Chartwell Retirement Residences is a leader in the Canadian retirement living industry.

The largest owner and operator of seniors housing in the country, we have over 200 retirement and long-term care residences across Ontario, Quebec, Alberta and British Columbia. Our guiding purpose is Making People’s Lives BETTER. We put that commitment into practice each day by providing a happier, healthier and more rewarding experience for our residents, their families and our employees.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with over $200 billion in assets under management (as at December 31, 2023) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.

For more information, please visit: www.sunlifeglobalinvestments.com

CMI Mortgage Investments (CMI) specializes in delivering competitive fixed income returns through high-quality mortgage investment solutions backed by real estate. Tailoring its approach to align with investors' objectives and risk tolerances, CMI simplifies the mortgage investment process with its exclusive, full-service program. The firm offers compelling risk-adjusted returns, with yields ranging from 7-16% based on individual investor profiles.

As a division of CMI Financial Group, CMI Mortgage Investments benefits from the expertise of an award-winning leader in the Canadian non-bank financial services market. CMI Financial Group comprises four synergistic companies – CMI Canadian Mortgages Inc., CMI Mortgage Investments, CMI MIC Funds, and CMI Mortgage Servicing – which collectively manage the end-to-end process of originating, underwriting, funding, and servicing private mortgages for brokers and investors.

With nearly $3 billion in lifetime fundings and more than $1 billion in assets under management, CMI stands as one of Canada’s largest and fastest-growing private lending firms, renowned for its robust growth and innovative financial solutions.

Generosity is an Often Overlooked and Underutilized Aspect of Your Clients’ Wealth.

Since 2018, GiveWise Foundation Canada is one of Canada’s only Donor Advised Fund platforms that facilitates both online and customized giving. Using a fresh, solutions-based approach to DAFs and leveraging our intuitive technology, you can now provide your Canadian clients of any financial means with a way to combine all of their charitable activities in one spot.

Financial Professionals – advisors, lawyers and accountants - we work together to create and execute smart and strategic giving plans that take full advantage of all tax savings allowed by charitable law for your clients.

GiveWise opens opportunities to employ strategies such as legacy and planned giving, gifting securities in-kind, structured flow-through share donations, donations of preferred shares of private corporations and more. Fund balances can then be invested through you as the Financial Advisor, so the charitable dollars can grow while the client is determining where and when to give them to a Canadian Charity.

FAs are uniquely positioned to leverage GiveWise with their clients to expand the scope and deepen the relationship, improve their tax planning strategies and facilitate their generosity, all while retaining their assets under management!

For more information, please visit the GiveWise website, or email Dan Kyte: dan.kyte@givewise.ca

Founded in 1996, RFA (Realty Financial Advisors), is a Canadian-owned real estate investment firm grounded in the Commercial and Asset Management segments. RFA and its investment partners are active participants in a wide array of real estate focused portfolios, including debt financing transactions, REITs, retirement homes, and direct investments in office, retail, industrial and multifamily residential properties. Combined, the RFA group of companies have over $65 Billion in assets under management and an additional $25+ Billion in assets under administration.

In 2018, RFA expanded into the residential lending market with the goal of becoming a top broker channel lender. In 2019, RFA accelerated its growth plans through the acquisition of Street Capital Bank, a Schedule A bank, and now holds a presence in both the Prime and Alternative lending segments. RFA is based in Toronto, with an additional office in Calgary.

RFA Bank is part of RFA Capital Holdings Inc., a Canadian privately held Ontario corporation managed by RFA Capital Inc.

Along with its real estate holdings, RFA Bank offers a quality suite of GIC products accessed through CANNEX by contracted nominee dealers and is a member of the Canadian Deposit Insurance Corporation (CDIC), providing federal deposit insurance protection for their GIC’s of up to applicable limits.

For more information on RFA Bank, please visit: https://www.rfa.ca

For more information on CDIC, please visit: https://www.cdic.ca

Founded 28 years ago, CANFIN began providing comprehensive, integrated wealth management services to businesses and their employees, professionals, and individuals. Services include creating wealth, distributing wealth, managing, and preserving wealth. We ensure that success in each area integrates with systematic harmony. Coordinated with our team of professional analysts, asset managers, and tax specialists, our credentialed advisors develop custom-tailored solutions based on each client’s unique circumstance. Whether our advisors are portfolio managers, financial planners, or product specialists, we ensure that clients will always experience our full-service wealth solutions on our WM360º Platform.

For more information on CANFIN, please visit: www.CANFIN.com

Qtrade Direct Investing^® is among Canada’s top-ranked online trading platforms having secured more than 28 wins in online investment excellence over the past 18 years in industry evaluations of online brokerages. Qtrade offers self-directed investors a preferred online trading option that complements their overall investment portfolio to achieve their financial goals and secure their financial health.

With more than 20 years’ experience, Qtrade operates direct to consumer and through over 300 strategic partnerships with some of Canada’s largest financial services institutions. Qtrade believes that Canadian do-it-yourself investors should have confidence in their financial decisions, confidence in the tools we provide to help them make those decisions, and confidence in the support we offer.

Learn more about how you can take control of your financial future at qtrade.ca

Take advantage of the exclusive promotional offers to provide even more value to your clients. Explore the opportunities and elevate your clients’ investing journey with Qtrade today! Visit: https://www.qtrade.ca/en/investor/offers

Care Lending Group offers innovative lending solutions for Financial Advisors. Our Care Lending Group offers innovative lending solutions for Financial Advisors. Our Financial Advisor lending program, was created for independent agents and financial planners interested in scaling their practice, allowing them to expand capacity while managing cash flow to ensure sustainable growth. We meet clients needs through: acquisition financing, succession planning, partnership buy-ins & buy-outs, leasehold improvements, equity takeouts and more.

CPP Investments is a professional investment organization that manages $646 billion in the best interests of the more than 22 million contributors and beneficiaries of the Canadian Pension Plan. We help provide a foundation upon which Canadians build their financial security in retirement. CIFP attendees can join this session to learn who we are and what we do, how we balance our investment portfolio, our relationship with the CPP, and why the CPP is expected to be sustainable for at least the next 75 years.

The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.

The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC, RFRA and RRA curricula.

Learn more at www.retirementinstitute.ca

The Chartered Institute of Financial Planning provides professional education and certification for financial planners and financial advisors in Canada.

Under license from the Canadian Institute of Financial Planning (CIFP), the Chartered Institute of Financial Planning offers professional credentials including the Chartered Financial Planner® designation, and Registered Life Insurance Specialist® (RLIS®) designation.

The Chartered Institute of Financial Planning aims to enhance the professional standards of financial planning and financial advising through comprehensive educational programs.

CIFP and the Chartered Institute of Financial Planning are headquartered in Burlington, Ontario, and CIFP is an approved credentialling body under the Financial Services Regulatory Authority of Ontario’s (FSRA) Financial Planning Title Protection framework.

Learn more at www.charteredinstitute.ca

The Canadian Institute of Financial Planners is a non-profit association for Certified Financial Planner^® professionals. The association is an independent, effective, and powerful advocate for the CFP^®/ certification marks and the financial planning profession in Canada.

Membership is open to all Canadian CFP professionals, Registered Retirement Consultants^®/Conseillers en Retraite^® and Conseillères en Retraite^®, associates who have completed their pre-CFP certification education requirements, students who are currently enrolled in a qualified education program leading to CFP certification and concerned and interested investors.

CIFPs advocates on behalf of its members, retirement planners holding the RRC/CR credential and the CFP certification marks with regulators and the public. We won't let them forget that the CFP and RRC/CR marks represent the highest standard for financial planners and retirement planners—here at home, and abroad.

Learn more at www.cifps.ca