors at their virtual booths. 

Welcome and Introductions

We kick off the conference with an address from FP Canada’s President & CEO Tashia Batstone, MBA, FCPA, FCA, ICD.D, who will share all the new and exciting developments at FP Canada over the course of the past year. She will be joined by Martin Dupras, Pl.Fin., Chair, FP Canada Board of Directors. Our Platinum Sponsor, TD, will also provide a warm welcome.

Platinum Sponsor:

 

Every Conversation Counts: Building Relationships in the Virtual World

The pandemic has proven that although we can create a virtual equivalent for almost any in-person activity, that shift always involves some sort of loss. The truth is, at a time when life increasingly takes place online, connections are harder to establish - and easier to damage. Fortunately, it's possible to spark genuine conversations, build trust, and generate new business in virtual spaces – without sacrificing authentic connection.

This thought-provoking keynote explores what are known as the five habits of human connection. It provides practical tools for building better relationships, creating new opportunities with clients, and engaging teams in a virtual world.

Riaz Meghji

Human Connection Expert, Author

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Break

Concurrent Session – Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

Great questions can help us gather important information and motivate our clients to take action – but how do we know which ones to ask? While most financial planners and advisors are aware of the difference between open-ended and close-ended questions, many don’t know that questions can take other forms, too.

In this absorbing talk from Meghaan Lurtz, you’ll learn not only about the different types of questions you can leverage as a financial professional but how to use them effectively in relationships with clients.

Meghaan Lurtz
Senior Research Nerd
Kitces.com

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Concurrent Session – Leave a Mark with Your Message

In a world of constant distractions, cutting through the noise to reach the right audience can be a challenge for financial professionals. That’s why delivering a relevant and persuasive message that connects with prospective clients has never been more critical.

Find out how to leverage storytelling to deliver memorable messages that balance logic and emotion for maximum impact. In this discussion, Gayathri Shukla explores the role authenticity plays in increasing trust. You’ll gain practical takeaways, rooted in your own life experiences, which will help you distill and share your wisdom while allowing you to remain humble enough to learn from others.

Gayathri Shukla
Founder
Campfire Kinship

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Break

Ethics Session #1 - Building Multidisciplinary Teams to Support Clients

We can’t be – and shouldn’t be – all things to all people. Instead, we should channel our efforts into what we’re really good at and build teams of experts to help our clients with other facets of their life plans. The question is, how do we create these teams of professionals from both inside and outside of our organizations?

In this year’s first ethics session, we’ll explore ways of connecting and supporting multidisciplinary teams to help clients achieve better outcomes. You’ll learn practical tips for working collaboratively with internal and external professionals while ensuring you’re complying with the Standards of Professional Responsibility.

Damienne Lebrun-Reid
Executive Director, Standards & Certification
Head, FP Canada Standards Council™

Julia Chung, CFP®
Senior Financial Planner
Spring Planning

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Professional Responsibility category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Sponsor Booths Open

Come talk with our 2022 sponsors at their virtual booths.  

Positioning Your Practice for Growth

There are many challenges associated with growing a financial planning practice, and one of the most significant is knowing what lies ahead. By understanding what’s happening in the world around you – and the trends set to shape the future – you can better anticipate the needs of clients and build on your existing business.

Linda Nazareth draws on her expertise in demographic and economic trends to deliver a captivating keynote. From the future of work to global economic change, discover insights you can start using in your practice immediately.

Linda Nazareth
Senior Fellow
Macdonald-Laurier Institute

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Practice Management category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Break

Ethics Session #2 – When Clients Make Bad Decisions

Professional financial planners work closely with their clients to help them identify their aspirations and realize their financial planning objectives. This process allows clients to make more informed decisions, adhere to their financial plans, and (ultimately) realize their financial goals. But what happens when clients decide against taking your advice or insist on making bad planning decisions?

This ethics session will delve into what the potential risks are to both the professional financial planner as well as the client and how to manage digging into your professional obligations when your clients act against your recommendations and make decisions that may have a negative impact on their plan.

Ellen Bessner
Partner
Babin Bessner Spry LLP

Sponsored by:

Break

Money, Technology, and the Future of Authority

Modern technology is changing the relationship between financial institutions and their customers. This shift is highlighting the need to personalize and customize communications and services in order to speak directly to individual clients.

This keynote examines the ways technology is changing our relationship with authority, exploring who we trust, who we listen to, and how we plan for our future. Jesse Hirsh will explore factors set to revolutionize the financial services sector – including data collection, security, ambient commerce, the blockchain, and analytics – and the opportunities they have to offer.

Jesse Hirsh
Co-founder
Academy of the Impossible

Fintellect Roundtable

Innovation has the power to make financial planning more relevant, inclusive, and accessible. But how do we leverage new and emerging technologies to achieve these advancements?

In this roundtable, you'll hear from panelists with expertise across the financial services sector. They'll explore the challenges and opportunities technology presents within the industry - and the impacts it could have on Canadians.

Christopher Dewdney
Principal, Dewdney & Co.
 

Jill Huls
CEO, Thrive Wealth Management
 

Neil Gross
Ontario Securities Commission
 

Patricia Lovett-Reid
Moderator
 

Attendees are eligible for 0.5 CE credits approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Visit Our Sponsor Booths

Come interact with our sponsors at their virtual booths.

Sponsor Booths Open 

Come talk with our 2022 sponsors at their virtual booths.

Concurrent Session - The Quality of Financial Advice: What Influences Client Recommendations?

Hear about new HEC Montréal research aimed at providing a better understanding of how financial planners provide advice given their different backgrounds and tendencies. This session will help support practice by providing ideas and methods to help validate your client recommendations in their best interests.

Phillipe d’Astous
Director, Financial Education Lab HEC Montréal

Alexandra Macqueen
Director, Content Development
FP Canada

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Concurrent Session – Leveraging Equity in Residential Property

Hear about research conducted through the University of Lethbridge on different options for leveraging residential home equity, including the benefits and risks, consumer and planner understanding and perceptions of these options and suitability factors to help you support your clients as they make decisions and contemplate approaches to funding their futures.

Dr. Pawan Jain
Assistant Profession
West Virginia University

Dr. Vishaal Baulkaran
Associate Professor
Dhillon School of Business

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Financial Planning category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Break

Ethics Session #3 – What to Do When Your Client is Incapable of Making Important Financial Decisions

When is a client incapable of making decisions about their own finances and property? To answer that question, we must consider the concept of capacity from both a medical and legal perspective.

From red flags associated with cognitive decline in clients, to dealing with powers of attorney (POA), this ethics session will explore questions around capacity and help you understand what it all means for financial planners. Get tips for speaking with clients who may be vulnerable, learn the hallmarks of valid POAs (and potential signs they’re being misused), understand planning differences for clients who may not be capable of making all of their decisions, and more.

Tamara Center, LL.B.
Director, Professional Conduct and Enforcement
FP Canada Standards Council™

Dr. Carole Cohen
Professor, Department of Psychiatry
University of Toronto

Laura Tamblyn Watts
President & CEO
CanAge

Sponsored by:

Attendees are eligible for 1 CE credit approved by FP Canada in the Professional Responsibility category. Learn more about FP Canada CE credits and other accreditations you can earn by attending conference sessions.

Break

Mythical Millennials and the Illusion of Gen Z

At a time when nobody acts their age, why are age-based stereotypes still so prevalent across industries, including the financial services sector? The truth is, we all share the same core human values. Fortunately, it’s possible to replace surface-level demographic labels with a more accurate and unifying way of understanding the people you want to reach. It’s known as Valuegraphics.

This thought-provoking keynote, delivered by human behaviour expert David Allison, delves into the world of Valuegraphics. He provides a series of simple takeaway tools, including a method for finding the shared values of the people you want to reach, a brainstorming model that leads to values-driven ideas, and short stories to help explain the power of shared human values.

David Allison
Founder
Valuegraphics Database

Sponsored by:

Conference Wrap Up

We close the conference with a discussion of highlights and key takeaways. Tashia Batstone, MBA, FCPA, FCA, ICD.D, will be joined by host Patricia Lovett-Reid for this lively discussion.

Visit Our Sponsor Booths

Come interact with our sponsors at their virtual booths.