6th Annual

Retirement and Investment Conference 2024 -- Toronto, September 27, 2024

Toronto

September 27, 2024
Delta Toronto
Soco Ballroom on the 3rd Floor

Conference Book

Retirement and Investment Conference 2024

Join the Retirement Institute for a full-day event packed with presentations on the latest trends and solutions for retirement and investment professionals. Explore strategies to navigate and turn a challenging retirement and investment environment into an advantage for advisors. Network with peers and industry experts while gaining comprehensive exposure to all critical aspects of retirement and investment planning, including the latest tools, insights, and strategies to enhance client outcomes and grow your practice.

Attendee Benefits:

  • In-depth expert conversations and solutions
  • Best (in class) overview of retirement solutions
  • Canadian and international perspectives
  • Registered Retirement Consultants, Registered Financial and Retirement Advisors and Registered Retirement Analysts can achieve their required CE credits by attending
  • Claim up to 6.25 FP Canada CE credits, 6.25 Insurance credits and 6.25 CIRO (MFR) credits. CE credits are subject to review by each regulator body.
  • Breakfast and Lunch included

Where

Delta Hotels Toronto
Soco Ballroom - 3rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6

When

Friday
September 27, 2024

Agenda

Friday, September 27, 2024 - Toronto

Breakfast & Registration

Sponsored by

Chartwell Retirement Residences

Opening Remarks

Carol Chow

Chair - CIFP Retirement Institute

Moderators Remarks

Pat Bolland

Business Media Guru

Investing In and For Retirement

Lavelle Lindo

SVP Investor Relations - Faris Capital Partners

Introduction to CPP Investments: The $646.8B Powerhouse Behind the Canada Pension Plan

Jeffrey Hodgson

Managing Director, Global Stakeholder Affairs - CPP Investments

Katie Zajner, MBA

Manager of Stakeholder Affairs - CPP Investments

Networking Break

Sponsored by

Sun Life Global Investments

Social Impacts on the Senior Buyers Journey

Amanda Richards

Chartwell Retirement Residences

Changing the Rules Halfway Through the Game: Planning Implications of the 2024 Federal Budget

Peter Bowen

VP Tax and Retirement Research - Fidelity Investments Canada

Lunch

Sponsored by

Fidelity Investments Canada

Family Legacy Conversations – Becoming the Trusted Family Advisor

John A. Stewart, B.A., CFP, CSP

Client Advisory Councils - Sun Life Global Investments

Networking Break

Sponsored by

Canada Mortgages Inc.

Secure Your Future: Maximizing Retirement Savings Through Private Mortgage Investing

Carolynne Balfour

Investment Relationship Manager - Canada Mortgages Inc.

Donor Advised Funds: The Present and Future of Charitable Giving

Dan Kyte

Co-founder, Director of Finance and Investments - GiveWise Foundation Canada

Closing Remarks

Pat Bolland

Business Media Guru

Sponsors

If your organization would like to sponsor the Retirement and Investment Conference in Toronto, please contact tbennett@cifp.ca.

Event Venues

Event venue location info and gallery

Delta Hotels Toronto

Soco Ballroom - 3 rd Floor

75 Lower Simcoe St, Toronto, ON M5J 3A6


Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.